March 16, 2021 Newsletter

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.

•

Clean manual business received by Wednesday, March 31, at 6:00 p.m.

EST.

•

New business – will continue to be processed until Friday, April 2, at 7:00 p.m. EST.

•

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