Oregon Idaho SW WA Pioneers March 15, 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!!!
Fawn Tracy Benjamin Mauro Aaron Miller
New Cases Opened This Week:
C = Construction
Branden Campbell
W = Wholesale
Mike Durre C
G = Grocery
Krista Runtz
CG = City Government
M = Manufacturing
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.
“Play by the rules, but be ferocious." – Phil Knight, founder, Nike
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 10)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$44,792.81
Canals, Gabriel
Maxwell, Denise
$13,638.39
Runtz, Joe
$8,379.92
Bringhurst, Angela
$3,794.93
Kezele, Will
Top 15 Openers Brink, Don
$6,308.32
Week 10 Sales
Top 15 Benefit Counselors
$19,507.07 Isaacson, Stephanie
$14,409.93
WK 10 Net Sales Credits 3,515
$6,037.26 Kinney, David $3,974.95 Gifford, Troy
2,938
2,252
Bringhurst, Angela
$3,765.18 Runtz, Joe $3,735.59 Kunkler, Karen
Daniels, Joel
$3,332.76 Maccabee, Amber
1,521
Betz, Wes
$2,929.71 Runtz, Krista
1,318
Bryant, Margaret
$2,617.13 Miller, Tricia
1,247
Griffeth, Jeff
$2,559.75 Peterson, Kimberly
1,121
Gifford, Troy
$2,525.59 Canals, Gabriel
1,055
Canals, Gabriel
$2,110.68 Buschman, Roxana
1,023
Day, Terra
$1,465.59 Betz, Wes $1,434.60 Bringhurst, Angela
636
$1,424.59 Gonzalez, Ernesto $1,082.76 Snider, Jason
367
Campbell, Branden Runtz, Joe Runtz, Krista
Taylor, Mary Gonzalez, Ernesto Buchanan, Jeff
2,573
2,187
622
287
Quarter to Date Numbers (as of Week 10)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
128.3%
Runtz, Joe
154.0%
Maxwell, Denise
106.9%
Weiland, Abigail
139.4%
Thurston, Doug
94.9%
Canals, Gabriel
78.8%
Top 15 Openers Brink, Don
QTD - 2022 Sales
Top 15 Benefit Counselors
$332,842.30 Kinney, David
QTD Total Net Sales Credit 35,570
Bryant, Margaret
$91,423.50 Kunkler, Karen
28,545
Gifford, Troy
$33,618.01 Isaacson, Stephanie
27,673
Webb, Tiffany
$33,227.22 Losada Monroy, Raquel
26,619
Runtz, Joe
$22,379.64 Maccabee, Amber
16,256
Day, Terra
$21,786.57 Gifford, Troy
15,632
Campbell, Branden
$18,668.73 Weiland, Abigail
11,237
Runtz, Krista
$18,658.19 Buschman, Roxana
9,492
Betz, Wes
$17,188.71 Runtz, Joe
8,815
Bringhurst, Angela
$16,418.03 Betz, Wes
6,030
Snider, Jason
$15,465.60 Snider, Jason
5,413
Ford, Brook
$15,442.68 Bonner, Lynn
4,790
Shipman, Jeff
$13,932.28 Bringhurst, Angela
3,580
Talburt, Marci
$13,807.31 Talburt, Marci
3,456
Ballweber, Theresa
$10,616.22 Runtz, Krista
3,349
Year to Date Numbers (as of Week 10)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
17.9% Weiland, Abigail
27.8%
Thurston, Doug
12.7% Runtz, Joe
15.7%
Maxwell, Denise
11.5% Gifford, Troy
13.9%
Top 15 Openers Brink, Don
YTD - 2022 Sales $332,842.30
Top 15 Benefit Counselors
YTD Total Net Sales
Kinney, David
35,570
Bryant, Margaret
$91,423.50
Kunkler, Karen
28,545
Gifford, Troy
$33,618.01
Isaacson, Stephanie
27,673
Webb, Tiffany
$33,227.22
Losada Monroy, Raquel
26,619
Runtz, Joe
$22,379.64
Maccabee, Amber
16,256
Day, Terra
$21,786.57
Gifford, Troy
15,632
Campbell, Branden
$18,668.73
Weiland, Abigail
11,237
Runtz, Krista
$18,658.19
Buschman, Roxana
9,492
Betz, Wes
$17,188.71
Runtz, Joe
8,815
Bringhurst, Angela
$16,418.03
Betz, Wes
6,030
Talburt, Marci
$16,329.28
Snider, Jason
5,413
Snider, Jason
$15,465.60
Bonner, Lynn
4,790
Shipman, Jeff
$13,932.28
Bringhurst, Angela
3,580
Ballweber, Theresa
$10,616.22
Talburt, Marci
3,456
Stubbs, Jason
$10,592.64
Runtz, Krista
3,349
Year to Date Numbers (as of Week 10) Top 5 Coordinators Ballweber, Theresa
WK 10 Net Sales Credits 3,142
Gifford, Troy
541
Talburt, Marci
472
Bonner, Lynn
358
Bryant, Margaret
266
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
47,978
Talburt, Marci
12,760
Bryant, Margaret
9,438
Gifford, Troy
3,747
Bonner, Lynn
2,594
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
47,978
Talburt, Marci
12,760
Bryant, Margaret
9,438
Gifford, Troy
3,747
Bonner, Lynn
2,594
1st Qtr Cases 2022 Goal:
48 2022 Actual:
22.5
46.8%
2022 Cases 2022 Goal:
350 2022 Actual:
22.5 cases 6.4% 1st Qtr Premium 2022 Goal:
$1,504,002 2022 Actual:
$1,120,329
74.4% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $1,120,329
11.2%
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