Oregon Idaho SW WA Pioneers May 11, 2021
DISABILITY INSURANCE AWARENESS MONTH RESOURCES TO LEARN AND TALK ABOUT DISABILITY INSURANCE Throughout the month of May, disability insurance is in the national spotlight. Take some time to review the materials and resources available to promote the value of Colonial Life's disability products in your accounts. Go to Propr for more information.
New Cases Opened This Week: Branden Campbell Melody Campbell
“Success usually comes to those who are too busy to be looking for it.” Henry David Thoreau
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 18 Dental Sales: $8,337.60 Week 18 Groups Adding Dental Policies: 9 Week 18 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week 18: Michael Lane: $3,531.48 Derek Thurston: $678.60 Melody Campbell: $566.76
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 18)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$80,555.97
Canals, Gabriel
$17,330.52
No DGA (A. Weiland)
$13,313.40
Weiland, Abigail
$12,924.69
Maxwell, Denise
$6,938.52
Otis, Marci
Top 15 Openers
Week 18 Sales
Top 15 Benefit Counselors
$3,990.72
WK 18 Net Sales Credits
Brink, Don
$43,172.12 Weiland, Abigail
4,799
Campbell, Branden
$15,415.68 Isaacson, Stephanie
4,358
Lane, Michael
$11,995.20 Miller, Tricia
3,321
Campbell, Melody
$3,351.00 Buschman, Roxana
2,720
Pace, Stephen
$2,546.04 Kunkler, Karen
1,973
Wollen, Gordon
$2,507.52 Losada Monroy, Raquel
1,948
Bryant, Margaret
$2,291.73 Camarata, Tim $1,816.56 Campbell, Melody
1,253
$1,194.96 Leach, Susan $956.88 Ford, Brook
1,074
Bringhurst, Angela
Day, Terra Taylor, Mary Griffeth, Jeff
1,173 997
Willis, Samuel
$900.24 Pace, Stephen $879.84 Wollen, Gordon
878
Attebery, Corrine
$639.72 Bringhurst, Angela
799
Otis, Marci
$639.72 Gifford, Troy $628.50 Peterson, Kimberly
657
Gifford, Troy
891
308
Quarter to Date Numbers (as of Week 18)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
38.3%
Weiland, Abigail
Thurston, Doug
37.5%
Otis, Marci
63.8%
Alley, Mike
25.2%
Jones, Amanda
36.4%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$198,663.01 Isaacson, Stephanie
108.0%
QTD Total Net Sales Credit 22,045
Lane, Michael
$54,813.70 Kunkler, Karen
15,146
Campbell, Branden
$33,021.42 Miller, Tricia
12,015
Shipman, Jeff
$16,957.54 Losada Monroy, Raquel
11,763
Bryant, Margaret
$14,357.11 Lane, Michael
11,620
Snider, Jason
$13,801.44 Weiland, Abigail
7,020
Otis, Marci
$11,621.58 DuPriest, Kathy
5,296
Ford, Brook
$10,488.24 Buschman, Roxana
4,830
Harral, Kyler
$10,076.52 Snider, Jason
3,882
Ballweber, Theresa
$9,138.25 Wolden, Julie
3,562
Gifford, Troy
$8,480.70 Gifford, Troy
3,527
Ray, Carrie
$7,515.99 Ballweber, Theresa
3,499
Griffeth, Jeff
$7,453.48 Harral, Kyler
3,163
Buschman, Roxana
$7,343.43 Campbell, Branden
2,977
Egan, Rhett
$6,937.56 Otis, Marci
2,549
Year to Date Numbers (as of Week 18)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
26.2% Weiland, Abigail
36.4%
Marquess, Rick
23.8% Jones, Amanda
28.5%
Thurston, Doug
21.0% Taylor, Mary
26.8%
Top 15 Openers Brink, Don
YTD - 2021 Sales $480,134.01
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
74,265
Bryant, Margaret
$76,199.05
Kunkler, Karen
71,355
Lane, Michael
$65,699.62
Losada Monroy, Raquel
32,183
Campbell, Branden
$60,984.42
Miller, Tricia
27,495
Bringhurst, Angela
$47,134.62
Gifford, Troy
17,442
Ballweber, Theresa
$47,001.99
Lane, Michael
16,840
Scheppegrell, Leslie
$34,514.76
DuPriest, Kathy
16,229
Egan, Rhett
$33,688.92
Wolden, Julie
14,513
Daniels, Joel
$33,379.06
Egan, Rhett
11,791
Thurston, Derek
$29,657.79
Buschman, Roxana
11,575
Taylor, Todd
$28,415.28
Bryant, Margaret
Ray, Carrie
$25,198.65
Campbell, Branden
8,435
Betz, Wes
$23,325.72
Ballweber, Theresa
8,204
Otis, Marci
$23,241.54
Morgester, Christine
8,190
Bilgen, Lisa
$23,054.67
Daniels, Joel
8,122
10,646
Year to Date Numbers (as of Week 18) Top 5 Coordinators
WK 18 Net Sales Credits
Ballweber, Theresa
6,176
Talburt, Marci
1,568
Bonner, Lynn
463
Bryant, Margaret
334
Gross, Lynsay
264
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 29,202
Talburt, Marci
9,420
Bryant, Margaret
3,149
Bonner, Lynn
1,984
Gifford, Troy
1,811
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
78,874
Talburt, Marci
25,069
Bryant, Margaret
9,976
Bringhurst, Angela
4,797
Gross, Lynsay
4,197
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
13
38.2%
2021 Cases 2021 Goal:
203 2021 Actual:
46
22.6% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$618,491
37.8% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$1,875,666
19.7%
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
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