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Oregon Idaho Pioneers May 15, 2018 October 6, 2016

Congratulations to the ASRs receiving a $200 bonus for a minimum of $5,000 in dental sales:

Troy Gifford, Doug Kartub and Stan Grimes


Shane Hillier Kimberly Peterson Reuel Davis Christine Potter

Fun is like life insurance; the older you get, the more it costs. -Kin Hubbard


SAVE THE DATE... OREGON/IDAHO TERRITORY Summer Picnics Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018 More information coming soon. See you there!


Dental PPO Kick-Start A Contest Sure to Kick-Start Sales for Individual Dental PPO! Updated: 03/09/2018

Let’s put the pedal to the metal with Colonial Life’s newest Individual Dental PPO product, launching March 26, 2018. Here are three contests for those who are ready to hit the ground running and use dental to win new accounts and revamp existing ones.

Rep Level Bonus Eligible contracts: ASR, PSR, DDM Contest duration: March 26-June 30 A $200 bonus will be awarded to the first 150 reps that generate at least $5,000 of Individual Dental PPO opener net sales premium. From these 150 reps, the rep with the highest premium during the contest period will receive an additional $2,500 bonus. Any rep that receives the $200 bonus and has more than $5,000 of Individual Dental PPO opener net sales premium at the end of the contest period will be placed in a drawing for an additional $2,500 bonus.

Unit Manager Level Eligible Contracts: ADM, PSAM Contest duration: March 26-June 30

A $500 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their unit for each of the following categories: •Annual Sales Plan <$250k •Annual Sales Plan >$250k and <$500k •Annual Sales Plan >$500k and <$750k •Annual Sales Plan >$750k

District Manager Level Eligible Contracts: DGA, PSM Contest duration: March 26-June 30 A $750 bonus will be awarded to the manager with the highest Individual Dental PPO net sales premium in their district for each of the following categories: •Annual Sales Plan <$750k •Annual Sales Plan >$750k and <$1.5M •Annual Sales Plan >$1.5M and <$2.5M •Annual Sales Plan >$2.5M

With any questions about qualifications, please contact David Polen at DPolen@ColonialLife.com


New Accounts MY ARCHITECT - Derik Anderson BURNSIDE ENTERTAINMENT GROUP– Margaret Bryant MAVERICK CAR COMPANY - Troy Gifford CUSTOM CONCEPTS - Doug Kartub J & H PRINTING - Jacob Patrick JEFF SOLEM INSURANCE AGENCY - Patty Schulz

May Classes Opener Class May 8 – 10 9 am – 5 pm Enroller Class May 24 - 25 9 am – 5 pm

June Classes Opener Class (IDAHO) June 12 - 14 9 am – 5 pm Enroller Class (IDAHO) June 26 - 27 9 am – 5 pm


2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.


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

$29,225.81

Pratt, Jared

$10,234.44

Alley, Mike

$11,992.96

Bilgen, Lisa

$8,766.36

Maxwell, Denise

$10,668.84

Bringhurst, Angela

$7,277.28

Top 15 Openers

Week 19 Sales

Top 15 Benefit Counselors

WK 19 Net Sales Credits

Brink, Don

$9,231.57 Pratt, Jared

3,582

Kartub, Doug

$8,766.36 Kunkler, Karen

3,317

Bryant, Margaret

$7,995.48 Bryant, Margaret

2,313

Anderson, Derik

$7,676.16 Losada Monroy, Raquel

2,125

Cornett, Eric

$6,649.44 Brink, Don

2,107

Moote, Elizabeth

$5,252.28 Moote, Elizabeth

1,838

Gifford, Troy

$4,630.14 Gifford, Troy

1,715

Schulz, Patty

$2,828.88 Durre, Kylie

1,179

Patrick, Jacob

$2,046.63 Wolden, Julie $1,954.41 Schulz, Patty

1,047

Thurston, Doug Lively, Stephanie

990 828

Estrada, Ed

$1,555.20 Snyder, Starla $1,475.52 Durre, Michael

Myers, Jan

$1,114.99 Isaacson, Stephanie

614

711

Griffeth, Jeff

$966.92 Lively, Stephanie

544

Jackson, Vera

$877.26 Myers, Jan

528


Quarter to Date Numbers (as of Week 19)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

68.4%

Bilgen, Lisa

95.3%

Kezele, Will

65.2%

Griffeth, Jeff

73.0%

Cornett, Kevin

53.5%

Jones, Eric

61.5%

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Thurston, Doug

$54,954.46 Brink, Don

13,016

Jones, Eric

$52,313.22 Losada Monroy, Raquel

12,808

Brink, Don

$41,844.86 Isaacson, Stephanie

11,291

Griffeth, Jeff

$35,153.84 Leach, Susan

9,919

Grimes, Stan

$31,904.97 Jones, Eric

9,560

Pines, Zara

$27,059.45 Morgester, Christine

9,430

Bryant, Margaret

$26,783.50 Kunkler, Karen

8,689

Cornett, Eric

$20,976.36 Buschman, Roxana

7,866

Kartub, Doug

$20,396.64 Rasmussen, Kelley

7,611

Bilgen, Lisa

$20,374.80 Kramer, Cassandra

7,550

Gifford, Troy

$18,406.36 Griffeth, Tyson

6,678

Griffeth, Tyson

$15,186.95 Gifford, Troy

5,940

Dickson, Brian

$13,862.70 Herrera, Diego

5,621

Rathmanner, Casey

$13,797.27 Griffeth, Jeff

5,272

Shipman, Jeff

$13,691.48 Blair, Bill

5,222


Year to Date Numbers (as of Week 19)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Bringhurst, Steve

43.3% Canals, Gabriel

48.2%

Alley, Mike

29.6% Jones, Eric

40.4%

Kezele, Will

23.2% Bringhurst, Angela

39.5%

Top 15 Openers

YTD - 2018 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$188,940.91

Isaacson, Stephanie

58,445

Pines, Zara

$123,655.15

Kunkler, Karen

40,046

Thurston, Doug

$115,665.89

Buschman, Roxana

38,580

Dickson, Brian

$84,440.72

Leach, Susan

33,697

Jones, Eric

$84,332.12

Losada Monroy, Raquel

29,719

Gifford, Troy

$80,168.03

Jones, Eric

22,574

Waldram, Matthew

$68,987.52

Wolden, Julie

21,382

Griffeth, Jeff

$67,756.47

Morgester, Christine

20,847

Day, Eric

$64,831.11

Griffeth, Jeff

19,980

Bringhurst, Angela

$46,397.34

Brink, Don

18,969

Bryant, Margaret

$46,214.34

Wollen, Gordon

18,967

Bilgen, Lisa

$43,994.70

Waldram, Matthew

18,640

Grimes, Stan

$43,849.62

Gifford, Troy

15,626

Taylor, Thomas

$33,404.43

Rasmussen, Kelley

15,491

Cornett, Eric

$29,815.92

Kramer, Cassandra

12,123


2nd Qtr Cases 2018 Goal:

37 2018 Actual:

26

70.2%

2018 Cases 2018 Goal:

249 2018 Actual:

89

35.7% 2nd Qtr Premium 2018 Goal:

$1,417,004 2018 Actual:

$639,642

45.1% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$2,051,851

23.3%


THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com

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

May 15, 2018 newsletter  
May 15, 2018 newsletter  
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