March 23, 2021 Newsletter

Oregon Idaho SW WA Pioneers March 23, 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: Rhett Egan Ashley Sanchez Leslie Scheppegrell Derek Thurston

For more information, visit Propr.

Watch our Inforce Growth!

New Line of Coverage (Critical Illness Initiative) Results So Far...

Week 11 Critical Illness Sales: $13,295.64 Week 11 Groups Adding CI Policies: 19 Week 11 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 3 Agents CI Premium For Week 11: Don Brink: $4,100.35 Angela Bringhurst: $1,873.80 Ashley Sanchez: $1,754.40

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 11)

WTD Top ADM’s

WTD Top DGA’s

Bringhurst, Angela

$13,668.30

Thurston, Doug

$37,692.56

Attebery, Shane

$14,350.40

Jones, Amanda

$12,000.66

Bringhurst, Steve

$13,668.30

Canals, Gabriel

$11,373.96

Top 15 Openers

Week 11 Sales

Top 15 Benefit Counselors

WK 11 Net Sales Credits

Brink, Don

$17,275.40 Egan, Rhett

4,015

Bringhurst, Angela

$12,524.40 Sanchez, Ashley

3,661

Egan, Rhett

$11,470.80 Kunkler, Karen

3,194

Sanchez, Ashley

$10,459.68 Camarata, Tim

1,838

Bryant, Margaret

$6,917.99 Thurston, Derek

1,654

Campbell, Branden

$6,237.12 Talburt, Marci

1,565

Scheppegrell, Leslie

$6,178.56 Bryant, Margaret

1,536

Thurston, Derek

$5,009.88 Taylor, Sarah

1,302

Daniels, Joel

$3,890.72 DuPriest, Kathy

1,083

Talburt, Marci

$2,577.78 Scheppegrell, Leslie

1,081

Ballweber, Theresa

$1,570.09 Isaacson, Stephanie

635

Taylor, Mary

$1,409.85 Maccabee, Amber

591

Lane, Michael

$1,200.24 Bilgen, Lisa

538

Ray, Carrie

$1,098.24 Miller, Tricia

451

Bird, Gerald

$1,034.88 Daniels, Joel

450

Quarter to Date Numbers (as of Week 11)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Thurston, Doug

97.5%

Vann, Todd

121.9%

Marquess, Rick

86.5%

Jones, Amanda

89.3%

Attebery, Shane

75.9%

Canals, Gabriel

82.2%

Top 15 Openers Brink, Don Bryant, Margaret

QTD - 2021 Sales

Top 15 Benefit Counselors

$268,777.84 Kunkler, Karen $44,030.68 Isaacson, Stephanie

QTD Total Net Sales Credit 48,613 16,349

Bringhurst, Angela

$38,191.20 Losada Monroy, Raquel

12,708

Ballweber, Theresa

$35,104.69 Gifford, Troy

12,365

Scheppegrell, Leslie

$30,465.48 Miller, Tricia

11,371

Thurston, Derek

$24,897.06 Wolden, Julie

8,819

Campbell, Branden

$24,390.36 DuPriest, Kathy

8,476

Egan, Rhett

$19,011.24 Egan, Rhett

6,654

Taylor, Todd

$18,109.25 Bryant, Margaret

5,701

Betz, Wes

$17,231.46 Morgester, Christine

4,931

Daniels, Joel

$16,443.44 Maccabee, Amber

4,913

Ford, Brook

$15,344.52 Taylor, Todd

4,888

Ray, Carrie

$14,249.70 Scheppegrell, Leslie

4,873

Waldram, Matt

$12,619.32 Buschman, Roxana

4,666

Wolden, Julie

$11,666.28 Waldram, Matt

4,417

Year to Date Numbers (as of Week 11)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Marquess, Rick

13.6% Vann, Todd

15.2%

Cornett, Kevin

12.6% Bringhurst, Angela

14.6%

Thurston, Doug

11.9% Taylor, Mary

14.2%

Top 15 Openers Brink, Don Bryant, Margaret

YTD - 2021 Sales $268,777.84 $44,030.68

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Kunkler, Karen

48,613

Isaacson, Stephanie

16,349

Bringhurst, Angela

$38,191.20

Losada Monroy, Raquel

12,708

Ballweber, Theresa

$35,104.69

Gifford, Troy

12,365

Scheppegrell, Leslie

$30,465.48

Miller, Tricia

11,371

Thurston, Derek

$24,897.06

Wolden, Julie

8,819

Campbell, Branden

$24,390.36

DuPriest, Kathy

8,476

Egan, Rhett

$19,011.24

Egan, Rhett

6,654

Taylor, Todd

$18,109.25

Bryant, Margaret

5,701

Betz, Wes

$17,231.46

Morgester, Christine

4,931

Daniels, Joel

$16,443.44

Maccabee, Amber

4,913

Ray, Carrie

$14,249.70

Taylor, Todd

4,888

Waldram, Matt

$12,619.32

Scheppegrell, Leslie

4,873

Wolden, Julie

$11,666.28

Buschman, Roxana

4,666

Sanchez, Ashley

$10,459.68

Waldram, Matt

4,417

Year to Date Numbers (as of Week 11) Top 5 Coordinators

WK 11 Net Sales Credits

Ballweber, Theresa

3,202

Talburt, Marci

2,218

Bringhurst, Angela

1,252

Bryant, Margaret

705

Ward, Sue

129

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 43,764

Talburt, Marci

11,197

Bryant, Margaret

5,503

Bringhurst, Angela

4,266

Gross, Lynsay

2,859

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 43,764

Talburt, Marci

11,197

Bryant, Margaret

5,503

Bringhurst, Angela

4,266

Gross, Lynsay

2,859

1st Qtr Cases 2021 Goal:

29 2021 Actual:

26

89.6%

2021 Cases 2021 Goal:

203 2021 Actual:

26

12.8% 1st Qtr Premium 2021 Goal:

$1,489,000 2021 Actual:

$1,028,530

69% 2021 Premium 2021 Goal

$9,490,000 2021 Actual:

$1,028,530

10.8%

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