March 2, 2023 Newsletter

Page 1

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

New Cases Opened This Week:

David Warren M

Christy Hite C

Jacob Keim C

Giuliana Mora C

Greg Moss M

March 6 National Oreo Cookie Day, National Dentist’s Day

March 8 National Proofreading Day, National Oregon Day, International Women’s Day

March 12 National Plant a Flower Day

March 13 National K-9 Veteran Day, National Good Samaritan Day

March 14 National Pi Day

March 15 National Napping Day

March 17 St. Patrick’s Day

March 19 National Certified Nurses Day

March 21 National Common Courtesy Day

March 23 National Puppy Day, National Chip and Dip Day

March 29 National Vietnam War Veterans Day

March 30 National Virtual Vacation Day

March 31 National Doctors Day

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 8)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 8 Sales Campbell, Branden $24,845.94 Bryant, Margaret $12,289.93 Bilgen, Lisa $8,009.91 Moss, Greg $7,337.49 Mora, Giuliana $7,151.16 Runtz, Krista $6,169.44 David, Justin $5,098.68 Keim, Jacob $4,473.24 Ray, Carrie $3,512.88 Brink, Don $3,202.38 Taylor, Mary $3,070.37 Weiland, Abigail $2,796.66 Maccabee, Amber $2,556.36 Bishop, Kaci $2,555.46 Hite, Christy $2,555.46
Top DGA’s Thurston, Doug $67,881.84 Naugle, Ty $24,916.74 Runtz, Joe $15,301.68 WTD TopADM’s Curry, John $15,042.57 Stubbs, Jason $11,474.22 Weiland, Abigail $9,874.17 Top 15 Benefit Counselors WK 8 Net Sales Credits Kinney, David 4,249 Isaacson, Stephanie 3,033 Granja Flores, Hugo 2,919 Maccabee, Amber 2,838 Losada Monroy, Raquel 2,799 Sweeney, Jerry 2,461 Runtz, Krista 1,822 Miller, Tricia 1,803 Leach, Susan 1,460 Hite, Christy 1,431 Bringhurst, Angela 953 Buschman, Roxana 750 Gealon, Jon 602 Smith, Pamela 521 Erickson, Cagney 461

Quarter to Date Numbers (as of Week 8)

QTD Top DGA’s by % of Plan Marquess, Rick 79.1% Naugle, Ty 76.7% Maxwell, Denise 62.8% QTD TopADM’s by % of Plan Curry, John 103.0% Stubbs, Jason 78.8% Weiland, Abigail 59.4% Top 15 Openers QTD - 2023 Sales Brink, Don $197,164.25 Bryant, Margaret $76,249.89 Ballweber, Theresa $31,210.59 Campbell, Branden $24,067.92 Weiland, Abigail $23,135.36 Bilgen, Lisa $14,291.34 Runtz, Krista $13,503.34 Taylor, Mary $11,844.85 Kirk, Elliot $11,612.28 Ray, Carrie $11,528.09 Waldram, Matt $10,648.44 Maccabee, Amber $10,125.24 Curey, Jacob $9,797.88 Erickson, Cagney $8,757.84 Moss, Greg $7,337.49 Top 15 Benefit Counselors QTD Total Net Sales Credit Isaacson, Stephanie 20,629 Losada Monroy, Raquel 16,834 Maccabee, Amber 13,833 Kinney, David 11,561 Miller, Tricia 10,306 Hadlock, Melissa 8,733 Sweeney, Jerry 7,344 Smith, Pamela 6,964 Buschman, Roxana 4,211 Waldram, Matt 3,727 Leach, Susan 3,673 Gifford, Troy 3,579 Runtz, Krista 3,016 Granja Flores, Hugo 2,837 Cottle, Craig 2,534
YTD Top DGA’s by % of Plan Naugle, Ty 11.6% Runtz, Joe 11.3% Marquess, Rick 10.0% YTD TopADM’s by % of Plan Weiland, Abigail 12.3% Stubbs, Jason 10.9% Curry, John 10.4% Top 15 Openers YTD - 2023 Sales Brink, Don $197,164.25 Bryant, Margaret $76,249.89 Ballweber, Theresa $31,210.59 Campbell, Branden $24,067.92 Weiland, Abigail $23,135.36 Bilgen, Lisa $14,291.34 Runtz, Krista $13,503.34 Taylor, Mary $11,844.85 Kirk, Elliot $11,612.28 Ray, Carrie $11,528.09 Waldram, Matt $10,648.44 Maccabee, Amber $10,125.24 Curey, Jacob $9,797.88 Erickson, Cagney $8,757.84 Talburt, Marci $7,698.55 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 20,629 Losada Monroy, Raquel 16,834 Maccabee, Amber 13,833 Kinney, David 11,561 Miller, Tricia 10,306 Hadlock, Melissa 8,733 Sweeney, Jerry 7,344 Smith, Pamela 6,964 Buschman, Roxana 4,211 Waldram, Matt 3,727 Leach, Susan 3,673 Gifford, Troy 3,579 Runtz, Krista 3,016 Granja Flores, Hugo 2,837 Cottle, Craig 2,534
Year to Date Numbers (as of Week 8)
Date Numbers
of Week
Top 5 Coordinators WK 8 Net Sales Credits Ballweber, Theresa 4,156 Talburt, Marci 2,887 Bryant, Margaret 1,009 Bonner, Lynn 761 Thompson, Maleena 320 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 27,249 Talburt, Marci 11,150 Bryant, Margaret 5,687 Bonner, Lynn 2,839 Thompson, Maleena 1,196 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 27,249 Talburt, Marci 11,150 Bryant, Margaret 5,687 Bonner, Lynn 2,839 Thompson, Maleena 1,196
Year to
(as
8)
2023 Cases 2023 Goal: 208 2023 Actual: 15 cases 7.2% 1st Qtr Premium 2023 Goal: $1,636,003 2023 Actual: $833,695 50.9% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $833,695 6.5% 1st Qtr Cases 2023 Goal: 24 2023 Actual: 15 62.5%

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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