March 29, 2023 Newsletter

Page 1

EndofQ12023ProcessingDeadlines

• Cleanelectronicbusiness–receivedby10p.m.ETonFriday,March31,2023.

• Newbusiness–willcontinuetobeprocesseduntil7p.m.ETonFriday,March31,2023.

• Cleanmanualbusinessreceivedby6p.m.ETonWednesday,March29.

Importantnote:Aswehavedoneattheendofeveryquarter,thehomeofficewillautomaticallysubmitoutstandingHarmonybusinessforcompletedenrollmentswithcoverageeffective datesuptoandincluding3/31/23,onthelastbusinessdayofthequarter3/31/23,startingat 5p.m.ET.

IMPORTANT REMINDER:

As you continue writing business, please remember the person writing the applications should be the person coded in the enroller role. Only the person who conducted the enrollment should get enroller credit towards compensation and contest qualifications. By coding your business correctly, you can avoid compliance issues and stay focused on growing your sales.

New Cases Opened This Week:

Corri Attebery

Brook Ford C

Corey Palmer

Matt Putman

Marci Talburt

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

Join us for Colonial Life’s first ever National Dialed In April 7, from 1 to 2 p.m. ET. On this call, you’ll hear from senior leadership, learn best practices from your peers across the country and help celebrate 2022 and first quarter 2023 sales achievements. You’ll also get exciting updates on Agent Assist, Cross-Brand Sales, Gathr and more. Add National Dialed In to your calendar today.

2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE

2024 President’s Club

March 4–6

The Reserve at Grand Hyatt Baha Mar

The Bahamas

President’s Club qualifiers will experience Paradise Found the moment they arrive at The Reserve within the Grand Hyatt Baha Mar in The Bahamas. This exclusive hotel within the Grand Hyatt resort takes luxury to the next level, including authentic Bahamian service, a private lounge and special amenities.

Floor-to-ceiling windows provide incomparable views of the gorgeous island scenery from every room, just steps away from sun-soaked sand beaches and pristine blue waters. This opulent resort offers endless options for relaxation or adventure, from pools to the spa, and from the onsite casino to a private wildlife sanctuary not to mention dozens of diningoptionsforfreshlocaland internationalcuisine.

2024 Leaders Conference

March 6–11

Grand Hyatt Baha Mar

The Bahamas

The Grand Hyatt Baha Mar in The Bahamas will welcome 2024 Leaders Conference qualifiers ready to find their paradise. This spectacular oceanfront resort offers breathtaking views from every room and the ultimate in luxurious service.

Tempt your palate with fresh local and international cuisine at more than 45 dining options in or near the hotel including the resort’s private food trucks, right on the sand. Enjoy sunset from the rooftop cocktail bar or stop by the jazz bar with live music. There’s no need to leave the resort to experience the glamour of the largest casino in the Bahamas, the 15-acre beachfront waterpark, or the resort’s private wildlife sanctuary.

Week to Date Numbers (as of Week 12)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 12 Sales Campbell, Branden $28,372.44 Palmer, Corey $13,057.20 Putman, Matt $11,607.63 Brink, Don $10,684.92 Bryant, Margaret $8,776.45 Wolden, Julie $4,152.84 Ford, Brook $2,687.40 Talburt, Marci $2,092.50 Bilgen, Lisa $1,695.72 Webb, Tiffany $1,615.08 White, Andrew $1,613.76 Wollen, Gordon $1,599.48 Gifford, Troy $1,479.39 Hess, Jordon $705.48 Taylor, Todd $624.14
Top DGA’s Thurston, Doug $96,682.99 Griffeth, Jeff $14,145.36 Attebery, Corri $9,912.24 WTD TopADM’s Canals, Gabriel $42,994.32 Putman, Matt $12,753.24 Weiland, Abigail $5,798.76 Top 15 Benefit Counselors WK 12 Net Sales Credits Camarata, Tim 7,786 Isaacson, Stephanie 5,849 Putman, Matt 4,455 Palmer, Corey 3,301 Losada Monroy, Raquel 2,043 Morgester, Christine 1,936 Kinney, David 1,918 Wolden, Julie 1,453 Sweeney, Jerry 1,131 Smith, Pamela 1,126 Buschman, Roxana 967 Hadlock, Melissa 899 Drebes, Tate 803 Morrison, Robert 682 Maccabee, Amber 589

Quarter

to Date Numbers (as of Week 12)

QTD Top DGA’s by % of Plan Griffeth, Jeff 144.8% Naugle, Ty 138.5% Marquess, Rick 120.5% QTD TopADM’s by % of Plan Curry, John 224.1% Jones, Amanda 156.5% Stubbs, Jason 128.4% Top 15 Openers QTD - 2023 Sales Brink, Don $256,732.37 Campbell, Branden $147,920.94 Bryant, Margaret $82,047.27 Ballweber, Theresa $43,197.75 Kirk, Elliot $31,208.16 Weiland, Abigail $30,412.88 Ray, Carrie $27,727.43 Bilgen, Lisa $26,545.11 Erickson, Cagney $25,577.34 Curey, Jacob $24,884.94 Mitchell, Jeff $21,663.96 Gifford, Troy $20,422.62 Putman, Matt $18,972.74 Thueson, Blake $17,671.92 Taylor, Mary $14,594.21 Top 15 Benefit Counselors QTD Total Net Sales Credit Isaacson, Stephanie 48,877 Kinney, David 25,073 Losada Monroy, Raquel 24,159 Hadlock, Melissa 21,074 Miller, Tricia 20,541 Maccabee, Amber 19,160 Sweeney, Jerry 15,795 Leach, Susan 10,243 Buschman, Roxana 9,802 Camarata, Tim 9,746 Gifford, Troy 9,596 Smith, Pamela 9,444 Putman, Matt 8,080 Mitchell, Jeff 7,582 Ingram, Brooke 4,971
YTD Top DGA’s by % of Plan Jones, Eric 22.6% Naugle, Ty 20.9% Marquess, Rick 15.2% YTD TopADM’s by % of Plan Jones, Amanda 31.5% Curry, John 22.5% Weiland, Abigail 20.1% Top 15 Openers YTD - 2023 Sales Brink, Don $256,732.37 Campbell, Branden $147,920.94 Bryant, Margaret $82,047.27 Ballweber, Theresa $43,197.75 Kirk, Elliot $31,208.16 Weiland, Abigail $30,412.88 Ray, Carrie $27,727.43 Bilgen, Lisa $26,545.11 Erickson, Cagney $25,577.34 Curey, Jacob $24,884.94 Mitchell, Jeff $21,663.96 Gifford, Troy $20,422.62 Putman, Matt $18,972.74 Thueson, Blake $17,671.92 Taylor, Mary $14,594.21 Top 15 Benefit Counselors YTD Total Net Sales Isaacson, Stephanie 48,877 Kinney, David 25,073 Losada Monroy, Raquel 24,159 Hadlock, Melissa 21,074 Miller, Tricia 20,541 Maccabee, Amber 19,160 Sweeney, Jerry 15,795 Leach, Susan 10,243 Buschman, Roxana 9,802 Camarata, Tim 9,746 Gifford, Troy 9,596 Smith, Pamela 9,444 Putman, Matt 8,080 Mitchell, Jeff 7,582 Ingram, Brooke 4,971
Year to Date Numbers (as of Week 12)
Date Numbers (as of Week
Top 5 Coordinators WK 12 Net Sales Credits Ballweber, Theresa 5,500 Bryant, Margaret 1,881 Gifford, Troy 1,428 Bonner, Lynn 1,031 Talburt, Marci 847 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 53,499 Talburt, Marci 19,631 Bryant, Margaret 7,934 Bonner, Lynn 5,591 Gifford, Troy 4,835 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 53,499 Talburt, Marci 19,631 Bryant, Margaret 7,934 Bonner, Lynn 5,591 Gifford, Troy 4,835
Year to
12)
2023 Cases 2023 Goal: 208 2023 Actual: 35 cases 16.8% 1st Qtr Premium 2023 Goal: $1,636,003 2023 Actual: $1,496,854 91.4% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $1,496,854 11.7% 1st Qtr Cases 2023 Goal: 24 2023 Actual: 35 145.8%

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

Kimberly Dustin

Regional Broker Manager

503-798-3162 (cell)

Kdustin@ColonialLife.com

Colton Phillips

Recruiting Consultant

530-440-8514 (cell)

CPhillips@ColonialLife.com

Tom Chambers

Territory Sales Trainer

503-706-2099 (cell)

TChambers@ColonialLife.com

Main Line: 503.416.0550

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035

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