April 1, 2020 Newsletter

Oregon Idaho Pioneers April 1, 2020 October 6, 2016

Oregon/Idaho Pioneers‌ Don’t forget to visit the Propr Marketing Hub for great resources

DISPATCH POWERED BY WONOLO AN EASIER WAY TO FIND AN ENROLLER ENROLLERS, ARE YOU SIGNED UP? You can dispatch benefit counselors through an app on your phone. Coordinators post job assignments in the system, and notifications are sent based on their qualifications (badges), proximity to the job and rating. Notifications can be sent to a targeted group in the order the coordinator specified.

Agents receive notifications for the jobs, review the details and can accept whichever ones they choose. The app will continue to offer the job until it’s filled.

The following enhancements have been made to make this tool even better: • • • •

An import option for quicker posting of jobs The ability to push all notifications at once to eliminate waiting The option to send jobs to specific enrollers A flexible date feature To get started, click here. Training is available on My Learning Connection.

If you have questions, contact Catherine Bost at 803-678-2529 or CBost@ColonialLife.com. More details visit Propr.

“There is nothing like a dream to create the future.” Victor Hugo

New Cases Opened This Week: Kate Beck

Skeeter Ramirez

Branden Campbell

Carrie Ray

Troy Gifford

Cameron Thomas

Chris Meyers

2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center.

Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.

Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss.

Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!

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 13)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$50,539.65

Ray, Carrie

$18,483.72

Alley, Mike

$24,902.13

Canals, Gabriel

$13,568.76

Kezele, Will

$16,812.12

Gifford, Troy

$11,017.80

Top 15 Openers

Week 13 Sales

Top 15 Benefit Counselors

WK 13 Net Sales Credits

Brink, Don

$10,981.38 Peterson, Kimberly

8,876

Ray, Carrie

$10,750.50 DuPriest, Kathy

5,821

Meyers, Christopher

$7,816.08 Thurston, Derek

3,521

Griffeth, Tyson

$6,594.58 Meyers, Christopher

2,469

Thurston, Derek

$6,147.60 Kunkler, Karen

2,196

Pines, Zara

$6,118.68 Gifford, Troy

2,091

Bryant, Margaret

$4,795.50 Bryant, Margaret $4,499.10 Ford, Brook

1,580 1,453

Beck, Kate

$4,423.22 Peterson, Kimberly $4,126.80 Canals, Gabriel

Bowley, Alyssa

$4,001.28 Buschman, Roxana

1,347

Bickford, Ethan

$2,911.38 Morgester, Christine $2,720.52 Granja Flores, Hugo

1,287

$2,449.44 Fleener, Lois $2,300.43 Thomas, Cameron

1,048

Harris, Leslie Gifford, Troy

Ramirez, Skeeter Rasmussen, Kelley Thomas, Cameron

1,470 1,444

1,220 995

Quarter to Date Numbers (as of Week 13)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

157.2%

Bilgen, Lisa

212.2%

Kezele, Will

113.4%

Gifford, Troy

187.3%

Rasmussen, Kelley

120.4%

Thurston, Doug

Top 15 Openers

93.0%

QTD - 2020 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Bryant, Margaret

$258,250.31 Isaacson, Stephanie

67,623

Brink, Don

$203,353.42 Losada Monroy, Raquel

43,078

Bilgen, Lisa

$199,566.75 Kunkler, Karen

42,141

Gifford, Troy

$45,551.65 Wollen, Gordon

21,840

Ford, Brook

$40,129.56 DuPriest, Kathy

18,632

Bringhurst, Angela

$39,764.19 Buschman, Roxana

18,550

Thurston, Derek

$32,103.24 Peterson, Kimberly

15,968

Pines, Zara

$26,684.01 Brink, Don $25,456.77 Gifford, Troy

14,219

13,520

Hayes, Shawn

$22,521.52 Taylor, Todd $21,874.56 Parsons, Kate

Harris, Leslie

$20,992.56 Leach, Susan

10,892

Fulton, David

$20,992.24 Ford-Pritchett, Brook

10,786

Bowley, Alyssa

$20,924.43 Wolf, Bennett

9,585

Stewart-Reehl, Deborah

$20,575.94 Bringhurst, Angela

8,957

Ray, Carrie

Ballweber, Theresa

14,209 13,497

Year to Date Numbers (as of Week 13)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

25.1% Bilgen, Lisa

54.3%

Thurston, Doug

16.0% Gifford, Troy

23.8%

Kezele, Will

15.9% Ray, Carrie

20.1%

Top 15 Openers

YTD - 2020 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Bryant, Margaret

$255,680.88

Isaacson, Stephanie

67,623

Bilgen, Lisa

$199,371.54

Losada Monroy, Raquel

43,078

Brink, Don

$188,587.93

Kunkler, Karen

42,141

Gifford, Troy

$45,551.65

Wollen, Gordon

21,840

Bringhurst, Angela

$39,764.19

DuPriest, Kathy

18,632

Thurston, Derek

$27,474.54

Buschman, Roxana

18,550

Pines, Zara

$26,992.25

Peterson, Kimberly

15,968

Ray, Carrie

$25,134.03

Brink, Don

14,219

Ballweber, Theresa

$22,521.52

Gifford, Troy

14,209

Hayes, Shawn

$21,874.56

Taylor, Todd

13,520

Harris, Leslie

$20,992.56

Parsons, Kate

13,497

Fulton, David

$20,992.24

Leach, Susan

10,892

Bowley, Alyssa

$20,924.43

Ford-Pritchett, Brook

10,786

Stewart-Reehl, Deborah

$20,575.94

Wolf, Bennett

9,585

Taylor, Mary

$20,538.39

Bringhurst, Angela

8,957

Year to Date Numbers (as of Week 13)

Top 5 Coordinators

WK 13 Net Sales Credits

Ballweber, Theresa

4,329

Talburt, Marci

2,995

Gifford, Troy

1,492

Bringhurst, Angela

877

Gross, Lynsay

874

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

51,996

Bryant, Margaret

43,782

Talburt, Marci

23,470

Gifford, Troy

6,561

Bringhurst, Angela

4,994

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

51,996

Bryant, Margaret

43,782

Talburt, Marci

23,470

Gifford, Troy

6,561

Bringhurst, Angela

4,994

1st Qtr Cases 2020 Goal:

70 2020 Actual:

39

55.7%

2020 Cases 2020 Goal:

435 2020 Actual:

39

8.9% 1st Qtr Premium 2020 Goal:

$1,997,002 2020 Actual:

$1,849,120

92.5% 2020 Premium 2020 Goal

$11,316,000 2020 Actual:

$1,849,120

16.3%

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 Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com

Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550