Oregon Idaho Pioneers May 14, 2019 October 6, 2016
YOU’RE INVITED… Thursday, June 13th, 2019 we will be holding an ALL TERRITORY meeting from 1—5 pm, across the street from the Territory Office, at 5300 Meadows Road, in the first floor Conference Center. For agents in Idaho, you will be able to participate via our Video Conference Link. H.O. guests’ topics will include the new ITL/WL Product Rollouts, and Technology Solutions, focusing on tools and tactics for driving higher enrollment attendance and participation results. Please RSVP to Stefanie Jacobs by Wednesday, June 5th, at sjacobs2@coloniallife.com
We are excited to announce the new Growth Markets “Building Your Business” Sales Forum is coming to your Territory! During this one-day Forum we will be discussing self-reflection that leads to growth and drives sales, the customer experience, advanced selling techniques, and Colonial Life knowledge, presented by Sheilah Rund When?
May 21, 2019 (9:00 am-4:00 pm with working lunch)
Where?
Boise, Idaho—Location Just Announced! 943 W. Overland Rd, Meridian, ID 83642, Owyhee Conference Room
RSVP?
Click this link: https://www.surveymonkey.com/r/0521Boise
When?
May 28, 2019 (9:00 am–4:00 pm with working lunch)
Where?
Oregon—Meadows Conference Room First Floor (across the street from T.O.) 5300 Meadows Road Lake Oswego, OR 97035
RSVP?
Click this link: https://www.surveymonkey.com/r/0528Portland
For any questions, please contact your REC: Sheilah Rund 775-770-4509 Srund@coloniallife.com
New Cases Opened This Week: Branden Campbell Terra Day Eric Jones Kelley Rasmussen
May Classes Opener Class March 7 - 9 8 am – 5 pm
DDP Training
Territory Office May 29 - 30 8 am – 5 pm
June Classes Opener Class June 4—6 8 am – 5 pm
Enroller Class June 8 - 9 8 am – 5 pm
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
May is Disability Insurance Awareness Month A digital postcard has been designed to use for upcoming enrollments...not just for DIAM. This piece is a great way to get a scheduled rework date. Email templates can be found on the Propr page, so all you have to do is decide which postcard you'd like to use, then copy and paste the template into an email to send to the account! Read more on Propr
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
$51,721.69
Canals, Gabriel
$22,998.57
Kezele, Will
$15,956.64
Griffeth, Jeff
$15,956.64
Alley, Mike
$10,365.38
Rathmanner, Casey
Top 15 Openers Campbell, Branden
Week 19 Sales
Top 15 Benefit Counselors
$13,355.16 Griffeth, Jeff
$4,936.59
WK 19 Net Sales Credits 2,299
Day, Terra
$9,864.60 Losada Monroy, Raquel
2,284
Brink, Don
$8,903.27 Brink, Don
2,256
Gifford, Troy
$7,984.27 Leach, Susan
1,959
Griffeth, Jeff
$7,772.30 Isaacson, Stephanie
1,939
Jones, Eric
$4,045.80 Gifford, Troy
1,832
Bryant, Margaret
$3,474.88 Jones, Eric $2,635.14 Day, Terra
1,416
Bringhurst, Angela
1,192 902
Ford, Brook
$1,568.64 Griffeth, Terri $1,427.58 Bringhurst, Angela
Rathmanner, Kyle
$1,285.05 Ford, Brook
666
Shipman, Jeff
$1,028.54 Kunkler, Karen $906.81 Campbell, Branden
623
$774.54 Kramer, Cassandra $774.12 Shklayvel, Natasha
568
Shklayvel, Natasha
Weiland, Kerri Truong, Mary Stubbs, Jason
874
603 549
Quarter to Date Numbers (as of Week 19)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Kezele, Will
49.8%
Canals, Gabriel
71.5%
Marquess, Rick
40.8%
Griffeth, Jeff
51.7%
Thurston, Doug
35.9%
Taylor, Mary
47.1%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$43,260.75 Isaacson, Stephanie
24,756
Griffeth, Jeff
$41,347.07 Losada Monroy, Raquel
21,789
Gifford, Troy
$40,792.22 Gifford, Troy
11,416
Bryant, Margaret
$40,736.87 Griffeth, Jeff
10,998
Campbell, Branden
$38,549.64 Buschman, Roxana
8,591
Rathmanner, Casey
$34,663.50 Wolden, Julie
8,387
Day, Terra
$28,898.31 Brink, Don
6,864
Jones, Eric
$28,777.32 Jones, Eric $21,911.67 Snider, Jason
5,922
5,688
Thurston, Derek
$16,580.64 Stubbs, Jason $14,443.68 Campbell, Branden
Weiland, Abigail
$14,328.03 Kunkler, Karen
5,353
Beck, Catherine
$13,755.72 Rasmussen, Kelley
5,191
Pines, Zara
$10,904.66 Griffeth, Terri
4,762
Stubbs, Jason
Snider, Jason
Bilgen, Lisa
$9,027.87 Kramer, Cassandra
5,803 5,658
3,842
Year to Date Numbers (as of Week 19)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
25.8% Rathmanner, Casey
32.0%
Cornett, Kevin
24.6% Canals, Gabriel
28.8%
Doug Thurston
21.4% Jones, Eric
27.6%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Bryant, Margaret
$163,262.73
Isaacson, Stephanie
86,570
Brink, Don
$142,350.24
Losada Monroy, Raquel
43,575
Campbell, Branden
$115,372.59
Liddell, Billy
33,339
Ray, Carrie
$67,928.19
Day, Terra
23,365
Rathmanner, Casey
$67,077.76
Weiland, Abigail
22,948
Kartub, Doug
$63,782.94
Leach, Susan
20,720
Gifford, Troy
$62,844.86
Buschman, Roxana
18,059
Bringhurst, Angela
$57,137.28
Campbell, Branden
17,813
Griffeth, Jeff
$51,420.30
Kunkler, Karen
17,564
Pines, Zara
$49,656.73
Rasmussen, Kelley
17,224
Day, Terra
$46,243.59
Brink, Don
16,771
Jones, Eric
$44,911.68
Griffeth, Jeff
16,360
Stubbs, Jason
$33,209.79
Wolden, Julie
16,356
Masjuan, Jose Luis
$30,985.17
Bringhurst, Angela
13,984
Myers, Jan
$28,265.70
Jones, Eric
13,920
Year to Date Numbers (as of Week 19)
Top 5 Coordinators
WK 19 Net Sales Credits
Ballweber, Theresa
5,175
Gifford, Troy
1,546
Bryant, Margaret
635
Jones, Eric
403
Bringhurst, Angela
250
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 23,428
Talburt, Marci
8,724
Bryant, Margaret
8,355
Gifford, Troy
8,287
Jones, Eric
2,845
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 103,247
Talburt, Marci
34,686
Bryant, Margaret
12,829
Gifford, Troy
11,289
Gross, Lynsay
8,806
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
23
31.0%
2019 Cases 2019 Goal:
376 2019 Actual:
92
24.4%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$717,565
30.8% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$2,515,922
21.7%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550