June 8, 2022 SECOND QUARTER 2022 BUSINESS SUBMISSION DEADLINES Second quarter new contract submission deadline -- Friday, June 24 The last day to submit completed new producer and new manager contracts to count toward second quarter recruiting goals is Friday, June 24. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, June 24, in the order received, but this doesn't guarantee processing for second quarter. Be aware different jurisdictions have varying turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page. Review contracts submitted online 24/7 on your online dashboard. Questions? E-mail Contracts@ColonialLife.com. Second quarter processing deadlines
• • • •
Clean census enrollment files -- received by Thursday, June 23, at 6 p.m. ET Clean manual business -- received by Wednesday, June 29, at 6 p.m. ET New business -- will continue to be processed until Friday, July 1, at 7 p.m. ET Clean electronic business -- received by Friday, July 1, at 10 p.m. ET. Important note: As we have done at the end of every quarter, the home office will automatically submit outstanding Harmony business for completed enrollments with coverage effective dates up to and including June 30, 2022, on the last business day of the quarter, July 1, 2022, starting at 3 p.m. EST. Be aware, if you have business that should NOT be submitted, your VPS needs to inform the home office before June 30, 2022, at 10 p.m. EST. Those requests need to be sent to HOBusiness.Submit@ColonialLifeSales.com.
“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau
Results as of Week 22
Results as of Week 22
New Cases Opened This Week: Cagney Erickson M Troy Gifford
C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime!
Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •
Advanced Rep School
•
ADM New Manager School
•
DGA New Manager School
•
Newly-revamped ADM/DGA Partnership Training
April 5
Advanced Rep School
April 19
ADM New Manager School
May 17
DGA New Manager School
July 12
Advanced Rep School
July 19
ADM New Manager School
July26
ADM/DGA Partnership
Aug 16
DGA New Manager School
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
For qualifications, visit Propr, or check out the video: https://player.vimeo.com/
video/689042130
Week to Date Numbers (as of Week 22) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$53,435.21
Canals, Gabriel
$9,575.70
Naugle, Ty
$10,680.72
Curry, John
$7,136.16
Kezele, Will
$7,890.15
Griffeth, Jeff
$4,643.28
Top 15 Openers Brink, Don Thurston, Derek Erickson, Cagney Bryant, Margaret Griffeth, Jeff Gifford, Troy Taylor, Mary Talburt, Marci
Weiland, Abigail Jones, Russell Bilgen, Lisa Campbell, Branden Taylor, Todd Canals, Gabriel Daniels, Joel
Week 22 Sales
Top 15 Benefit Counselors
$24,858.63 Kinney, David $7,869.18 Peterson, Kimberly $7,136.16 Losada Monroy, Raquel Hadlock, Ken $6,980.81 $4,643.28 Griffeth, Jeff
WK 22 Net Sales Credits 3,604 3,167
3,167 2,498 1,625
$3,246.87 Smith, Pamela $2,627.63 Maccabee, Amber
1,602
$1,859.28 Hadlock, Melissa $1,634.76 Gifford, Troy
1,144
1,245
1,075
$1,535.04 Isaacson, Stephanie $1,495.44 Kunkler, Karen
952
$1,040.40 Jones, Russell Runyan, Jill $501.87 $478.44 Buschman, Roxana
537
$346.92 Fleener, Lois
821 534 469 386
Quarter to Date Numbers (as of Week 22)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
191.4%
Curry, John
187.9%
Runtz, Joe
149.0%
Weiland, Abigail
177.5%
Maxwell, Denise
115.0%
Stubbs, Jason
108.0%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
$435,881.27 Hadlock, Ken
41,773
Campbell, Branden
$80,414.64 Kinney, David
41,759
Bryant, Margaret
$76,275.55 Isaacson, Stephanie
36,947
Bilgen, Lisa
$59,850.96 Losada Monroy, Raquel
28,599
Webb, Tiffany
$36,444.36 Maccabee, Amber
23,827
Mitchell, Jeff
$24,493.44 Kunkler, Karen
23,473
Runtz, Krista
$23,056.37 Smith, Pamela
18,183
Thurston, Derek
$22,002.51 Miller, Tricia
16,569
Talburt, Marci
$21,860.64 Buschman, Roxana
14,510
Erickson, Cagney
$20,807.46 Runtz, Krista
11,079
Steele, Andrew
$20,630.40 Morrison, Robert
Brink, Don
9,927
Daniels, Joel
$19,812.96 Fleener, Lois
9,337
Weiland, Abigail
$18,708.62 Mitchell, Jeff
8,573
Day, Terra
$16,838.64 Cottle, Craig
7,625
Curry, John
$16,447.98 Morgester, Christine
6,264
Year to Date Numbers (as of Week 22)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
57.6% Weiland, Abigail
70.6%
Maxwell, Denise
48.9% Curry, John
47.2%
Marquess, Rick
34.7% Otis, Marci
38.6%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$850,473.40
Kinney, David
78,060
Bryant, Margaret
$191,300.53
Isaacson, Stephanie
73,727
Campbell, Branden
$168,554.55
Losada Monroy, Raquel
63,379
Bilgen, Lisa
$73,184.49
Kunkler, Karen
59,192
Webb, Tiffany
$69,671.58
Hadlock, Ken
47,377
Runtz, Krista
$55,115.05
Maccabee, Amber
44,666
Smith, Pamela
28,716
Betz, Wes
$44,054.28
Gifford, Troy
$41,312.23
Buschman, Roxana
28,092
Talburt, Marci
$41,048.50
Miller, Tricia
23,629
Day, Terra
$40,698.15
Gifford, Troy
19,313
Curry, John
$35,568.30
Runtz, Krista
19,147
Bringhurst, Angela
$32,122.25
Betz, Wes
13,555
Thurston, Derek
$30,706.53
Morrison, Robert
12,052
Weiland, Abigail
$28,326.47
Fleener, Lois
11,344
Daniels, Joel
$26,610.72
Mitchell, Jeff
9,280
Year to Date Numbers (as of Week 22) Top 5 Coordinators
WK 22 Net Sales Credits
Ballweber, Theresa
3,786
Talburt, Marci
1,547
Gifford, Troy
791
Bryant, Margaret
504
Bonner, Lynn
401
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
65,986
Talburt, Marci
26,764
Bryant, Margaret
7,675
Bonner, Lynn
4,906
Mitchell, Jeff
2,449
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
135,815
Talburt, Marci
43,020
Bryant, Margaret
19,761
Bonner, Lynn
13,629
Gifford, Troy
5,757
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
32
43.8%
2022 Cases 2022 Goal:
350 2022 Actual:
67.5 cases 19.2% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$1,426,908
72.1% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $2,980,842
29.9%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@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