Matt Putman 1 new case
Matt Putman 1 new case
Upcoming CBS Webinar Trainings:
Friday, May 19th – National CBS Webinar – CBS Compensation & Reporting
• Manager only (ADM, DGA and up)
• This National Cross-Brand Sales (CBS) webinar will focus on the compensation and bonuses associated with CBS and how you can see your CBS sales premium in existing QlikView applications.
Friday, June 2nd – National CBS Webinar – Group Products & Unum Positioning
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on how to position Unum/CBS and Group Products.
Friday, June 9th – National CBS Webinar – LTD & STD
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on the CBS LTD and STD products. Including how to position and hearing from a peer.
Friday, June 16th – National CBS Webinar – Life & Vision
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on the CBS Life and Vision products. Including how to position and hearing from a peer.
Friday, June 23rd – National CBS Webinar – Sales Process
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on the CBS Sales Process, from quote through post enrollment.
MORE INFORMATION TO FOLLOW
New Cases Opened This Week:
Don Brink
Jason Stubbs C
Jerry Sweeney
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 19)
Names in blue denote agents within first 52 weeks.
Top 15 Openers Week 19 Sales Brink, Don $71,100.99 Stubbs, Jason $27,805.44 Campbell, Branden $21,822.12 Sweeney, Jerry $10,330.80 Ballweber, Theresa $4,752.48 Erickson, Cagney $3,764.01 Bringhurst, Angela $3,158.52 Betz, Wes $2,567.97 Gurney, Brenda $1,610.88 Robison, Mark $1,604.64 Weiland, Abigail $1,462.86 Bonner, Lynn $988.80 Mitchell, Jeff $910.56 Curry, John $827.79 Day, Terra $717.60
Top DGA’s Thurston, Doug $109,194.18 Marquess, Rick $28,002.18 Naugle, Ty $17,656.50 WTD TopADM’s Stubbs, Jason $28,002.18 Canals, Gabriel $25,128.36 Curry, John $14,922.60 Top 15 Benefit Counselors WK 19 Net Sales Credits Stubbs, Jason 9,732 Kinney, David 9,173 Morgester, Christine 5,696 Hadlock, Melissa 3,636 Sweeney, Jerry 3,446 Cottle, Craig 3,184 Miller, Tricia 3,075 Losada Monroy, Raquel 2,165 Morrison, Robert 981 Bringhurst, Angela 977 Betz, Wes 731 Leach, Susan 702 Buschman, Roxana 626 Erickson, Cagney 618 Gurney, Brenda 564
Quarter to Date Numbers (as of Week 19)
QTD Top DGA’s by % of Plan Runtz, Joe 143.7% Jones, Eric 90.4% Maxwell, Denise 63.7% QTD TopADM’s by % of Plan Jones, Amanda 97.3% Brown, Kenneth 78.3% Curry, John 66.1% Top 15 Openers QTD - 2023 Sales Brink, Don $256,757.43 Runtz, Krista $104,385.57 Ballweber, Theresa $67,849.11 Campbell, Branden $52,476.24 Stubbs, Jason $35,421.60 Kirk, Elliot $30,885.93 Bryant, Margaret $30,606.62 Sweeney, Jerry $25,247.88 Palmer, Corey $23,946.12 Brown, Kenneth $19,568.04 Shields, Brian $15,293.67 Brook Ford $14,915.28 Erickson, Cagney $14,502.66 Keim, Jacob $14,472.24 Putman, Matt $13,924.68 Top 15 Benefit Counselors QTD Total Net Sales Credit Kinney, David 29,424 Hadlock, Melissa 26,358 Sweeney, Jerry 20,424 Losada Monroy, Raquel 16,677 Miller, Tricia 14,899 Isaacson, Stephanie 12,533 Morgester, Christine 12,490 Stubbs, Jason 11,879 Fleener, Lois 8,195 Palmer, Corey 8,178 Runtz, Krista 7,868 Cottle, Craig 7,718 Brown, Kenneth 7,452 Evans, Courtney 6,825 Smith, Pamela 6,721
YTD Top DGA’s by % of Plan Jones, Eric 47.0% Runtz, Joe 43.9% Naugle, Ty 38.7% YTD TopADM’s by % of Plan Jones, Amanda 63.1% Curry, John 50.5% Stubbs, Jason 35.9% Top 15 Openers YTD - 2023 Sales Brink, Don $527,926.85 Campbell, Branden $225,134.64 Bryant, Margaret $128,916.59 Runtz, Krista $125,197.39 Ballweber, Theresa $111,046.86 Kirk, Elliot $66,923.49 Erickson, Cagney $43,613.31 Palmer, Corey $43,462.26 Ray, Carrie $42,793.01 Weiland, Abigail $41,658.93 Stubbs, Jason $39,784.47 Curey, Jacob $38,500.56 Bilgen, Lisa $37,573.17 Putman, Matt $36,961.34 Keim, Jacob $28,516.62 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 65,055 Kinney, David 55,107 Hadlock, Melissa 52,763 Losada Monroy, Raquel 44,413 Sweeney, Jerry 39,638 Miller, Tricia 35,551 Maccabee, Amber 27,460 Smith, Pamela 16,328 Buschman, Roxana 15,933 Palmer, Corey 15,259 Morgester, Christine 14,940 Stubbs, Jason 14,196 Leach, Susan 13,975 Gifford, Troy 13,272 Cottle, Craig 13,049
Year to Date Numbers (as of Week 19)
to Date Numbers (as of Week 19) Top 5 Coordinators WK 19 Net Sales Credits Ballweber, Theresa 10,575 Talburt, Marci 4,519 Bringhurst, Angela 279 Bonner, Lynn 257 Bryant, Margaret 120 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 44,738 Talburt, Marci 13,626 Bryant, Margaret 7,004 Buschman, Roxana 2,660 Bonner, Lynn 2,483 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 105,557 Talburt, Marci 37,793 Bryant, Margaret 16,721 Bonner, Lynn 9,065 Gifford, Troy 7,771
Year
2023 Cases 2023 Goal: 208 2023 Actual: 69 cases 33.1% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $1,090,688 43.3% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $2,781,272 21.7%
Qtr
2023 Goal: 50 2023 Actual: 25 50%
2nd
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