March 9, 2023 Newsletter

Page 1

New Cases Opened This Week:

Wes Betz C

Elliot Kirk (3 cases) C, C, C

Branden Campbell C Denise Maxwell C

Justin David

Mike Durre

Blake Thueson

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 9)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 9 Sales Campbell, Branden $52,492.86 Brink, Don $27,097.77 Kirk, Elliot $19,595.88 Thueson, Blake $17,671.92 Ray, Carrie $14,227.08 Erickson, Cagney $12,618.96 Robison, Mark $12,030.72 Gifford, Troy $10,777.40 Betz, Wes $10,319.05 Keim, Jacob $5,919.60 Ballweber, Theresa $5,437.80 Bilgen, Lisa $5,215.53 Weiland, Abigail $4,685.34 Stubbs, Jason $3,137.55 Canals, Gabriel $3,044.37
Top DGA’s Thurston, Doug $130,350.18 Naugle, Ty $41,663.16 Jones, Eric $41,233.56 WTD TopADM’s Canals, Gabriel $72,902.64 Jones, Amanda $38,318.64 Curry, John $21,340.56 Top 15 Benefit Counselors WK 9 Net Sales Credits Hadlock, Melissa 6,048 Kinney, David 5,534 Isaacson, Stephanie 5,185 Gifford, Troy 4,270 Morgester, Christine 4,211 Leach, Susan 3,285 Buschman, Roxana 3,126 Betz, Wes 2,949 Cottle, Craig 2,747 Miller, Tricia 2,184 Hayes, Shawn 2,075 Sweeney, Jerry 2,048 Kirk, Elliot 1,693 Losada Monroy, Raquel 1,671 Ingram, Brooke 1,551

Quarter to Date Numbers (as of Week 9)

QTD Top DGA’s by % of Plan Naugle, Ty 109.5% Marquess, Rick 96.7% Jones, Eric 89.2% QTD TopADM’s by % of Plan Curry, John 162.2% Jones, Amanda 121.4% Stubbs, Jason 100.6% Top 15 Openers QTD - 2023 Sales Brink, Don $224,262.02 Bryant, Margaret $78,078.26 Campbell, Branden $76,560.78 Ballweber, Theresa $36,648.39 Kirk, Elliot $31,208.16 Weiland, Abigail $27,820.70 Ray, Carrie $25,755.17 Erickson, Cagney $21,376.80 Bilgen, Lisa $19,506.87 Thueson, Blake $17,671.92 Gifford, Troy $16,746.84 Runtz, Krista $13,503.34 Taylor, Mary $12,686.10 Waldram, Matt $12,258.24 Betz, Wes $10,558.94 Top 15 Benefit Counselors QTD Total Net Sales Credit Isaacson, Stephanie 25,814 Losada Monroy, Raquel 18,505 Kinney, David 17,095 Hadlock, Melissa 14,781 Maccabee, Amber 14,707 Miller, Tricia 12,491 Sweeney, Jerry 9,392 Smith, Pamela 8,039 Gifford, Troy 7,849 Buschman, Roxana 7,337 Leach, Susan 6,957 Cottle, Craig 5,281 Waldram, Matt 4,290 Granja Flores, Hugo 2,837 Runtz, Krista 2,829
YTD Top DGA’s by % of Plan Jones, Eric 17.9% Naugle, Ty 16.5% Marquess, Rick 12.2% YTD TopADM’s by % of Plan Jones, Amanda 24.5% Weiland, Abigail 16.9% Curry, John 16.3% Top 15 Openers YTD - 2023 Sales Brink, Don $224,262.02 Bryant, Margaret $78,078.26 Campbell, Branden $76,560.78 Ballweber, Theresa $36,648.39 Kirk, Elliot $31,208.16 Weiland, Abigail $27,820.70 Ray, Carrie $25,755.17 Erickson, Cagney $21,376.80 Bilgen, Lisa $19,506.87 Thueson, Blake $17,671.92 Gifford, Troy $16,746.84 Runtz, Krista $13,503.34 Taylor, Mary $12,686.10 Waldram, Matt $12,258.24 Betz, Wes $10,558.94 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 25,814 Losada Monroy, Raquel 18,505 Kinney, David 17,095 Hadlock, Melissa 14,781 Maccabee, Amber 14,707 Miller, Tricia 12,491 Sweeney, Jerry 9,392 Smith, Pamela 8,039 Gifford, Troy 7,849 Buschman, Roxana 7,337 Leach, Susan 6,957 Cottle, Craig 5,281 Waldram, Matt 4,290 Granja Flores, Hugo 2,837 Runtz, Krista 2,829
Year to Date Numbers (as of Week 9)
Date Numbers (as of Week
Top 5 Coordinators WK 9 Net Sales Credits Ballweber, Theresa 11,682 Talburt, Marci 4,439 Gifford, Troy 1,149 Bonner, Lynn 619 Thompson, Maleena 226 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 38,931 Talburt, Marci 15,589 Bryant, Margaret 5,746 Bonner, Lynn 3,457 Gifford, Troy 2,212 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 38,931 Talburt, Marci 15,589 Bryant, Margaret 5,746 Bonner, Lynn 3,457 Gifford, Troy 2,212
Year to
9)
2023 Cases 2023 Goal: 208 2023 Actual: 24 cases 11.5% 1st Qtr Premium 2023 Goal: $1,636,003 2023 Actual: $1,093,401 66.8% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $1,093,401 8.5% 1st Qtr Cases 2023 Goal: 24 2023 Actual: 24 100%

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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