March 14, 2023 Newsletter

Page 1

Please add these important dates to your calendar.

New Cases Opened This Week:

Jeff Mitchell C

Joe Runtz

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

Join us for Colonial Life’s first ever National Dialed In April 7, from 1 to 2 p.m. ET. On this call, you’ll hear from senior leadership, learn best practices from your peers across the country and help celebrate 2022 and first quarter 2023 sales achievements. You’ll also get exciting updates on Agent Assist, Cross-Brand Sales, Gathr and more. Add National Dialed In to your calendar today.

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 10)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 10 Sales Campbell, Branden $18,844.80 Mitchell, Jeff $13,919.52 Brink, Don $5,818.32 Ballweber, Theresa $5,679.48 Gurney, Brenda $4,224.72 Erickson, Cagney $4,065.54 Boutwell, Gladys $3,750.24 Curey, Jacob $2,691.18 Bilgen, Lisa $2,331.30 Keim, Jacob $2,151.24 Maccabee, Amber $1,844.20 Gifford, Troy $1,798.05 Mora, Giuliana $1,753.44 Weiland, Abigail $1,699.08 Ray, Carrie $1,351.86
Top DGA’s Thurston, Doug $89,859.45 Jones, Eric $18,144.24 Naugle, Ty $13,410.30 WTD TopADM’s Canals, Gabriel $28,280.88 Jones, Amanda $18,144.24 Curry, John $8,907.96 Top 15 Benefit Counselors WK 10 Net Sales Credits Miller, Tricia 5,440 Mitchell, Jeff 4,872 Ingram, Brooke 3,454 Leach, Susan 2,753 Sweeney, Jerry 2,637 Hadlock, Melissa 2,406 Maccabee, Amber 2,230 Kinney, David 2,177 Losada Monroy, Raquel 1,091 Palmer, Corey 1,085 Isaacson, Stephanie 925 Buschman, Roxana 791 Gifford, Troy 782 Peterson, Kimberly 674 Morgester, Christine 534

Quarter

to Date Numbers (as of Week 10)

QTD Top DGA’s by % of Plan Naugle, Ty 120.1% Jones, Eric 112.7% Marquess, Rick 105.3% QTD TopADM’s by % of Plan Curry, John 187.0% Jones, Amanda 156.3% Stubbs, Jason 112.0% Top 15 Openers QTD - 2023 Sales Brink, Don $230,080.34 Campbell, Branden $95,405.58 Bryant, Margaret $73,225.15 Ballweber, Theresa $42,327.87 Kirk, Elliot $31,208.16 Weiland, Abigail $29,519.78 Ray, Carrie $27,107.03 Erickson, Cagney $25,442.34 Bilgen, Lisa $21,838.17 Mitchell, Jeff $21,663.96 Gifford, Troy $18,544.89 Thueson, Blake $17,671.92 Runtz, Krista $14,194.84 Taylor, Mary $13,345.89 Waldram, Matt $13,339.20 Top 15 Benefit Counselors QTD Total Net Sales Credit Isaacson, Stephanie 26,739 Losada Monroy, Raquel 19,597 Kinney, David 19,273 Miller, Tricia 17,931 Hadlock, Melissa 17,187 Maccabee, Amber 16,937 Sweeney, Jerry 12,028 Leach, Susan 9,711 Gifford, Troy 8,631 Buschman, Roxana 8,128 Smith, Pamela 7,897 Mitchell, Jeff 7,582 Ingram, Brooke 5,005 Cottle, Craig 4,942 Waldram, Matt 4,787
YTD Top DGA’s by % of Plan Jones, Eric 22.6% Naugle, Ty 18.1% Marquess, Rick 13.3% YTD TopADM’s by % of Plan Jones, Amanda 31.5% Curry, John 18.8% Weiland, Abigail 17.8% Top 15 Openers YTD - 2023 Sales Brink, Don $230,080.34 Campbell, Branden $95,405.58 Bryant, Margaret $73,225.15 Ballweber, Theresa $42,327.87 Kirk, Elliot $31,208.16 Weiland, Abigail $29,519.78 Ray, Carrie $27,107.03 Erickson, Cagney $25,442.34 Bilgen, Lisa $21,838.17 Mitchell, Jeff $21,663.96 Gifford, Troy $18,544.89 Thueson, Blake $17,671.92 Runtz, Krista $14,194.84 Taylor, Mary $13,345.89 Waldram, Matt $13,339.20 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 26,739 Losada Monroy, Raquel 19,597 Kinney, David 19,273 Miller, Tricia 17,931 Hadlock, Melissa 17,187 Maccabee, Amber 16,937 Sweeney, Jerry 12,028 Leach, Susan 9,711 Gifford, Troy 8,631 Buschman, Roxana 8,128 Smith, Pamela 7,897 Mitchell, Jeff 7,582 Ingram, Brooke 5,005 Cottle, Craig 4,942 Waldram, Matt 4,787
Year to Date Numbers (as of Week 10)
Date Numbers
of Week
Top 5 Coordinators WK 10 Net Sales Credits Ballweber, Theresa 3,941 Talburt, Marci 1,843 Mitchell, Jeff 1,344 Bonner, Lynn 430 Gifford, Troy 221 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 42,872 Talburt, Marci 17,432 Bryant, Margaret 5,938 Bonner, Lynn 3,887 Gifford, Troy 2,433 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 42,872 Talburt, Marci 17,432 Bryant, Margaret 5,938 Bonner, Lynn 3,887 Gifford, Troy 2,433
Year to
(as
10)
2023 Cases 2023 Goal: 208 2023 Actual: 26 cases 12.5% 1st Qtr Premium 2023 Goal: $1,636,003 2023 Actual: $1,237,985 75.6% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $1,237,985 9.6% 1st Qtr Cases 2023 Goal: 24 2023 Actual: 26 108.3%

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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March 14, 2023 Newsletter by Eric Weiland - Issuu