Oregon Idaho Pioneers March 21, 2017 October 6, 2016
to the agents who became Certified Managers by successfully completing last week’s District Development Program certification training March 15 - 17, 2017 DDP Class
(pictured: from left to right) Eric Jones, Gower Talley (Territory Instructor), Chelsey Dorr (Territory Recruiter), Rick Bobzien, Mike Alley, Wendy Herrmann (not pictured:) Casey Rathmanner
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.
We’ll see you at the top of the mountain June 9-12, 2017! (Contest runs January 1 - April 1, 2017)
1ST QTR
SUBMISSION DEADLINES First quarter business processing deadlines • Clean manual business received by Tuesday, March 28. • Clean census enrollment files - received by Wednesday, March 29, at 6 p.m. • Clean electronic business - received by Friday, March 31, at 6 p.m. • New business - will continue to be processed until Friday, March 31, at 7 p.m.
First quarter new contract submission deadline is Friday, March 24 The last day to submit completed new producer and new manager contracts to count toward first quarter recruiting goals is Friday, March 24. 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 March 24 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. E-mail Contracts@ColonialLife.com if you have any questions.
Make sure you follow insurance laws 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 nonresident state. Learn more about licensing requirements on Propr.
Portland Class Dates April 4 - 5 Enroller Class
Idaho Class Dates April 25 - 26 Enroller Class
April 11 - 13 Opener Class April 28 New Agent Advanced Training
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact Territory Instructor, Gower Talley GTalley@Coloniallife.com or 503.593.8356
INTERLAKKEN INC-Brian Dickson STONE NW INC-Tom Gunness 52 LIMITED-Julie Wolden
Oregon Idaho Territory New Agent Al Ruggiero
Want M.O.R.E. sales?
The Small Market Solutions team has two upcoming webinars to help you get M.O.R.E. (More Optimal Results from your Enrollments).
"Want M.O.R.E. sales?" webinar Thursday, April 6 at 11 a.m. EST Friday, April 7 at 1 p.m. EST Link: https://egc.unum.com/more/ Call in: (888) 238-7803 Passcode: 6786617# Getting more sales through a strong pre-enrollment communications campaign will help increase your sales and persistency and help get you working conditions. Come learn about some of our new capabilities to drive participation. Want to increase your sales by providing a personalized website and personalized emails for employees? If you answered “yes� to this question, you are invited to join this information packed webinar.
Week 11 Numbers
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$69,685
Kezele, William
$14,479 Griffeth, Jeffrey
$5,747
Griffin, Larry
$10,246 Rathmanner, Casey
$3,199
Top 15 Openers
Week 11 Sales
Brink, Don
$20,539.70
Thurston, Doug
$16,451.88
Pines, Zara Anne
$11,338.64
Griffin, Jeffrey
Top 15 Benefit Counselors
$7,372
WK 11 Net EN Sales Credits
Wollen, Gordon
8,008.04
Isaacson, Stephanie
6,060.72
Griffeth, Jeffrey
2,681.74
Buschman, Roxana
2,527.52
Leach, Susan
2,394.05
Morgester, Christine
2,211.75
Griffin, Jeffrey
2,089.17
Bell, Brian
1,779.63
Kunkler, Karen
1,752.19
Dickson, Brian
$8,530.68
Kezele, William
$5,606.55
Bryant, Margaret
$5,582.79
Griffeth, Jeffrey
$3,717.03
Griffin, Jeffrey
$3,321.80
Otis, Shawn
$3,287.34
Kezele, Virginia
$3,018.93
Gunness, Thomas
782.89
Cole, Traci
$2,945.28 Brink, Don $1,802.04 Cole, Traci
Taylor, Cearstin
$1,680.50 Pace, Stephen
583.17
Bringhurst, Angela
$1,655.40 Bringhurst, Angela
579.39
Curtis, Thomas
$1,571.18 Wolden, Julie
565.74
Sparks, Jonathan
837.03
630.71
Quarter to Date Numbers (as of week 11)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steven
86.6%
Griffeth, Jeffrey
Kezele, William
84.4%
Rathmanner, Casey
90.2%
Alley, Mike
73.9%
Ford, Brook
63.6%
Top 15 Openers Brink, Don
QTD-2017 Sales
Top 15 Benefit Counselors
$110,368.40 Isaacson, Stephanie
123.5%
QTD Net Sales Credit 34,015.84
Hansen, Brian
$76,293.41 Kunkler, Karen
15,596.06
Thurston, Doug
$74,495.69 Hansen, Brian
14,763.44
Pines, Zara Anne
$66,983.48 Buschman, Roxana
14,763.14
Bryant, Margaret
$47,901.11 Leach, Susan
13,728.28
Dickson, Brian
$32,301.06 Wollen, Gordon $20,633.34 Morgester, Christine
13,614.09
Griffeth, Tyson Ford, Brook Jones, Eric Cornett, Eric Rathmanner, Casey
10,884.93
$15,380.28 Gifford, Troy $14,311.80 Dickson, Brian
9,299.28
$11,408.20 Jones, Eric $10,422.21 Ramirez, Edward
6,082.82
6,154.80
4,489.55 4,121.76
Ramirez, Edward
$8,006.40 Wolden, Julie $8,005.64 Brink, Don
Taylor, Mary
$7,860.24 Bringhurst, Angela
3,791.95
Bringhurst, Angela
$7,722.00 Waldram, Matthew
3,764.15
Griffeth, Jeffrey
3,909.07
March 2017 Sun
Mon
Tue
Wed 1
Thu 2
Fri 3
Sat 4
Call Clinic 8 - 12 NOON
5
6
7
8
9
10
11
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
12
19
26
Daylight Savings Time Begins
13
Call Clinic 8 - 12 NOON
14
15
16
17
18
DDP - Lake Oswego St. Patrick’s Day
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
20
Call Clinic 8 - 12 NOON
21
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
27
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Blazers Broker Event/ Training 2 PM
28
22
23
8 Sales Days Left in Q1! 29
24
Call Clinic 8 - 12 NOON
30
31
Call Clinic 8 - 12 NOON
25
April 2017 Sun
Mon
Tue
Wed
Thu
Fri
Sat 1
2
3
4
5
6
7
8
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
9
10
Harmony Training (Lake Oswego)
Call Clinic 8 - 12 NOON
11
12
13
14
15
Direct Marketing Training (Lake Oswego)
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
16
17
Passover
Call Clinic 8 - 12 NOON
18
DDP
19
20
21
22
Passover
23
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
24
Call Clinic 8 - 12 NOON
25
26 Idaho Harmony Training
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
30
27
28
29 New Agent Advanced Training
Call Clinic 8 - 12 NOON
1st Qtr Case 2017 Goal:
49 2017 Actual:
26
53% 2017 Cases 2017 Goal:
259 2017 Actual:
26
10% 1st Qtr Premium 2017 Goal:
$1,610,000 2017 Actual:
$744,100
46% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$744,100
9%
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 Territory 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