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.
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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: 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