Oregon Idaho SW WA Pioneers March 30, 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: Theresa Ballweber Kate Beck
Amber Maccabee Marci Otis
For more information, visit Propr.
Watch our Inforce Growth! New Line of Coverage (Critical Illness Initiative) Results So Far... Week 12 Critical Illness Sales: $14,854.68 Week 12 Groups Adding CI Policies: 24 Week 12 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 3 Agents CI Premium For Week 12: Margaret Bryant: $3,889.56 Don Brink: $3,100.35 Joel Daniels: $2,741.40
Abigail Weiland’s team outing to Top Golf, with agents Laura Sayles, Michael Lane and Drake Foss.
April Dates to Remember April 1—April Fool’s Day April 2—World Autism Awareness Day April 4—National School Librarian Day April 5—Gold Star Spouses Day April 6—National Employee Benefits Day April 7—National Beer Day April 11—National Pet Day April 12—National Grilled Cheese Day April 14—National Gardening Day April 15—Get to Know Your Customers Day April 16—National Healthcare Decisions Day and National Wear Your PJs to Work Day April 22—National Earth Day and National Jelly Bean Day April 27—National Prime Rib Day
April 30—National Adopt a Shelter Pet Day
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 12)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$69,940.32
Canals, Gabriel
Attebery, Shane
$25,072.08
Daniels, Joel
$14,963.52
Marquess, Rick
$14,741.64
Taylor, Mary
$14,741.64
Top 15 Openers
Week 12 Sales
Top 15 Benefit Counselors
$15,191.52
WK 12 Net Sales Credits
Bryant, Margaret
$14,983.50 Losada Monroy, Raquel
5525
Daniels, Joel
$14,963.52 Kunkler, Karen
4757
Brink, Don
$11,036.20 Daniels, Joel
4260
Otis, Marci
$9,398.16 Bryant, Margaret
4160
Beck, Kate
$6,341.40 Bonner, Lynn
3289
Maccabee, Amber
$5,680.66 Isaacson, Stephanie
1738
Taylor, Todd
$5,448.84 Morgester, Christine
1689
Campbell, Branden
$5,286.12 Lane, Michael
1466
Bilgen, Lisa
$4,807.44 Bilgen, Lisa
1248
Lane, Michael
$4,187.16 Ballweber, Theresa
Ballweber, Theresa
$3,635.04 Taylor, Todd
995
Weiland, Abigail
$3,446.76 Castro Monroy, Jonathan
736
Ray, Carrie
$1,961.28 Wollen, Gordon
669
Wollen, Gordon
$1,910.64 Miller, Tricia
653
Rosas, Ian
$1,630.26 Campbell, Branden
566
1144
Quarter to Date Numbers (as of Week 12)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
131.6%
Otis, Marci
151.6%
Marquess, Rick
111.1%
Vann, Todd
128.2%
Thurston, Doug
108.2%
Daniels, Joel
104.0%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$279,814.04 Kunkler, Karen
QTD Total Net Sales Credit 53,371
Bryant, Margaret
$59,014.18 Losada Monroy, Raquel
18,233
Ballweber, Theresa
$38,739.73 Isaacson, Stephanie
17,877
Bringhurst, Angela
$38,505.00 Gifford, Troy
12,730
Scheppegrell, Leslie
$32,045.52 Miller, Tricia
12,024
Daniels, Joel
$31,406.96 Bryant, Margaret
9,861
Campbell, Branden
$29,676.48 Wolden, Julie
8,909
Thurston, Derek
$24,982.62 DuPriest, Kathy
8,691
Taylor, Todd
$23,558.09 Daniels, Joel
8,049
Egan, Rhett Betz, Wes
$20,325.24 Egan, Rhett $18,167.25 Morgester, Christine
6,621
Ray, Carrie
$16,210.98 Taylor, Todd
5,883
Bilgen, Lisa
$13,280.49 Scheppegrell, Leslie
5,426
Waldram, Matt
$13,134.84 Buschman, Roxana
5,170
Ford, Brook
$12,861.84 Lane, Michael
4,825
7,114
Year to Date Numbers (as of Week 12)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Marquess, Rick
17.4% Taylor, Mary
19.1%
Attebery, Shane
16.3% Vann, Todd
16.0%
Thurston, Doug
13.3% Daniels, Joel
15.9%
Top 15 Openers Brink, Don
YTD - 2021 Sales $279,814.04
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
53,371
Bryant, Margaret
$59,014.18
Losada Monroy, Raquel
18,233
Ballweber, Theresa
$38,739.73
Isaacson, Stephanie
17,877
Bringhurst, Angela
$38,505.00
Gifford, Troy
12,730
Scheppegrell, Leslie
$32,045.52
Miller, Tricia
12,024
Daniels, Joel
$31,406.96
Bryant, Margaret
9,861
Campbell, Branden
$29,676.48
Wolden, Julie
8,909
Thurston, Derek
$24,982.62
DuPriest, Kathy
8,691
Taylor, Todd
$23,558.09
Daniels, Joel
8,049
Egan, Rhett
$20,325.24
Egan, Rhett
7,114
Betz, Wes
$18,167.25
Morgester, Christine
6,621
Ray, Carrie
$16,210.98
Taylor, Todd
5,883
Bilgen, Lisa
$13,280.49
Scheppegrell, Leslie
5,426
Waldram, Matt
$13,134.84
Buschman, Roxana
5,170
Wolden, Julie
$11,666.28
Lane, Michael
4,825
Year to Date Numbers (as of Week 12) Top 5 Coordinators
WK 12 Net Sales Credits
Ballweber, Theresa
5,178
Talburt, Marci
2,624
Ward, Sue
1,381
Bryant, Margaret
1,299
Bonner, Lynn
1,055
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
48,942
Talburt, Marci
13,822
Bryant, Margaret
6,801
Bringhurst, Angela
4,266
Ward, Sue
3,566
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
48,942
Talburt, Marci
13,822
Bryant, Margaret
6,801
Bringhurst, Angela
4,266
Ward, Sue
3,566
1st Qtr Cases 2021 Goal:
29 2021 Actual:
30
103%
2021 Cases 2021 Goal:
203 2021 Actual:
30
14.7% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$1,172,150
78.7% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$1,172,150
12.3.%
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