Oregon Idaho Pioneers June 4, 2019 October 6, 2016
YOU’RE INVITED… Thursday, June 13th, 2019 we will be holding an ALL TERRITORY meeting from 1—5 pm, across the street from the Territory Office, at 5300 Meadows Road, in the first floor Conference Center. For agents in Idaho, you will be able to participate via our Video Conference Link. H.O. guests’ topics will include the new ITL/WL Product Rollouts, and Technology Solutions, focusing on tools and tactics for driving higher enrollment attendance and participation results.
Please RSVP to Stefanie Jacobs by Wednesday, June 5th, at sjacobs2@coloniallife.com
2Q business submission deadlines •
New contract submission – Friday, June 21.
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Clean manual business – received by Tuesday, June 25.
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Clean census enrollment files – received by Wednesday, June 26, at 6 p.m. EST.
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New business – will continue to be processed until Friday, June 28, at 7 p.m. EST.
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Clean electronic business – received by Friday June 28, at 10 p.m. EST.
New Cases Opened This Week: Cera Baldwin Branden Campbell Mike Durre Lois Fleener Brook Ford Brad Gardner Jared Pratt Carrie Ray Gordon Wollen
June Classes Opener Class June 4—6 8 am – 5 pm
Enroller Class June 8 - 9 8 am – 5 pm
July Classes TBD
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
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 22)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$67,599.57
Rathmanner, Casey
$31,431.21
Alley, Mike
$39,870.26
Canals, Gabriel
$25,962.48
Maxwell, Denise
$29,643.36
Pratt, Jared
$19,510.68
Top 15 Openers
Week 22 Sales
Top 15 Benefit Counselors
WK 22 Net Sales Credits
Ray, Carrie
$25,028.19 Myers, Jan
6,429
Campbell, Branden
$18,352.20 Pratt, Jared
5,852
Bringhurst, Angela
$17,984.64 Weiland, Abigail
5,055
Pratt, Jared
$13,928.64 Parsons, Kate
5,018
Pines, Zara
$9,138.34 Isaacson, Stephanie
3,138
Bryant, Margaret
$8,176.89 Snyder, Starla
3,091
Wollen, Gordon
$7,134.60 Gifford, Troy $7,109.76 Buschman, Roxana
2,731 2,488
Grimes, Stan
$5,968.22 Durre, Mike $5,891.61 Kunkler, Karen
Baldwin, Cera
$5,582.04 Wollen, Gordon
2,182
Brink, Don
$5,157.20 Rathmanner, Casey $4,076.36 Losada Monroy, Raquel
1,965
$3,020.79 Leach, Susan $2,708.15 Ford, Brook
1,648
Durre, Mike Griffeth, Jeff
Rathmanner, Casey Bilgen, Lisa Taylor, Mary
2,645 2,471
1,805 1,636
Quarter to Date Numbers (as of Week 22)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
68.1%
Canals, Gabriel
Marquess, Rick
64.2%
Taylor, Mary
68.9%
Kezele, Will
62.1%
Griffeth, Jeff
64.6%
Top 15 Openers Campbell, Branden
QTD - 2019 Sales
Top 15 Benefit Counselors
$244,205.16 Isaacson, Stephanie
214.8%
QTD Total Net Sales Credit 36,747
Bryant, Margaret
$60,943.30 Losada Monroy, Raquel
24,034
Brink, Don
$57,258.16 Gifford, Troy
18,990
Bringhurst, Angela
$56,578.53 Wolden, Julie
18,419
Griffeth, Jeff
$56,117.48 Kunkler, Karen
15,363
Gifford, Troy
$46,334.83 Buschman, Roxana
13,819
Rathmanner, Casey
$40,531.07 Griffeth, Jeff
13,776
Jones, Eric
$36,446.22 Leach, Susan $31,960.23 Rasmussen, Kelley
12,180
Day, Terra
8,803
8,778
Stubbs, Jason
$28,693.74 Jones, Eric $23,652.63 Pratt, Jared
Pines, Zara
$23,603.97 Miller, Tricia
8,064
Snider, Jason
$19,392.96 Brink, Don
7,745
Pratt, Jared
$19,392.48 Weiland, Abigail
7,345
Thurston, Derek
$16,423.68 Myers, Jan
6,814
Ray, Carrie
8,563
Year to Date Numbers (as of Week 22)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
29.9% Canals, Gabriel
49.0%
Alley, Mike
28.9% Rathmanner, Casey
37.0%
Bringhurst, Steve
28.4% Jones, Eric
31.9%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$321,028.11
Isaacson, Stephanie
98,561
Bryant, Margaret
$182,946.76
Losada Monroy, Raquel
45,820
Brink, Don
$155,167.82
Liddell, Billy
33,339
Bringhurst, Angela
$105,631.35
Leach, Susan
29,507
Ray, Carrie
$92,956.38
Weiland, Abigail
28,597
Rathmanner, Casey
$72,945.33
Kunkler, Karen
27,574
Gifford, Troy
$68,387.47
Wolden, Julie
26,388
Griffeth, Jeff
$66,190.71
Day, Terra
25,705
Kartub, Doug
$63,782.94
Buschman, Roxana
23,288
Pines, Zara
$61,643.24
Pratt, Jared
20,936
Jones, Eric
$52,580.58
Rasmussen, Kelley
20,836
Day, Terra
$49,305.51
Gifford, Troy
19,640
Pratt, Jared
$37,386.50
Griffeth, Jeff
19,138
Stubbs, Jason
$34,950.75
Campbell, Branden
18,403
Grimes, Stan
$33,521.88
Brink, Don
17,651
Year to Date Numbers (as of Week 22)
Top 5 Coordinators
WK 22 Net Sales Credits
Ballweber, Theresa
5,620
Talburt, Marci
3,709
Gross, Lynsay
2,745
Bringhurst, Angela
1,498
Bryant, Margaret
Top 5 Coordinators
961
QTD Total Net Sales Credit
Ballweber, Theresa
52,977
Talburt, Marci
13,521
Bryant, Margaret
10,501
Gifford, Troy
10,349
Gross, Lynsay
Top 5 Coordinators Ballweber, Theresa
5,843
YTD Total Net Sales Credit 132,797
Talburt, Marci
39,483
Bryant, Margaret
14,975
Gross, Lynsay
13,706
Gifford, Troy
13,350
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
41
55.4%
2019 Cases 2019 Goal:
376 2019 Actual:
110
29.2%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$1,273,477
54.7% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$3,071,835
26.5%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550