Oregon Idaho SW WA Pioneers March 16, 2021
1Q BUSINESS SUBMISSION DEADLINES KEY DATES TO END FIRST QUARTER Make note of these important business submission deadline dates for first quarter. First Quarter Processing Deadlines •
Clean census enrollment files – received by Wednesday, March 24, at 6:00 p.m. EST.
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Clean manual business received by Wednesday, March 31, at 6:00 p.m. EST.
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New business – will continue to be processed until Friday, April 2, at 7:00 p.m. EST.
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Clean electronic business – received by Friday, April 2, at 10:00 p.m. EST.
New Cases Opened This Week: Joel Daniels Mike Durre Rhett Egan (2 cases) Matt Waldram
For more information, visit Propr.
Watch our Inforce Growth! New Line of Coverage (Critical Illness Initiative) Results So Far... Week 10 Critical Illness Sales: $14,189.04 Week 10 Groups Adding CI Policies: 22 Week 10 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 3 Agents CI Premium For Week 10: Don Brink: $6,311.64 Derek Thurston: $1,813.02 Terra Day: $704.10
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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
$89,445.06
Taylor, Mary
$11,211.72
Maxwell, Denise
$11,411.28
Jones, Amanda
$8,539.74
Marquess, Rick
$11,211.72
Canals, Gabriel
$7,380.24
Top 15 Openers Brink, Don
Week 10 Sales
Top 15 Benefit Counselors
$60,249.51 Kunkler, Karen
WK 10 Net Sales Credits 5,320
Egan, Rhett
$7,540.44 Egan, Rhett
2,639
Thurston, Derek
$5,933.16 Morgester, Christine
2,520
Taylor, Todd
$5,739.60 Isaacson, Stephanie
2,316
Ballweber, Theresa
$4,203.72 Wolden, Julie
1,891
Waldram, Matt
$4,133.64 Maccabee, Amber
1,690
Taylor, Mary
$3,398.55 Ballweber, Theresa
1,605
May, Chris
$3,224.16 Lane, Michael
1,452
Shipman, Jeff
$3,204.45 Waldram, Matt
1,447
Lane, Michael
$3,143.16 Taylor, Todd
1,376
Wolden, Julie
$3,125.40 Buschman, Roxana
1,215
Daniels, Joel
$3,047.04 Daniels, Joel
1,066
Ray, Carrie
$2,671.32 DuPriest, Kathy
935
Scheppegrell, Leslie
$2,244.72 Ford, Brook
925
Day, Terra
$1,249.86 Miller, Tricia
836
Quarter to Date Numbers (as of Week 10)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
91.7%
Vann, Todd
97.1%
Marquess, Rick
82.1%
Canals, Gabriel
73.5%
Maxwell, Denise
65.6%
Taylor, Mary
66.4%
Top 15 Openers Brink, Don Bryant, Margaret
QTD - 2021 Sales
Top 15 Benefit Counselors
$251,502.44 Kunkler, Karen $37,112.69 Isaacson, Stephanie
QTD Total Net Sales Credit 45,420 15,714
Ballweber, Theresa
$33,534.60 Losada Monroy, Raquel
12,520
Bringhurst, Angela
$25,666.80 Gifford, Troy
12,428
Scheppegrell, Leslie
$24,286.92 Miller, Tricia
10,920
Thurston, Derek
$19,887.18 Wolden, Julie
8,819
Campbell, Branden
$18,153.24 DuPriest, Kathy
7,392
Taylor, Todd
$17,385.35 Morgester, Christine
4,931
Betz, Wes
$17,231.46 Taylor, Todd $14,284.80 Buschman, Roxana
4,703
Ford, Brook
4,635
Ray, Carrie
$13,151.46 Waldram, Matt
4,326
Daniels, Joel
$12,552.72 Maccabee, Amber
4,323
Waldram, Matt
$12,358.92 Bryant, Margaret
4,165
Wolden, Julie
$11,666.28 Scheppegrell, Leslie
3,791
Taylor, Mary
$8,023.39 Greenwald, Ben
3,713
Year to Date Numbers (as of Week 10)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Marquess, Rick
12.9% Taylor, Mary
13.3%
Thurston, Doug
11.2% Vann, Todd
12.1%
Cornett, Kevin
10.7% Bringhurst, Angela
10.2%
Top 15 Openers Brink, Don Bryant, Margaret
YTD - 2021 Sales $251,502.44 $37,112.69
Top 15 Benefit Counselors Kunkler, Karen
YTD Total Net Sales Credit 45,420
Isaacson, Stephanie
15,714
Ballweber, Theresa
$33,534.60
Losada Monroy, Raquel
12,520
Bringhurst, Angela
$25,666.80
Gifford, Troy
12,428
Scheppegrell, Leslie
$24,286.92
Miller, Tricia
10,920
Thurston, Derek
$19,887.18
Wolden, Julie
8,819
Campbell, Branden
$18,153.24
DuPriest, Kathy
7,392
Taylor, Todd
$17,385.35
Morgester, Christine
4,931
Betz, Wes
$17,231.46
Taylor, Todd
4,703
Ray, Carrie
$13,151.46
Buschman, Roxana
4,635
Daniels, Joel
$12,552.72
Waldram, Matt
4,326
Waldram, Matt
$12,358.92
Maccabee, Amber
4,323
Wolden, Julie
$11,666.28
Bryant, Margaret
4,165
Taylor, Mary
$8,023.39
Scheppegrell, Leslie
3,791
Bilgen, Lisa
$7,803.99
Greenwald, Ben
3,713
Year to Date Numbers (as of Week 10) Top 5 Coordinators Ballweber, Theresa
WK 10 Net Sales Credits 8,604
Talburt, Marci
1,810
Gross, Lynsay
877
Ward, Sue
305
Gifford, Troy
191
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 40,562
Talburt, Marci
8,980
Bryant, Margaret
4,798
Bringhurst, Angela
3,014
Gross, Lynsay
2,824
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 40,562
Talburt, Marci
8,980
Bryant, Margaret
4,798
Bringhurst, Angela
3,014
Gross, Lynsay
2,824
1st Qtr Cases 2021 Goal:
29 2021 Actual:
22
75.8%
2021 Cases 2021 Goal:
203 2021 Actual:
22
10.8% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$922,912
61.9% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$922,912
9.7%
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 Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@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