Oregon Idaho Pioneers June 9, 2020 October 6, 2016
In the Huddle -- Episode 4 During episode four of In the Huddle, Bill Deehan chats with Don Brink (DDM, Portland, OR). The two-time Hall of Fame honoree discusses how his virtual strategy has led to success, especially during the pandemic. Bill also asks Don about why he decided to join Colonial Life and what he thinks the broker landscape looks like moving forward -- Listen here.
Q2 Submission Deadlines The last day to submit completed new producer and new manager contracts—June 19 •
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Clean census enrollment files – received by Tuesday, June 23 at 6 p.m. EST. Clean manual business – received by Wednesday, June 24, at 6 p.m. EST. New business – will continue to be processed until Friday, June 26, at 7 p.m. EST. Clean electronic business – received by Friday, June 26, at 10 p.m. EST.
Joyce Brehe Dennis Evans Shane Attebery
Christin Smith Dennis Fowler
New Cases Opened This Week: Don Brink (2 cases)
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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: • •
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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 23)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$53,209.68
Taylor, Mary
Marquess, Rick
$11,136.96
Canals, Gabriel
$3,770.16
Bringhurst, Angela
$2,311.80
Rasmussen, Kelley
Top 15 Openers Brink, Don
$4,145.52
Week 23 Sales
Top 15 Benefit Counselors
$38,611.75 Kunkler, Karen
$11,136.96
WK 23 Net Sales Credits 7,771
Taylor, Mary
$8,279.85 Brink, Don
4,572
Bryant, Margaret
$2,858.86 Losada Monroy, Raquel
2,006
Campbell, Branden
$1,858.80 Isaacson, Stephanie
1,214
Bringhurst, Angela
$1,454.16 Gifford, Troy
883
Gifford, Troy
$1,290.90 Taylor, Mary
585
Griffeth, Jeff
$1,232.58 Bringhurst, Angela
509
Canals, Gabriel
$1,135.68 Wiemann, John
300
Ballweber, Theresa
$895.20 Ford, Brook
255
Wiemann, John
$857.64 Leach, Susan
234
Beck, Kate
$710.88 Kartub, Doug
140
Bilgen, Lisa
$669.84 Granja Flores, Hugo
86
Pines, Zara
$507.90 Taylor, Todd
80
Parsons, Kate
$481.14
Taylor, Todd
$475.46
Quarter to Date Numbers (as of Week 23)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
63.5%
Ray, Carrie
62.1%
Maxwell, Denise
55.4%
Shipman, Jeff
49.3%
Rathmanner, Casey
40.7%
Taylor, Mary
45.2%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$466,651.68 Kunkler, Karen
QTD Total Net Sales Credit 32,436
Bryant, Margaret
$38,009.81 Isaacson, Stephanie
30,091
Shipman, Jeff
$31,241.66 Brink, Don
17,093
Ford, Brook
$28,126.44 Losada Monroy, Raquel
16,700
Campbell, Branden
$27,459.48 Leach, Susan
16,245
Taylor, Mary
$22,540.74 Miller, Tricia $15,163.68 Wolden, Julie
13,136
$12,341.34 DuPriest, Kathy $11,591.52 Ford, Brook
11,391
McGill, Nate Bilgen, Lisa Durre, Mike
12,457 8,021
7,480
Perry, Diane
$11,292.66 Gifford, Troy $10,944.60 Fleener, Lois
Griffeth, Jeff
$10,815.98 Durre, Mike
5,546
Ray, Carrie
Spetman, Jeremy
5,969 5,413
Fleener, Lois
$9,373.98 Buschman, Roxana $9,045.42 Cooper, Linda
Taylor, Todd
$8,113.84 Morgester, Christine
4,949
5,313
Year to Date Numbers (as of Week 23)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
46.3% Bilgen, Lisa
58.2%
Thurston, Doug
27.9% Ray, Carrie
31.3%
Maxwell, Denise
22.1% Gifford, Troy
27.0%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$653,320.96
Isaacson, Stephanie
97,714
Bryant, Margaret
$292,688.92
Kunkler, Karen
74,577
Bilgen, Lisa
$211,647.81
Losada Monroy, Raquel
59,779
Gifford, Troy
$51,719.95
Brink, Don
31,312
Bringhurst, Angela
$47,444.43
DuPriest, Kathy
30,023
Campbell, Branden
$46,500.12
Leach, Susan
27,138
Taylor, Mary
$41,143.24
Buschman, Roxana
23,963
Shipman, Jeff
$38,656.44
Wollen, Gordon
23,520
Ray, Carrie
$36,426.69
Gifford, Troy
21,689
Pines, Zara
$34,336.47
Peterson, Kimberly
20,305
Thurston, Derek
$32,155.26
Ford, Brook
18,807
Ballweber, Theresa
$29,216.71
Wolden, Julie
18,677
Stewart-Reehl, Deb
$24,150.67
Parsons, Kate
15,438
Harris, Leslie
$23,877.51
Taylor, Todd
14,378
Bowley, Alyssa
$21,907.17
Miller, Tricia
13,646
Year to Date Numbers (as of Week 23)
Top 5 Coordinators Ballweber, Theresa
WK 23 Net Sales Credits 5,011
Taylor, Stacie
876
Talburt, Marci
454
Gifford, Troy
252
Bryant, Margaret
232
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
56,589
Talburt, Marci
11,622
Bryant, Margaret
5,706
Gross, Lynsay
3,216
Taylor, Stacie
2,652
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 108,585
Bryant, Margaret
49,488
Talburt, Marci
35,092
Gifford, Troy
8,345
Gross, Lynsay
8,191
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
25
26.3%
2020 Cases 2020 Goal:
435 2020 Actual:
64
14.7% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$996,576
44.7% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$2,845,696
25.1%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550