March 14 newsletter by Eric Weiland

Oregon Idaho Pioneers March 14, 2017 October 6, 2016

ASR Richard Jamieson has earned top Territory honors and $100 in Februaryâ€™s National RACE Event!

Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.

2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date 

$70,000 in sales premium



4 new recruits



1- $20k opener with 2 new accounts

*Q3 Start Date 

$50,000 in sales premium



3 new recruits



1 - $20k opener with 2 new accounts

OR 

Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)



Minimum Q3 year-to-date sales plan of $60,000



4 new recruits



2 - $20k openers, each with 2 new accounts

DGA hired in 2016 or prior: 

Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)



4 new recruits



2 - $20k openers, each with 2 new accounts

2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018

2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018

Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.

Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.

Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.

Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.

Reps and managers who elevate their sales will climb high into the Blue Ridge Mountains of North Carolina and spend three nights overlooking Asheville at the renowned Grove Park Inn. High-class accommodations await you and your guest, along with breathtaking views, gourmet farm-to-table dining, white water rafting, zipline treetop adventures and much more.

Weâ€™ll see you at the top of the mountain June 9-12, 2017! (Contest runs January 1 - April 1, 2017)

Program Update

Find Out How Our Programs Can Drive Sales For You Our value-added services and programs are building momentum for sales so far this year. As of week five, we’ve used our programs to close 62 cases with a total of 1,745 employees. The result has been an average of 59% participation and almost $565,000 in sales premium. The top three programs currently are AD&D, ID Theft and Telemedicine. The top five territories utilizing our programs are: 1. Alabama – Elana D’Arciprete 2. Oregon/Idaho – Eric Weiland 3. Central Florida – T.J. McInnis 4. Ohio – Chris McKee 5. Washington/Alaska – Scott Nielsen

#2 National Ranking!

Here’s more information on some of our top programs: Telemedicine (MDLIVE) (now lowered to 10 lives)  Provides one year of access to employees that sit with us. This is a great way to help cut down on the cost of healthcare for employees. It also can benefit employers by cutting on time away from work to resolve basic ailments.  Requirements:  10-499 lives  New account  75% POPS  Two employee paid products Continued on next page…….

Program Update, cont.

Legal Document Preparation Services (LawAssure)  Provides one year of complimentary access to LawAssure to employees that sit with us. Through this site individuals have access to a “TurboTax” style legal document preparation platform including Wills, Power of Attorney, Living Trust and over 100 additional documents.  Requirements:  10-499 lives  New or Existing Account  50% POPS  Two employee paid products Funded Flex for Commercial Markets (Now lowered to 75 lives)  We have extended our current Public Sector offer to the commercial market space. We will provide the administration fees for FSA, DCA, and commuter accounts through our partnership with Ameriflex.  Requirements:  75-499 Lives  Commercial and Public Sector Accounts  75% POPS  NO employer paid products Technology Allowance for POPS  Provides funding to the broker or DGA to help offset the costs associated with providing a benefit administration system.  Currently available for Selerix and Employee Navigator only.  Requirements:  10-499 Lives  New Accounts  75% POPS  Two employee paid products

Portland Class Dates

Idaho Class Dates

March 15 - 17 DDP

April 25 - 26 Enroller Class

April 4 - 5 Enroller Class

Classes are 9 am-5pm *Lunch is provided

April 11 - 13 Opener Class April 28 New Agent Advanced Training

Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)

Questions? Contact RI Gower Talley GTalley@Coloniallife.com or 503.593.8356

Welcome Oregon/Idaho Territory New Agents! Rick Bobzien Kristin Autry Lori Ryan Michael Delucia Jenny Beth Whiting Aaron Michael Wortman

MARTIN HOSPITALITY, INC Don Brink EPIC AIRCRAFT LLC Eric Cornett IDAHO MEDICAL ASSOCIATION Bennett Wolf

Week 10 Numbers

WTD Top DGA’s Thurston, Doug

WTD Top ADM’s $22,884

Ford, Brook

$7,175

Cornett, Eric

$7,844 Taylor, Mary

$4,747

Maxwell, Denise

$7,393 Rathmanner, Casey

$2,228

Top 15 Openers

Week 10 Sales

Brink, Don

$9,356.34

Cornett, Eric

$7,600.21

Wolf, Bennett

$5,797.08

Thurston, Doug

$3,952.79

Housley, Kym

$3,381.84

Pines, Zara Anne

$3,378.00

Dickson, Brian

$2,619.75

Bryant, Margaret

$2,117.14

Griffeth, Jeffrey

$1,660.44

Pace, Stephen

$1,377.60

Top 15 Benefit Counselors

WK 10 Net EN Sales Credits

Wollen, Gordon

2,947.65

Wolf, Bennett

2,028.97

Durre, Michael

1,718.54

Isaacson, Stephanie

1,599.57

Housley, Kym

1,183.64

Kunkler, Karen

1,093.10

Fierstos, Suzanna

1,026.91

Buschman, Roxana

782.70

Leach, Susan

684.60

Griffeth, Tyson

546.44 482.16

Wolden, Julie

$974.94 Pace, Stephen $684.36 Brink, Don

Rathmanner, Casey

$658.20 Griffeth, Jeffrey

405.93

Taylor, Thomas

$644.84 Myers, Jan

332.17

Gifford, Troy

$449.22 Gifford, Troy

278.69

Kezele, William

439.38

Quarter to Date Numbers (as of week 10)

QTD Top 3 DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Bringhurst, Steve

82.5%

Griffeth, Jeffrey

Kezele, William

73.6%

Rathmanner, Casey

82.4%

Alley, Michael

67.5%

Ford, Brook

59.0%

Top 15 Openers

QTD-2017 Sales

Top 15 Benefit Counselors

117.6%

QTD Net Sales Credit

Brink, Don

$89,456.59 Isaacson, Stephanie

27955.12

Hansen, Brian

$76,191.55 Hansen, Brian

14763.44

Thurston, Doug

$56,879.33 Kunkler, Karen

13843.87

Pines, Zara Anne

$55,036.53 Buschman, Roxana

12235.62

Bryant, Margaret

$42,097.37 Leach, Susan

11334.23

Dickson, Brian

$23,770.38 Gifford, Troy $20,633.34 Morgester, Christine

8910.82

$14,693.40 Jones, Eric $14,238.24 Dickson, Brian

6216.38

$11,658.89 Wollen, Gordon $10,553.73 Ramirez, Edward

5606.05

Griffeth, Tyson Jones, Eric Ford, Brook Cornett, Eric Rathmanner, Casey

8673.18

5744.38

4356.09 3970.16

Taylor, Mary

$8,587.74 Waldram, Matthew $7,860.24 Ford, Brook

Ramirez, Edward

$7,700.60 Fierstos, Suzanna

3633.77

Morris, Ronald

$7,324.10 Wolden, Julie

3556.02

Waldram, Matthew

3708.6

March 2017 Sun

Mon

Tue

Wed 1

Thu 2

Fri 3

Sat 4

Call Clinic 8 - 12 NOON

Territory Wide Race Event

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Daylight Savings Time Begins

Call Clinic 8 - 12 NOON

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

14 Sales Days Left in Q1!

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Call Clinic 8 - 12 NOON

Blazers Broker Event/ Training 2 PM

DDP - Lake Oswego St. Patrickâ€™s Day

Call Clinic 8 - 12 NOON

April 2017 Sun

Mon

Tue

Wed

Thu

Fri

Sat 1

Territory Wide Race Event

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Harmony Training (Lake Oswego)

Call Clinic 8 - 12 NOON

Direct Marketing Training (Lake Oswego)

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Passover

Call Clinic 8 - 12 NOON

DDP

Passover

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

Call Clinic 8 - 12 NOON

26 Idaho Harmony Training

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

29 New Agent Advanced Training

Call Clinic 8 - 12 NOON

1st Qtr Case 2017 Goal:

49 2017 Actual:

47% 2017 Cases 2017 Goal:

259 2017 Actual:

9% 1st Qtr Premium 2017 Goal:

$1,610,000 2017 Actual:

$640,300

40% 2017 Premium 2017 Goal

$7,931,000 2017 Actual:

$640,300

THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Regional Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550

BENEFITS OF GOOD HARD WORK