Oregon Idaho SW WA Pioneers June 3, 2021
New Cases Opened This Week: Kyler Harral Lorry Nielsen Ashley Sanchez
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 21 Dental Sales: $27,866.16 Week 21 Groups Adding Dental Policies: 21 Week 21 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week : Lorry Nielsen: $5,754.36 Jason Snider: $3,823.80 Kevin Cornett: $2,898.12
Eric’s meeting with Shane Attebery’s District. A fun time was had by all.
New Rep Sam Willis out doing drops with ADM Joe Runtz. They scheduled a DM on the spot. It pays to do your drops!
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
Don’t forget! New Reps and Managers can win an invitation to attend home office for advanced training that only takes place two times per year. Qualifications are below:
New Rep School Qualifications: • • • • •
Open to representatives in their first 52 weeks – ASRs and PSRs Managers (DGA, ADM, PSM and PSAM) not included. Achieve 4 cases and $50,000 in opener net sales premium or 27,500 net sales credits. BQI must be 75% or higher. Manager (DGA and/or TM) approval.
ADM New Manager School Qualifications: • •
• • • • • •
Manager is within their first 52 weeks Plan achievement in 2 of their first 4 quarters (not pro-rated) Minimum sales of $25,000 BQI of 75% or higher (if BQI is applicable) Minimum of 3 recruits Minimum of $10,000 in A Rep sales Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
DGA New Manager School Qualifications: • • • • • •
Manager within 52 weeks of contract (at time of qualification) Must achieve plan in 1st or 2nd full quarter (minimum sales plan of $30,000) Minimum of $5,000 in A Rep sales Minimum of 2 contracts BQI of 75% or higher Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
Week to Date Numbers (as of Week 21)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$52,280.85
Canals, Gabriel
Cornett, Kevin
$16,507.68
Snider, Jason
$7,198.80
Greenwald, Ben
$6,014.76
Alley, Mike
Top 15 Openers
$9,078.39
Week 21 Sales
Top 15 Benefit Counselors
$20,028.00
WK 21 Net Sales Credits
Campbell, Branden
$13,608.12 Robison, Mark
3,389
Brink, Don
$12,981.36 Kunkler, Karen
3,256
Snider, Jason
$7,198.80 Campbell, Branden
2,621
Nielsen, Lorry
$6,014.76 Snider, Jason
2,520
Bryant, Margaret
$5,940.54 Isaacson, Stephanie
1,745
Harral, Kyler
$4,053.12 Peterson, Kimberly
1,679
Sanchez, Ashley
$3,796.08 Maccabee, Amber $3,602.88 Ballweber, Theresa
1,611
Thurston, Derek
Taylor, Mary
1,589
$3,381.84 Harral, Kyler $3,146.07 Fleener, Lois
1,419 1,329
Ray, Carrie
$2,324.04 Sanchez, Ashley $2,274.24 Greenwald, Ben
Willis, Sam
$1,979.88 Wollen, Gordon
813
Fleener, Lois
$1,977.96 Willis, Sam $1,592.79 Gifford, Troy
693
Bilgen, Lisa Wollen, Gordon
Ballweber, Theresa
1,351 969
619
Quarter to Date Numbers (as of Week 21)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
70.9%
Weiland, Abigail
Thurston, Doug
58.3%
Otis, Marci
78.0%
Alley, Mike
51.9%
Canals, Gabriel
66.4%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$296,220.57 Isaacson, Stephanie
107.9%
QTD Total Net Sales Credit 34,893
Campbell, Branden
$66,304.38 Kunkler, Karen
34,020
Lane, Michael
$53,880.75 Losada Monroy, Raquel
21,886
Bryant, Margaret
$29,500.80 Miller, Tricia
18,528
Shipman, Jeff
$24,035.72 DuPriest, Kathy
12,253
Ballweber, Theresa
$23,758.90 Lane, Michael
11,735
Snider, Jason
$22,006.80 Buschman, Roxana
9,812
Bilgen, Lisa
$18,873.99 Wolden, Julie
9,763
Ray, Carrie
$16,815.45 Weiland, Abigail
8,192
Rathmanner, Casey
$14,767.76 Snider, Jason
7,702
Ford, Brook
$14,546.88 Gifford, Troy
7,558
Harral, Kyler
$14,129.64 Ballweber, Theresa
6,478
Otis, Marci
$13,565.97 Camarata, Tim
6,106
Griffeth, Jeff
$13,251.46 Campbell, Branden
6,072
Thurston, Derek
$13,045.29 Maccabee, Amber
5,556
Year to Date Numbers (as of Week 21)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
33.0% Weiland, Abigail
36.4%
Marquess, Rick
27.6% Jones, Amanda
32.8%
Thurston, Doug
25.1% Taylor, Mary
29.0%
Top 15 Openers
YTD - 2021 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$577,691.57
Kunkler, Karen
88,256
Campbell, Branden
$94,267.38
Isaacson, Stephanie
82,755
Bryant, Margaret
$91,342.74
Losada Monroy, Raquel
40,501
Lane, Michael
$64,766.67
Miller, Tricia
30,938
Ballweber, Theresa
$61,622.64
DuPriest, Kathy
21,304
Daniels, Joel
$46,436.62
Gifford, Troy
20,460
Bringhurst, Angela
$45,949.38
Wolden, Julie
19,532
Egan, Rhett
$38,131.68
Lane, Michael
16,561
Rathmanner, Casey
$36,204.72
Buschman, Roxana
15,105
Thurston, Derek
$36,185.85
Egan, Rhett
13,346
Bilgen, Lisa
$35,023.86
Campbell, Branden
11,318
Ray, Carrie
$34,498.11
Ballweber, Theresa
11,086
Scheppegrell, Leslie
$34,344.96
Daniels, Joel
10,828
Shipman, Jeff
$29,668.00
Bryant, Margaret
10,774
Taylor, Todd
$27,998.99
Maccabee, Amber
9,539
Year to Date Numbers (as of Week 21) Top 5 Coordinators
WK 21 Net Sales Credits
Ballweber, Theresa
4,623
Talburt, Marci
1,072
Gross, Lynsay
793
Bonner, Lynn
459
Bryant, Margaret
438
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
50,256
Talburt, Marci
13,659
Bryant, Margaret
4,636
Gross, Lynsay
3,182
Bonner, Lynn
2,967
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
99,928
Talburt, Marci
29,307
Bryant, Margaret
11,462
Gross, Lynsay
6,352
Ward, Sue
5,153
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
24
70.5%
2021 Cases 2021 Goal:
203 2021 Actual:
57
28% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$983,321
60.2% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$2,240,495
23.6%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@coloniallife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550