May 10, 2023 Newsletter

Page 1

DDP in Los Angeles. Welcome to our newest managers! Front Row: Matt Putman, Kelly Surgeon, Kenneth Brown, Brian Shields. Back Row: Tom Chambers, Brian Hoff, Eric Weiland, Colton Phillips. PULSE 2023. We had a great time at the Territory Office on National Mondays Matter; pizza for lunch and Happy Hour at the Cantina. What a fun way to celebrate Star Wars PULSE! Tom, Cagney, Jerry, Silvia, Curtis, Greg, Abigail, Jacob and Jake.

New Cases Opened This Week:

Elliot Kirk

Jerry Sweeney CG

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

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 18)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 18 Sales Brink, Don $72,560.93 Brown, Kenneth $19,568.04 Campbell, Branden $11,089.08 Ballweber, Theresa $8,649.84 Bryant, Margaret $6,521.59 Sweeney, Jerry $6,381.96 Bringhurst, Angela $5,512.44 Kirk, Elliot $2,960.52 Robison, Mark $2,600.52 Wolden, Julie $2,148.12 Erickson, Cagney $1,502.73 Gurney, Brenda $1,389.00 Curey, Jacob $1,295.16 Gifford, Troy $1,204.29 Day, Terra $853.56
Top DGA’s Thurston, Doug $127,583.24 Jones, Eric $23,917.56 Naugle, Ty $11,739.36 WTD TopADM’s Brown, Kenneth $19,568.04 Canals, Gabriel $12,647.70 Curry, John $9,625.56 Top 15 Benefit Counselors WK 18 Net Sales Credits Ingram, Brooke 7,004 Brown, Kenneth 6,849 Kinney, David 5,971 Morgester, Christine 4,797 Losada Monroy, Raquel 4,616 Hadlock, Melissa 3,890 Sweeney, Jerry 2,745 Cottle, Craig 2,075 Miller, Tricia 2,040 Bringhurst, Angela 1,962 Kirk, Elliot 1,036 Gifford, Troy 843 Buschman, Roxana 821 Smith, Pamela 799 Wolden, Julie 752

Quarter to Date Numbers (as of Week 18)

QTD Top DGA’s by % of Plan Runtz, Joe 143.5% Jones, Eric 87.5% Maxwell, Denise 63.7% QTD TopADM’s by % of Plan Jones, Amanda 92.9% Brown, Kenneth 78.3% Curry, John 53.3% Top 15 Openers QTD - 2023 Sales Brink, Don $185,656.44 Runtz, Krista $104,193.09 Ballweber, Theresa $63,096.63 Kirk, Elliot $30,885.93 Campbell, Branden $30,654.12 Bryant, Margaret $30,142.84 Palmer, Corey $23,946.12 Brown, Kenneth $19,568.04 Shields, Brian $15,293.67 Sweeney, Jerry $14,917.08 Brook Ford $14,915.28 Keim, Jacob $14,472.24 Putman, Matt $13,924.68 Buschman, Roxana $13,091.70 Thompson, Maleena $12,923.94 Top 15 Benefit Counselors QTD Total Net Sales Credit Hadlock, Melissa 22,723 Kinney, David 20,251 Sweeney, Jerry 16,978 Losada Monroy, Raquel 14,512 Isaacson, Stephanie 12,533 Miller, Tricia 11,824 Fleener, Lois 8,195 Palmer, Corey 8,178 Runtz, Krista 7,846 Brown, Kenneth 7,452 Evans, Courtney 6,803 Morgester, Christine 6,795 Smith, Pamela 6,303 Ingram, Brooke 6,001 Kirk, Elliot 4,579
YTD Top DGA’s by % of Plan Jones, Eric 46.3% Runtz, Joe 43.8% Naugle, Ty 36.6% YTD TopADM’s by % of Plan Jones, Amanda 62.1% Curry, John 46.3% Weiland, Abigail 30.7% Top 15 Openers YTD - 2023 Sales Brink, Don $456,825.86 Campbell, Branden $203,312.52 Bryant, Margaret $128,452.81 Runtz, Krista $125,004.91 Ballweber, Theresa $106,294.38 Kirk, Elliot $66,923.49 Palmer, Corey $43,462.26 Ray, Carrie $42,628.43 Weiland, Abigail $40,196.07 Erickson, Cagney $39,849.30 Curey, Jacob $38,500.56 Bilgen, Lisa $37,565.13 Putman, Matt $36,961.34 Keim, Jacob $28,516.62 Gifford, Troy $28,316.07 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 65,055 Hadlock, Melissa 49,127 Kinney, David 45,934 Losada Monroy, Raquel 42,248 Sweeney, Jerry 36,192 Miller, Tricia 32,475 Maccabee, Amber 27,226 Smith, Pamela 15,910 Buschman, Roxana 15,308 Palmer, Corey 15,259 Gifford, Troy 13,557 Leach, Susan 13,272 Runtz, Krista 11,450 Putman, Matt 11,227 Camarata, Tim 11,113
Year to Date Numbers (as of Week 18)
to Date Numbers (as of Week 18) Top 5 Coordinators WK 18 Net Sales Credits Ballweber, Theresa 10,696 Brown, Kenneth 1,957 Bryant, Margaret 1,414 Talburt, Marci 906 Bringhurst, Angela 490 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 34,163 Talburt, Marci 9,107 Bryant, Margaret 6,884 Buschman, Roxana 2,649 Bonner, Lynn 2,226 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 94,983 Talburt, Marci 33,274 Bryant, Margaret 16,601 Bonner, Lynn 8,807 Gifford, Troy 7,796
Year
2023 Cases 2023 Goal: 208 2023 Actual: 66 cases 31.7% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $923,860 36.6% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $2,614,445 20.4%
2023 Goal: 50 2023 Actual: 22 44%
2nd Qtr Cases

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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