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May 12, 2020 Newsletter

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Oregon Idaho Pioneers May 12, 2020 October 6, 2016

Thanks to VPS Russ Plyler for joining us on our Territory Wide Video Kick Off Call on Monday morning. We learned a lot. Great to see everyone!


Amber Fox Lauren Kane Brenda Traveller

New Cases Opened This Week: David Fulton Diane Perry


2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.

Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!


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 19)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$73,807.11

Ray, Carrie

$3,179.04

Maxwell, Denise

$20,699.64

Taylor, Mary

$2,879.28

Canals, Gabriel

$1,541.04

Alley, Mike

Top 15 Openers Brink, Don

$4,134.24

Week 19 Sales

Top 15 Benefit Counselors

$64,913.98 Ford, Brook

WK 19 Net Sales Credits 7,245

Perry, Diane

$2,541.60 Kunkler, Karen

6,272

Taylor, Mary

$2,403.00 Leach, Susan

5,487

Bryant, Margaret

$1,844.39 Isaacson, Stephanie

3,739

Campbell, Branden

$1,541.04 Brink, Don

1,195

Pines, Zara

$1,047.16 DuPriest, Kathy

1,113

Kartub, Doug

$955.20 Losada Monroy, Raquel

451

Stewart-Reehl, Deb

$918.24 Campbell, Branden

403

Griffeth, Jeff

$879.54 Peterson, Kimberly

366

Rasmussen, Kelley

$726.75 Gifford, Troy

351

Bickford, Ethan

$637.44 Kartub, Doug

334

Ballweber, Theresa

$421.68 Stewart-Reehl, Deb

161

Gifford, Troy

$401.10 Parsons, Kate

125

Kunkler, Karen

$242.74 Bryant, Margaret

Fulton, David

$242.25

49


Quarter to Date Numbers (as of Week 19)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Thurston, Doug

50.1%

Ray, Carrie

24.9%

Maxwell, Denise

47.4%

Weiland, Abigail

24.1%

Rathmanner, Casey

26.8%

Fleener, Lois

18.2%

Top 15 Openers Brink, Don

QTD - 2020 Sales

Top 15 Benefit Counselors

$398,588.25 Isaacson, Stephanie

QTD Total Net Sales Credit 23,606

Ford, Brook

$32,144.28 Kunkler, Karen

21,141

Bryant, Margaret

$12,958.44 Leach, Susan

14,607

Campbell, Branden

$12,794.40 Miller, Tricia

12,899

McGill, Nate

$11,311.32 Wolden, Julie

12,686

Fleener, Lois

$9,449.82 Ford, Brook

11,134

Bilgen, Lisa

$7,123.47 Brink, Don

10,092

Perry, Diane

$6,290.04 Losada Monroy, Raquel $6,082.98 DuPriest, Kathy

9,413

5,767

Thurston, Derek

$6,040.64 Gifford, Troy $5,742.84 Buschman, Roxana

Beck, Kate

$5,694.84 Fleener, Lois

3,243

Pines, Zara

$5,465.97 Morgester, Christine

3,032

Meyers, Christopher

$5,207.76 Lane, Michael

2,910

Griffeth, Jeff

$4,740.30 Peterson, Kimberly

2,670

Ray, Carrie

Shipman, Jeff

6,431 4,082


Year to Date Numbers (as of Week 19)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

41.3% Bilgen, Lisa

56.4%

Thurston, Doug

25.4% Gifford, Troy

25.8%

Maxwell, Denise

21.0% Ray, Carrie

24.6%

Top 15 Openers

YTD - 2020 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$586,625.96

Isaacson, Stephanie

91,229

Bryant, Margaret

$267,968.75

Kunkler, Karen

63,282

Bilgen, Lisa

$206,429.94

Losada Monroy, Raquel

52,491

Gifford, Troy

$49,331.71

Leach, Susan

25,500

Bringhurst, Angela

$41,727.99

DuPriest, Kathy

25,063

Thurston, Derek

$33,157.98

Brink, Don

24,311

Pines, Zara

$32,240.31

Wollen, Gordon

22,984

Campbell, Branden

$31,835.04

Buschman, Roxana

22,632

Ray, Carrie

$31,217.01

Ford, Brook

21,919

Ballweber, Theresa

$26,296.21

Gifford, Troy

19,976

Taylor, Mary

$24,020.68

Wolden, Julie

18,906

Harris, Leslie

$22,296.51

Peterson, Kimberly

18,638

Hayes, Shawn

$22,104.60

Taylor, Todd

14,152

Bowley, Alyssa

$21,907.17

Parsons, Kate

14,090

Stewart-Reehl, Deb

$21,448.58

Miller, Tricia

13,410


Year to Date Numbers (as of Week 19)

Top 5 Coordinators

WK 19 Net Sales Credits

Ballweber, Theresa

7,117

Gross, Lynsay

1,035

Talburt, Marci

602

Taylor, Stacie

248

Bryant, Margaret

168

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 44,905

Talburt, Marci

5,416

Gross, Lynsay

2,986

Bryant, Margaret

2,966

Buschman, Roxana

2,011

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

96,901

Bryant, Margaret

46,748

Talburt, Marci

28,886

Gross, Lynsay

7,962

Gifford, Troy

7,472


2nd Qtr Cases 2020 Goal:

95 2020 Actual:

14

14.7%

2020 Cases 2020 Goal:

435 2020 Actual:

53

12.1% 2nd Qtr Premium 2020 Goal:

$2,224,997 2020 Actual:

$700,900

31.5% 2020 Premium 2020 Goal

$11,316,000 2020 Actual:

$2,550,020

22.5%


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 Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550


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