June 7, 2023 Newsletter

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Upcoming CBS Webinar Trainings:

Friday, June 9th – National CBS Webinar – LTD & STD

• All roles

• This National Cross-Brand Sales (CBS) webinar will focus on the CBS LTD and STD products. Including how to position and hearing from a peer.

Friday, June 16th – National CBS Webinar – Life & Vision

• All roles

• This National Cross-Brand Sales (CBS) webinar will focus on the CBS Life and Vision products. Including how to position and hearing from a peer.

Friday, June 23rd – National CBS Webinar – Sales Process

• All roles

• This National Cross-Brand Sales (CBS) webinar will focus on the CBS Sales Process, from quote through post enrollment.

“Never mistake activity for achievement.”
–John Wooden

New Cases Opened

This Week:

Kaci Bishop (2 cases)

Don Brink (2 cases)

Krista Runtz C

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE

2024 President’s Club

March 4–6

The Reserve at Grand Hyatt Baha Mar

The Bahamas

President’s Club qualifiers will experience Paradise Found the moment they arrive at The Reserve within the Grand Hyatt Baha Mar in The Bahamas. This exclusive hotel within the Grand Hyatt resort takes luxury to the next level, including authentic Bahamian service, a private lounge and special amenities.

Floor-to-ceiling windows provide incomparable views of the gorgeous island scenery from every room, just steps away from sun-soaked sand beaches and pristine blue waters. This opulent resort offers endless options for relaxation or adventure, from pools to the spa, and from the onsite casino to a private wildlife sanctuary not to mention dozens of diningoptionsforfreshlocaland internationalcuisine.

2024 Leaders Conference

March 6–11

Grand Hyatt Baha Mar

The Bahamas

The Grand Hyatt Baha Mar in The Bahamas will welcome 2024 Leaders Conference qualifiers ready to find their paradise. This spectacular oceanfront resort offers breathtaking views from every room and the ultimate in luxurious service.

Tempt your palate with fresh local and international cuisine at more than 45 dining options in or near the hotel including the resort’s private food trucks, right on the sand. Enjoy sunset from the rooftop cocktail bar or stop by the jazz bar with live music. There’s no need to leave the resort to experience the glamour of the largest casino in the Bahamas, the 15-acre beachfront waterpark, or the resort’s private wildlife sanctuary.

Week to Date Numbers (as of Week 22)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 22 Sales Brink, Don $19,970.91 Bishop, Kaci $12,788.43 Runtz, Krista $9,114.84 Bryant, Margaret $8,250.25 Gifford, Troy $6,962.40 Keim, Jacob $6,835.56 Stubbs, Jason $6,423.84 Palmer, Corey $6,204.84 Campbell, Branden $4,682.70 Day, Terra $3,724.65 Kirk, Elliot $3,420.24 Taylor, Mary $2,895.13 Taylor, Todd $2,888.65 Erickson, Cagney $2,693.64 Thueson, Blake $2,372.28
Top DGA’s Thurston, Doug $84,641.46 Marquess, Rick $15,508.44 Griffeth, Jeff $15,128.22 WTD TopADM’s Canals, Gabriel $29,152.02 Hoff, Brian $10,965.93 Curry, John $9,425.52 Top 15 Benefit Counselors WK 22 Net Sales Credits Cottle, Craig 4,936 Gifford, Troy 4,796 Runtz, Krista 4,317 Bishop, Kaci 4,106 Losada Monroy, Raquel 2,783 Hadlock, Melissa 2,429 Sweeney, Jerry 2,225 Isaacson, Stephanie 1,950 Palmer, Corey 1,530 Stubbs, Jason 1,482 Leach, Susan 1,448 Sweany, Paul 1,443 Maccabee, Amber 1,369 Taylor, Todd 1,306 Kinney, David 1,143

Quarter to Date Numbers (as of Week 22)

QTD Top DGA’s by % of Plan Runtz, Joe 209.6% Jones, Eric 111.8% Maxwell, Denise 72.5% QTD TopADM’s by % of Plan Hoff, Brian 286.9% Canals, Gabriel 113.2% Jones, Amanda 107.5% Top 15 Openers QTD - 2023 Sales Brink, Don $352,260.49 Campbell, Branden $222,104.22 Runtz, Krista $148,208.58 Palmer, Corey $74,222.04 Ballweber, Theresa $71,442.06 Stubbs, Jason $45,491.40 Bryant, Margaret $45,033.93 Kirk, Elliot $38,288.61 Sweeney, Jerry $34,875.36 Keim, Jacob $28,547.16 Brown, Kenneth $24,687.36 Weiland, Abigail $22,815.55 Erickson, Cagney $22,691.46 Brook Ford $16,843.56 Day, Terra $16,499.13 Top 15 Benefit Counselors QTD Total Net Sales Credit Kinney, David 51,993 Hadlock, Melissa 32,287 Sweeney, Jerry 31,473 Isaacson, Stephanie 26,804 Losada Monroy, Raquel 25,732 Cottle, Craig 24,887 Miller, Tricia 17,551 Leach, Susan 16,695 Runtz, Krista 16,285 Morgester, Christine 15,399 Stubbs, Jason 13,366 Palmer, Corey 11,425 Evans, Courtney 11,005 Buschman, Roxana 9,423 Brown, Kenneth 9,244
YTD Top DGA’s by % of Plan Runtz, Joe 56.5% Jones, Eric 51.7% Naugle, Ty 47.1% YTD TopADM’s by % of Plan Jones, Amanda 65.6% Curry, John 61.1% Hoff, Brian 43.8% Top 15 Openers YTD - 2023 Sales Brink, Don $623,429.91 Campbell, Branden $394,762.62 Runtz, Krista $169,020.40 Bryant, Margaret $143,343.90 Ballweber, Theresa $114,639.81 Palmer, Corey $93,738.18 Kirk, Elliot $74,326.17 Weiland, Abigail $56,388.75 Erickson, Cagney $52,452.99 Stubbs, Jason $49,854.27 Ray, Carrie $45,327.83 Bilgen, Lisa $43,700.73 Keim, Jacob $42,591.54 Putman, Matt $38,145.65 Curey, Jacob $36,847.80 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 79,326 Kinney, David 77,675 Hadlock, Melissa 58,692 Losada Monroy, Raquel 53,468 Sweeney, Jerry 50,687 Miller, Tricia 38,203 Cottle, Craig 30,217 Maccabee, Amber 29,882 Leach, Susan 27,618 Buschman, Roxana 20,451 Runtz, Krista 19,889 Camarata, Tim 19,479 Palmer, Corey 18,506 Gifford, Troy 18,001 Morgester, Christine 17,849
Year to Date Numbers (as of Week 22)
to Date Numbers (as of Week 22) Top 5 Coordinators WK 22 Net Sales Credits Ballweber, Theresa 6,780 Talburt, Marci 1,772 Gifford, Troy 1,346 Bryant, Margaret 938 Thompson, Maleena 576 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 83,001 Talburt, Marci 21,690 Bryant, Margaret 9,037 Gifford, Troy 3,637 Bonner, Lynn 2,865 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 143,821 Talburt, Marci 45,857 Bryant, Margaret 18,754 Bonner, Lynn 9,446 Gifford, Troy 9,371
Year
2023 Cases 2023 Goal: 208 2023 Actual: 85 cases 40.8% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $1,741,961 69.1% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $3,432,546 26.8%
Qtr
2023 Goal: 50 2023 Actual: 41 82%
2nd
Cases

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

Kimberly Dustin

Regional Broker Manager

503-798-3162 (cell)

Kdustin@ColonialLife.com

Colton Phillips

Recruiting Consultant

530-440-8514 (cell)

CPhillips@ColonialLife.com

Tom Chambers

Territory Sales Trainer

503-706-2099 (cell)

TChambers@ColonialLife.com

Main Line: 503.416.0550

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035

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