Oregon Idaho SW WA Pioneers March 9, 2021
GROUP CRITICAL ILLNESS (GCI6000) POSITIONING GUIDE One of the first steps to take in positioning a product is to have an understanding of your target audience and connecting the emotional need for it. The Group Critical Illness (GCI6000) Positioning Guide can help you navigate positioning to brokers, employers, and employees. How to use the Group Critical Illness (GCI6000) Positioning Guide: Understand the market and sales opportunity Use positioning points to brokers, employers, and employees Start the conversation with your accounts with the included sample scripts Leverage as an additional training piece – available on MLC Take advantage of the additional resources Group Critical Illness (GCI6000) is a great product to position with other Colonial Life products for a complete benefits solution! Download the positioning guide as a PDF or use as a digital booklet. • • • • •
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.
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Clean manual business received by Wednesday, March 31, at 6:00 p.m. EST.
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New business – will continue to be processed until Friday, April 2, at 7:00 p.m. EST.
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Clean electronic business – received by Friday, April 2, at 10:00 p.m. EST.
"I think that the good and the great are only separated by the willingness to sacrifice." Kareem Abdul-Jabbar
New Cases Opened This Week: Don Brink (2 cases) Chris May
For more information, visit Propr.
Watch our Inforce Growth! New Line of Coverage (Critical Illness Initiative) Results So Far... Week 8 Critical Illness Sales: $6,753.00 Week 8 Groups Adding CI Policies: 9 Week 8 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 2 Agents CI Premium For Week 8: Don Brink: $3,735.84 Branden Campbell: $1,240.68
Congratulations to Chris May, of the Abigail Weiland team, for being newly promoted to Assistant Sales Manager. Great job, Chris!!!
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 9)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$71,353.41
Canals, Gabriel
$8,491.44
NO DGA/Weiland, Abigail
$6,313.80
Weiland, Abigail
$6,313.80
Maxwell, Denise
$3,867.96
Gifford, Troy
$2,194.78
Top 15 Openers Brink, Don
Week 9 Sales
Top 15 Benefit Counselors
$51,858.97 Kunkler, Karen
WK 9 Net Sales Credits 8,148
May, Chris
$3,850.44 Isaacson, Stephanie
6,752
Campbell, Branden
$2,688.30 Miller, Tricia
2,448
Thurston, Derek
$2,256.90 Lane, Michael
2,210
Ballweber, Theresa
$2,116.17 Buschman, Roxana
2,141
Traveller, Brenda
$1,621.92 Brink, Don
1,221
Weiland, Abigail
$1,400.61 Gifford, Troy
1,002
Daniels, Joel
$1,040.88 Pace, Stephen
474
Lane, Michael
$1,017.96 DuPriest, Kathy
354
Pace, Stephen
$1,016.46 Snider, Jason
318
Ray, Carrie
$1,010.52 Parsons, Kate
294
Snider, Jason
$909.60 Gross, Lynsay
284
Bringhurst, Angela
$681.06 Taylor, Todd
263
Gifford, Troy
$572.86 Bringhurst, Angela
210
Taylor, Todd
$540.72 Daniels, Joel
184
Quarter to Date Numbers (as of Week 9)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
78.0%
Vann, Todd
88.2%
Marquess, Rick
63.4%
Canals, Gabriel
67.8%
Maxwell, Denise
52.9%
Bringhurst, Angela
53.1%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$191,252.93 Kunkler, Karen
QTD Total Net Sales Credit 40,100
Bryant, Margaret
$39,571.30 Brink, Don
23,273
Ballweber, Theresa
$29,330.88 Isaacson, Stephanie
13,398
Bringhurst, Angela
$25,681.50 Losada Monroy, Raquel
11,954
Scheppegrell, Leslie
$22,042.20 Gifford, Troy
11,761
Campbell, Branden
$18,103.38 Miller, Tricia
10,084
Betz, Wes
$17,231.46 Wolden, Julie
6,928
Thurston, Derek
$13,954.02 DuPriest, Kathy
6,458
Taylor, Todd
$11,645.75 Bryant, Margaret
5,148
Ray, Carrie
$10,480.14 Greenwald, Ben
4,089
Daniels, Joel
$9,505.68 Buschman, Roxana
3,421
Wolden, Julie
$8,540.88 Campbell, Branden
3,339
Ford, Brook
$8,338.80 Taylor, Todd
3,327
Waldram, Matt
$8,225.28 Scheppegrell, Leslie
3,006
Bilgen, Lisa
$7,800.15 Waldram, Matt
2,879
Year to Date Numbers (as of Week 9)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
10.1% Vann, Todd
11.0%
Marquess, Rick
9.9% Bringhurst, Angela
9.9%
Thurston, Doug
9.6% Taylor, Mary
9.5%
Top 15 Openers Brink, Don
YTD - 2021 Sales $191,252.93
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
40,100
Bryant, Margaret
$39,571.30
Brink, Don
23,273
Ballweber, Theresa
$29,330.88
Isaacson, Stephanie
13,398
Bringhurst, Angela
$25,681.50
Losada Monroy, Raquel
11,954
Scheppegrell, Leslie
$22,042.20
Gifford, Troy
11,761
Campbell, Branden
$18,103.38
Miller, Tricia
10,084
Betz, Wes
$17,231.46
Wolden, Julie
6,928
Thurston, Derek
$13,954.02
DuPriest, Kathy
6,458
Taylor, Todd
$11,645.75
Bryant, Margaret
5,148
Ray, Carrie
$10,480.14
Greenwald, Ben
4,089
Daniels, Joel
$9,505.68
Buschman, Roxana
3,421
Wolden, Julie
$8,540.88
Campbell, Branden
3,339
Waldram, Matt
$8,225.28
Taylor, Todd
3,327
Bilgen, Lisa
$7,800.15
Scheppegrell, Leslie
3,006
McPherson, Stan
$7,288.80
Waldram, Matt
2,879
Year to Date Numbers (as of Week 9) Top 5 Coordinators Ballweber, Theresa
WK 9 Net Sales Credits 6,470
Talburt, Marci
860
Gifford, Troy
241
Bringhurst, Angela
124
Ward, Sue
104
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 31,958
Talburt, Marci
7,170
Bryant, Margaret
4,932
Bringhurst, Angela
3,014
Gross, Lynsay
1,947
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 31,958
Talburt, Marci
7,170
Bryant, Margaret
4,932
Bringhurst, Angela
3,014
Gross, Lynsay
1,947
1st Qtr Cases 2021 Goal:
29 2021 Actual:
17
58.6%
2021 Cases 2021 Goal:
203 2021 Actual:
17
8.3% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$774,776
52% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$774,776
8.1%
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