Oregon Idaho SW WA Pioneers March 10, 2022
FIRST QUARTER 2022 BUSINESS SUBMISSION DEADLINES KEY DATES FOR 1Q First quarter new contract submission deadline -- Friday, March 25 The last day to submit completed new producer and new manager contracts to count toward first quarter recruiting goals is Friday, March 25. 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, March 25, in the order received, but this doesn't guarantee processing for first 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. First quarter processing deadlines • • • •
Clean census enrollment files -- received by Thursday, March 24, at 6 p.m. ET Clean manual business -- received by Wednesday, March 30, at 6 p.m. ET New business -- will continue to be processed until Friday, April 1, at 7 p.m. ET Clean electronic business -- received by Friday, April 1, at 10 p.m. ET.
***NEXT WEEK IS THE LAST WEEK, AND THE JACKPOT IS UP TO $370. JOIN US MARCH 16 9—10 AM FOR A CHANCE TO WIN!!!
Jeffrey Adams Carlos Escobar Ely Crawford Brandon Martin Melissa Hadlock
C = Construction M = Manufacturing
W = Wholesale G = Grocery CG = City Government
New Cases Opened This Week: Don Brink
John Curry
Margaret Bryant
Marci Talburt M
Branden Campbell
Tiffany Webb M
2022 First Quarter Sales Contest Big Sky in July is where your hot start in 2022 can bring you a blast of cool mountain air this summer. Find out how you can qualify for our luxurious first quarter contest trip to the spectacular beauty of Big Sky, Montana. Visit Propr for complete details.
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!
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 9)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$134,899.17
Weiland, Abigail
$30,396.36
Naugle, Ty
$33,702.00
Canals, Gabriel
$17,884.77
Maxwell, Denise
Top 15 Openers
$9,159.43
Week 9 Sales
Bringhurst, Angela
Top 15 Benefit Counselors
$5,670.00
WK 9 Net Sales Credits
Brink, Don
$36,894.34 Weiland, Abigail
7,366
Webb, Tiffany
$22,640.94 Isaacson, Stephanie $20,124.27 Losada Monroy, Raquel
6,003
Bryant, Margaret
5,936
Talburt, Marci
$7,676.28 Kinney, David $5,045.94 Kunkler, Karen
4,988
Bringhurst, Angela
$3,791.76 Gifford, Troy
4,321
Bonner, Lynn
$3,710.34 Maccabee, Amber
4,238
Curry, John
$3,109.80 Bonner, Lynn
2,597
Day, Terra
$3,021.03 Buschman, Roxana
2,152
Bilgen, Lisa
$2,320.80 Camarata, Tim
1,100
Snider, Jason
$2,046.24 Runtz, Joe
961
Runtz, Joe
$2,004.12 Snider, Jason $1,965.12 Granja Flores, Hugo
716
Betz, Wes
Cornett, Eric Gifford, Troy Runtz, Krista
$1,824.89 Runtz, Krista $1,798.38 Taylor, Todd
5,022
569 370 364
Quarter to Date Numbers (as of Week 9)
QTD Top DGA’s by % of Plan Naugle, Ty
123.4%
QTD Top ADM’s by % of Plan Weiland, Abigail
133.7%
Maxwell, Denise
91.4%
Runtz, Joe
130.1%
Thurston, Doug
89.1%
Canals, Gabriel
69.0%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$313,335.23 Kinney, David
32,632
Bryant, Margaret
$88,806.37 Losada Monroy, Raquel
26,607
Webb, Tiffany
$33,227.22 Kunkler, Karen
26,358
Gifford, Troy
$31,092.42 Isaacson, Stephanie
24,158
Day, Terra
$20,320.98 Maccabee, Amber
14,734
Runtz, Joe
$18,404.69 Gifford, Troy
13,059
Runtz, Krista
$14,893.01 Weiland, Abigail
11,237
Snider, Jason
$14,645.04 Buschman, Roxana
8,470
Betz, Wes
$14,259.00 Runtz, Joe
6,563
Shipman, Jeff
$14,047.41 Betz, Wes
5,395
Talburt, Marci
$12,847.53 Snider, Jason
5,126
Bringhurst, Angela
$12,682.44 Bonner, Lynn
4,790
Campbell, Branden
$12,631.47 Talburt, Marci
3,559
Ballweber, Theresa
$12,069.75 Peterson, Kimberly
3,416
Ford, Brook
$11,365.68 Lane, Michael
3,067
Year to Date Numbers (as of Week 9)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
17.3% Weiland, Abigail
26.6%
Thurston, Doug
11.9% Runtz, Joe
13.2%
Maxwell, Denise
9.9% Gifford, Troy
12.7%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$313,335.23
Kinney, David
32,632
Bryant, Margaret
$88,806.37
Losada Monroy, Raquel
26,607
Webb, Tiffany
$33,227.22
Kunkler, Karen
26,358
Gifford, Troy
$31,092.42
Isaacson, Stephanie
24,158
Day, Terra
$20,320.98
Maccabee, Amber
14,734
Runtz, Joe
$18,404.69
Gifford, Troy
13,059
Talburt, Marci
$15,369.50
Weiland, Abigail
11,237
Runtz, Krista
$14,893.01
Buschman, Roxana
8,470
Snider, Jason
$14,645.04
Runtz, Joe
6,563
Betz, Wes
$14,259.00
Betz, Wes
5,395
Shipman, Jeff
$14,047.41
Snider, Jason
5,126
Bringhurst, Angela
$12,682.44
Bonner, Lynn
4,790
Campbell, Branden
$12,631.47
Talburt, Marci
3,559
Ballweber, Theresa
$12,069.75
Peterson, Kimberly
3,416
Lane, Michael
3,067
Stubbs, Jason
$11,127.12
Year to Date Numbers (as of Week 9) Top 5 Coordinators
WK 9 Net Sales Credits
Ballweber, Theresa
4,836
Talburt, Marci
3,833
Bryant, Margaret
1,948
Bonner, Lynn
852
Gifford, Troy
70
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
44,836
Talburt, Marci
12,287
Bryant, Margaret
9,173
Gifford, Troy
3,206
Bonner, Lynn
2,236
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
44,836
Talburt, Marci
12,287
Bryant, Margaret
9,173
Gifford, Troy
3,206
Bonner, Lynn
2,236
1st Qtr Cases 2022 Goal:
48 2022 Actual:
20.5
42.7%
2022 Cases 2022 Goal:
350 2022 Actual:
20.5 cases 5.8% 1st Qtr Premium 2022 Goal:
$1,504,002 2022 Actual:
$1,035,976
68.8% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $1,035,976
10.4%
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 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