Oregon Idaho SW WA Pioneers May 18, 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: Lois Fleener Angela Perdomo
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 19 Dental Sales: $4,544.76 Week 19 Groups Adding Dental Policies: 6 Week 19 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week 19: Gordon Wollen: $1,800.24 Jeff Griffeth: $1,366.17 Troy Gifford: $929.31
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 19)
WTD Top DGA’s Thurston, Doug
WTD Top ADM’s
$106,080.27
Canals, Gabriel
$13,565.70
Maxwell, Denise
$7,252.80
Fleener, Lois
$6,402.12
Alley, Mike
$6,369.49
Griffeth, Jeff
$3,648.75
Top 15 Openers
Week 19 Sales
Top 15 Benefit Counselors
WK 19 Net Sales Credits
Brink, Don
$70,637.81 Kunkler, Karen
9,277
Ballweber, Theresa
$11,865.06 Losada Monroy, Raquel
5,177
Campbell, Branden
$11,184.00 Wolden, Julie
4,677
Canals, Gabriel
$10,601.58 Miller, Tricia
3,030
Losada Monroy, Raquel
$8,696.44 Buschman, Roxana
2,610
Bryant, Margaret
$3,907.43 Isaacson, Stephanie
2,502
Griffeth, Jeff
$3,864.39 Fleener, Lois $2,977.20 Gifford, Troy
2,237
$2,910.24 Canals, Gabriel $2,873.52 DuPriest, Kathy
1,810 1,296
Wollen, Gordon
$2,627.52 Camarata, Tim $1,931.70 Ballweber, Theresa
Shipman, Jeff
$1,773.46 Wollen, Gordon
676
Campbell, Melody
$1,752.72 Campbell, Melody $1,690.17 Parsons, Kate
613
Fleener, Lois
Ray, Carrie Wolden, Julie Perdomo, Angela
Gifford, Troy
1,869 1,515 1,293
555
Quarter to Date Numbers (as of Week 19)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
47.8%
Weiland, Abigail
Attebery, Shane
42.0%
Otis, Marci
74.5%
Alley, Mike
30.0%
Canals, Gabriel
41.4%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$269,300.82 Isaacson, Stephanie
108.0%
QTD Total Net Sales Credit 28,904
Lane, Michael
$55,128.03 Kunkler, Karen
26,395
Campbell, Branden
$44,205.42 Losada Monroy, Raquel
18,745
Ballweber, Theresa
$21,003.31 Miller, Tricia
18,114
Shipman, Jeff
$18,731.00 Lane, Michael
12,172
Bryant, Margaret
$18,264.54 Wolden, Julie
9,421
Snider, Jason
$13,801.44 Buschman, Roxana
8,892
Otis, Marci
$12,682.38 DuPriest, Kathy
8,693
Ford, Brook
$11,509.20 Weiland, Abigail
8,192
Griffeth, Jeff
$11,317.87 Gifford, Troy
6,408
Canals, Gabriel
$11,083.68 Ballweber, Theresa
4,889
Ray, Carrie
$10,426.23 Snider, Jason
4,830
Gifford, Troy
$10,170.87 Harral, Kyler
3,527
Harral, Kyler
$10,076.52 Campbell, Branden
3,424
Losada Monroy, Raquel
$9,159.85 Camarata, Tim
3,338
Year to Date Numbers (as of Week 19)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
27.0% Weiland, Abigail
36.4%
Marquess, Rick
23.9% Jones, Amanda
28.5%
Thurston, Doug
23.0% Taylor, Mary
26.9%
Top 15 Openers
YTD - 2021 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$550,771.82
Kunkler, Karen
80,632
Bryant, Margaret
$80,106.48
Isaacson, Stephanie
76,766
Campbell, Branden
$72,168.42
Losada Monroy, Raquel
37,360
Lane, Michael
$66,013.95
Miller, Tricia
30,524
Ballweber, Theresa
$58,867.05
Gifford, Troy
19,311
Bringhurst, Angela
$46,220.22
Wolden, Julie
19,190
Scheppegrell, Leslie
$34,344.96
DuPriest, Kathy
17,744
Daniels, Joel
$34,031.38
Lane, Michael
16,998
Egan, Rhett
$33,688.92
Buschman, Roxana
14,185
Thurston, Derek
$30,562.23
Egan, Rhett
11,791
Taylor, Todd
$28,605.72
Bryant, Margaret
Ray, Carrie
$28,108.89
Ballweber, Theresa
9,497
Shipman, Jeff
$24,363.28
Campbell, Branden
8,670
Otis, Marci
$24,302.34
Morgester, Christine
8,190
Bilgen, Lisa
$23,661.48
Daniels, Joel
8,122
10,424
Year to Date Numbers (as of Week 19) Top 5 Coordinators Ballweber, Theresa
WK 19 Net Sales Credits 12,610
Gross, Lynsay
770
Talburt, Marci
660
Gifford, Troy
534
Bryant, Margaret
333
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
41,812
Talburt, Marci
10,080
Bryant, Margaret
3,483
Gifford, Troy
2,344
Bonner, Lynn
2,265
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
91,484
Talburt, Marci
25,729
Bryant, Margaret
10,309
Gross, Lynsay
4,967
Bringhurst, Angela
4,690
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
15
44.1%
2021 Cases 2021 Goal:
203 2021 Actual:
48
23.6% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$749,801
45.9% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$2,006,975
21.1%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@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