Oregon Idaho Pioneers March 19, 2019 October 6, 2016
FIRST QUARTER BUSINESS SUBMISSION DEADLINES MARK THESE DATES New contract submission – received by Friday, March 22 The last day to submit completed new producer and new manager contracts to count toward first quarter recruiting goals is Friday, March 22. 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 22, 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 on Propr. Review contracts submitted online 24/7 on your online dashboard. Questions? E-mail Contracts@ColonialLife.com.
First quarter processing deadlines •
Clean manual business – received by Tuesday, March 26.
•
Clean census enrollment files – received by Wednesday, March 27, at 6 p.m. EST.
•
Clean electronic business – received by Friday, March 29, at 10 p.m. EST.
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New business – will continue to be processed until 7 p.m. on Friday, March 29.
Make sure you follow insurance guidelines You can't sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or non-resident state. Learn more about licensing requirements on Propr.
FUN DOWN UNDER! LEADERS CONFERENCE & PRESIDENT’S CLUB AUSTRALIA—2019
TOP TERRITORY OF 2018!!! CONGRATULATIONS OREGON/IDAHO PIONEERS Stephanie Isaacson, Margaret Bryant, Theresa Ballweber, Lisa Bilgen, Branden Campbell, Eric Weiland, Casey Rathmanner, Mike Alley, Don Brink, Doug Thurston
MORE FUN DOWN UNDER, 2019
New Cases Opened This Week: Don Brink Doug Kartub Carrie Ray Abigail Weiland Christina Winters
March Classes Opener Class March 5 - 7 8 am – 5 pm
Enroller Class in Eugene, OR March 14 - 15* 8 am – 5 pm *Please note date change
April Classes Opener Class April 9—11 8 am – 5 pm
Enroller Class April 23—24 8 am – 5 pm
"Don't let what you cannot do interfere with what you can do." -John R. Wooden
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
FOR DETAILS, SEE PROPR
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 11)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$48,024.40
Rathmanner, Casey
Alley, Mike
$22,446.20
Bringhurst, Angela
$6,685.44
Bilgen, Lisa
$5,581.08
Bringhurst, Steve
Top 15 Openers
$6,685.44
Week 11 Sales
Top 15 Benefit Counselors
$14,831.40
WK 11 Net Sales Credits
Brink, Don
$15,628.33 Wolden, Julie
5,412
Thurston, Doug
$13,708.85 Weiland, Abigail
3,421
Ray, Carrie
$7,663.80 Isaacson, Stephanie
3,353
Cornett, Kevin
$6,532.56 Leach, Susan
2,167
Bringhurst, Angela
$5,752.62 Brink, Don
1,835
Kartub, Doug
$5,581.08 Granja Flores, Hugo
1,379
Dickson, Brian
$3,851.85 Bringhurst, Angela $3,786.12 Kunkler, Karen
1,306 1,101
Griffeth, Jeff
$2,552.43 DuPriest, Kathy $2,209.15 Moote, Liz
Rathmanner, Casey
$2,046.00 Day, Terra
989
Gifford, Troy
$1,994.04 Liddell, Billy $1,889.82 Myers, Jan
951
$1,889.82 Griffeth, Tyson $1,565.04 Buschman, Roxana
869
Myers, Jan Weiland, Abigail
Talbott, Shelby Winters, Christina Campbell, Branden
1,135 1,034
920 790
Quarter to Date Numbers (as of Week 11)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
149.0%
Rathmanner, Casey
168.4%
Cornett, Kevin
108.9%
Bilgen, Lisa
147.1%
Thurston, Doug
96.4%
Canals, Gabriel
103.3%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Thurston, Doug
$258,395.69 Isaacson, Stephanie
44,134
Bryant, Margaret
$118,157.56 Liddell, Billy
33,418
Brink, Don
$80,098.06 Day, Terra
19,473
Kartub, Doug
$60,109.20 Losada Monroy, Raquel
18,966
Ray, Carrie
$51,199.47 Weiland, Abigail
18,618
Cornett, Kevin
$40,629.90 Leach, Susan
14,475
Bringhurst, Angela
$34,893.18 Husen, Kayla
10,754
Masjuan, Jose Luis
$30,759.30 Kunkler, Karen $30,267.12 Rasmussen, Kelley
9,801
$29,245.87 Campbell, Branden $26,571.59 Gray, Jeff
8,865
$26,430.21 Shklayvel, Natasha $24,506.28 Bringhurst, Angela
8,488
$23,350.35 Wolden, Julie $20,743.40 Parsons, Katherine
7,372
Campbell, Branden
Rathmanner, Casey Myers, Jan Ballweber, Theresa Gray, Jeff Pines, Zara Gifford, Troy
8,972 8,748 8,219 7,272
Year to Date Numbers (as of Week 11)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
15.9% Bilgen, Lisa
18.7%
Cornett, Kevin
13.5% Rathmanner, Casey
17.5%
Thurston, Doug
13.2% Jones, Eric
13.2%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Thurston, Doug
$256,306.11
Isaacson, Stephanie
44,134
Bryant, Margaret
$122,396.77
Liddell, Billy
33,418
Brink, Don
$80,775.54
Day, Terra
19,473
Kartub, Doug
$60,109.20
Losada Monroy, Raquel
18,966
Ray, Carrie
$51,199.47
Weiland, Abigail
18,618
Cornett, Kevin
$40,629.90
Leach, Susan
14,475
Bringhurst, Angela
$34,893.18
Husen, Kayla
10,754
Masjuan, Jose Luis
$31,436.46
Kunkler, Karen
9,801
Campbell, Branden
$30,267.12
Rasmussen, Kelley
8,972
Rathmanner, Casey
$28,995.94
Campbell, Branden
8,865
Ballweber, Theresa
$26,430.21
Gray, Jeff
8,748
Myers, Jan
$25,297.43
Shklayvel, Natasha
8,488
Gray, Jeff
$24,506.28
Bringhurst, Angela
8,219
Pines, Zara
$23,383.83
Wolden, Julie
7,372
Gifford, Troy
$20,743.40
Parsons, Katherine
7,272
Year to Date Numbers (as of Week 11)
Top 5 Coordinators
WK 11 Net Sales Credits
Ballweber, Theresa
4,184
Talburt, Marci
1,737
Bringhurst, Angela
669
Gifford, Troy
481
Ward, Sue
340
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
64,694
Talburt, Marci
20,897
Gross, Lynsay
4,471
Jones, Eric
4,074
Bringhurst, Angela
3,802
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
64,694
Talburt, Marci
20,897
Gross, Lynsay
4,471
Jones, Eric
4,074
Bringhurst, Angela
3,802
1st Qtr Cases 2019 Goal:
49 2019 Actual:
52
106%
2019 Cases 2019 Goal:
376 2019 Actual:
52
13.8%
1st Qtr Premium 2019 Goal:
$1,517,000 2019 Actual:
$1,438,509
94.8% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$1,438,509
12.4%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550