Oregon Idaho Pioneers March 5, 2019 October 6, 2016
For more information, visit Propr
New Cases Opened This Week: Theresa Ballweber Jose Luis Masjuan Carrie Ray Jeff Shipman Natasha Shklayvel
National Days in March March 6—Ash Wednesday, National Oreo Cookie Day March 8—National Oregon Day, International Women’s Day March 10—Daylight Savings Time March 11—National Napping Day March 13—National K9 Veterans Day March 14—National Pi Day
March 17—St. Patrick’s Day March 21—National Common Courtesy Day March 23—National Chip and Dip Day March 27—Manatee Appreciation Day March 30—National Take a Walk in the Park Day
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
March Classes Opener Class March 5 - 7 8 am – 5 pm
Enroller Class in Eugene, OR March 14 - 15* 8 am – 5 pm *Please note date change
FOR DETAILS, SEE PROPR
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 9)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$65,479.32
Canals, Gabriel
$21,944.16
Alley, Mike
$25,962.69
Griffeth, Jeff
$13,875.36
Kezele, Will
$13,875.36
Pratt, Jared
$8,614.44
Top 15 Openers
Week 9 Sales
Top 15 Benefit Counselors
WK 9 Net Sales Credits
Gifford, Troy
$13,187.19 Losada Monroy, Raquel
4,343
Thurston, Doug
$12,171.59 Weiland, Abigail
3,039
Brink, Don
$11,953.75 Brink, Don
2,854
Masjuan, Jose Luis
$9,651.45 Griffeth, Jeff
2,433
Canals, Gabriel
$7,136.01 Leach, Susan
2,374
Pratt, Jared
$6,437.70 Isaacson, Stephanie
2,174
Shipman, Jeff
$4,974.82 Kunkler, Karen $4,922.04 Shklayvel, Natasha
1,988 1,678
Eldrett, Jamie
$4,373.13 Griffeth, Terri $4,150.71 Morgester, Christine
Ray, Carrie
$3,717.54 Rasmussen, Kelley
1,489
Ballweber, Theresa
$3,560.76 Pratt, Jared $2,502.52 Buschman, Roxana
1,458
$1,980.42 Granja Flores, Hugo $1,569.84 Ashbeck, Sheila
1,038
Shklayvel, Natasha Pines, Zara
Bryant, Margaret Weiland, Abigail Jones, Eric
1,723 1,509
1,295 1,003
Quarter to Date Numbers (as of Week 9)
QTD Top DGA’s by % of Plan Alley, Mike
116.2%
QTD Top ADM’s by % of Plan Rathmanner, Casey
118.5% 115.1%
Cornett, Kevin
95.2%
Bilgen, Lisa
Thurston, Doug
87.5%
Canals, Gabriel
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
96.6%
QTD Total Net Sales Credit
Thurston, Doug
$238,250.25 Isaacson, Stephanie
41,494
Bryant, Margaret
$114,764.43 Liddell, Billy
32,466
Brink, Don
$94,725.79 Day, Terra
19,545
Kartub, Doug
$42,494.88 Losada Monroy, Raquel
18,079
Cornett, Kevin
$35,157.42 Leach, Susan
12,144
Masjuan, Jose Luis
$30,759.30 Weiland, Abigail
10,859
Ballweber, Theresa
$27,343.77 Husen, Kayla
10,497
Ray, Carrie
$27,090.03 Rasmussen, Kelley $26,978.52 Gray, Jeff
10,023
$26,814.24 Campbell, Branden $24,307.50 Kunkler, Karen
8,176
$24,030.37 Ford, Brook $22,201.20 Parsons, Katherine
7,755
$21,435.69 Bringhurst, Angela $19,403.15 Pratt, Jared
6,275
Campbell, Branden
Bringhurst, Angela Gray, Jeff Rathmanner, Casey Ford, Brook Pines, Zara Myers, Jan
8,609 8,007 7,704 6,247
Year to Date Numbers (as of Week 9)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
12.4% Bilgen, Lisa
14.7%
Thurston, Doug
12.0% Jones, Eric
12.5%
Cornett, Kevin
11.8% Rathmanner, Casey
12.3%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Thurston, Doug
$236,480.89
Isaacson, Stephanie
41,494
Bryant, Margaret
$118,982.90
Liddell, Billy
32,466
Brink, Don
$95,140.65
Day, Terra
19,545
Kartub, Doug
$42,494.88
Losada Monroy, Raquel
18,079
Cornett, Kevin
$35,157.42
Leach, Susan
12,144
Masjuan, Jose Luis
$31,436.46
Weiland, Abigail
10,859
Ballweber, Theresa
$27,343.77
Husen, Kayla
10,497
Ray, Carrie
$27,090.03
Rasmussen, Kelley
10,023
Campbell, Branden
$26,978.52
Gray, Jeff
8,609
Bringhurst, Angela
$26,814.24
Campbell, Branden
8,176
Gray, Jeff
$24,307.50
Kunkler, Karen
8,007
Rathmanner, Casey
$23,840.29
Ford, Brook
7,755
Pines, Zara
$21,102.87
Parsons, Katherine
7,704
Myers, Jan
$19,308.35
Bringhurst, Angela
6,275
Gifford, Troy
$18,478.19
Pratt, Jared
6,247
Year to Date Numbers (as of Week 9)
Top 5 Coordinators
WK 9 Net Sales Credits
Ballweber, Theresa
6,144
Talburt, Marci
2,035
Gifford, Troy
1,388
Gross, Lynsay
905
Bryant, Margaret
182
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
62,871
Talburt, Marci
15,409
Gross, Lynsay
5,648
Jones, Eric
4,211
Bryant, Margaret
3,730
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
62,871
Talburt, Marci
15,409
Gross, Lynsay
5,648
Jones, Eric
4,211
Bryant, Margaret
3,730
1st Qtr Cases 2019 Goal:
49 2019 Actual:
44
89.7%
2019 Cases 2019 Goal:
376 2019 Actual:
44
11.7%
1st Qtr Premium 2019 Goal:
$1,517,000 2019 Actual:
$1,249,923
82.3% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$1,249,923
10.7%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550