Oregon Idaho Pioneers May 19, 2020 October 6, 2016
Introducing PULSE— Productivity Unleashed Launches Sales Excellence: Our newly rebranded national prospecting event! Activity Prize Colonial Life prize points will be awarded to the top three DGAs, ADMs, and ASRs, based on prospecting activity logged in Agent Assist. •
1 POINT per dial
•
3 POINTS per drop
•
10 POINTS per DM scheduled
1,000 additional prize points will be awarded to the top Growth Teams DGA and ADM, based on prospecting activity logged in Agent Assist.
Results Prize A cash bonus will be awarded to the top DGA, ADM, and ASR, based on results for the eight weeks following this event. •
1 POINT per net new case <100 lives
•
1.2 POINTS per net new Dental Case <100 Lives
•
TIEBREAKER = total new account premium <100 lives
Recruiting Prize Colonial Life Prize Points will be awarded to the top DGA, ADM, and ASR with the most recruiting dials and interviews logged. •
1 POINT per dial
•
10 POINTS per interview scheduled
Territory Prize Two $2,500 charitable donations will be made to the Boys and Girls Club of America on behalf of the territory: •
That logs the most dials in Agent Assist
•
With the most dials per participant
To be eligible, territories must have a minimum of 10 participants log dials in Agent Assist. ALL APPLICABLE PRIZES WILL BE INCLUDED IN THE WINNERS’ 1099 YEAR-END INFORMATION.
Paul Eaton Donald Kowalski New Cases Opened This Week: Don Brink Margaret Bryant Deborah Stewart-Reehl
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 20)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$40,656.33
Weiland, Abigail
$3,852.36
Rasmussen, Kelley
$8,958.05
Ray, Carrie
$2,731.80
Alley, Mike
$5,668.69
Timothy, Nikki
$2,163.60
Top 15 Openers
Week 20 Sales
Top 15 Benefit Counselors
WK 20 Net Sales Credits
Brink, Don
$15,226.08 Losada Monroy, Raquel
3,917
Bryant, Margaret
$14,721.74 Brink, Don
2,905
McGill, Nate
$3,852.36 Isaacson, Stephanie
2,465
Ray, Carrie
$2,731.80 Lane, Michael
1,154
Shipman, Jeff
$2,173.89 Granja Flores, Hugo
956
Gurney, Brenda
$2,163.60 Peterson, Kimberly
929
Stewart-Reehl, Deb
$1,813.68 Leach, Susan
879
Day, Eric
$1,749.60 Gurney, Brenda
757
Wollen, Gordon
$1,612.08 Kunkler, Karen
734
Parsons, Kate
$1,019.52 Buschman, Roxana
651
Pines, Zara
$893.34 Stewart-Reehl, Deb
635
Ballweber, Theresa
$865.56 Wollen, Gordon
611
Griffeth, Jeff
$763.46 Gifford, Troy
580
Snider, Jason
$754.08 Bryant, Margaret
563
Gifford, Troy
$632.94 Parsons, Kate
357
Quarter to Date Numbers (as of Week 20)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
53.8%
Weiland, Abigail
31.9%
Maxwell, Denise
49.9%
Ray, Carrie
29.5%
Rathmanner, Casey
32.9%
Fox, Amber
24.2%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$414,178.81 Isaacson, Stephanie
QTD Total Net Sales Credit 26,071
Ford, Brook
$32,706.24 Kunkler, Karen
21,875
Bryant, Margaret
$27,727.88 Leach, Susan
15,487
McGill, Nate
$15,163.68 Losada Monroy, Raquel
13,329
Campbell, Branden
$13,033.08 Brink, Don
12,997
Fleener, Lois
$9,449.82 Miller, Tricia
12,899
Ray, Carrie
$8,814.78 Wolden, Julie
12,686
Shipman, Jeff
$8,214.53 Ford, Brook $7,716.21 DuPriest, Kathy
10,436
Bilgen, Lisa
6,431
6,347
Perry, Diane
$6,359.31 Gifford, Troy $6,290.04 Buschman, Roxana
Beck, Kate
$5,694.84 Lane, Michael
4,063
Griffeth, Jeff
$5,503.76 Fleener, Lois
3,243
Thurston, Derek
$5,489.16 Morgester, Christine
3,217
Meyers, Christopher
$5,207.76 Peterson, Kimberly
2,606
Pines, Zara
4,733
Year to Date Numbers (as of Week 20)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
41.8% Bilgen, Lisa
56.5%
Thurston, Doug
26.1% Gifford, Troy
26.2%
Maxwell, Denise
21.3% Ray, Carrie
25.5%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$601,852.04
Isaacson, Stephanie
93,694
Bryant, Margaret
$282,690.49
Kunkler, Karen
64,016
Bilgen, Lisa
$207,022.68
Losada Monroy, Raquel
56,408
Gifford, Troy
$49,964.65
Brink, Don
27,216
Bringhurst, Angela
$41,249.67
Leach, Susan
26,379
Ray, Carrie
$33,948.81
DuPriest, Kathy
25,063
Pines, Zara
$33,133.65
Wollen, Gordon
23,595
Thurston, Derek
$32,488.50
Buschman, Roxana
23,283
Campbell, Branden
$32,073.72
Ford, Brook
21,222
Ballweber, Theresa
$27,161.77
Gifford, Troy
20,557
Taylor, Mary
$23,957.20
Wolden, Julie
18,906
Stewart-Reehl, Deb
$23,262.26
Peterson, Kimberly
18,574
Harris, Leslie
$22,296.51
Parsons, Kate
14,447
Hayes, Shawn
$22,104.60
Taylor, Todd
13,784
Bowley, Alyssa
$21,907.17
Miller, Tricia
13,410
Year to Date Numbers (as of Week 20)
Top 5 Coordinators
WK 19 Net Sales Credits
Ballweber, Theresa
2,603
Bryant, Margaret
1,772
Talburt, Marci
949
Gifford, Troy
166
Buschman, Roxana
Top 5 Coordinators Ballweber, Theresa
54
QTD Total Net Sales Credit 47,508
Talburt, Marci
6,365
Bryant, Margaret
4,738
Gross, Lynsay
3,025
Buschman, Roxana
2,065
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
99,504
Bryant, Margaret
48,520
Talburt, Marci
29,835
Gross, Lynsay
8,000
Gifford, Troy
7,638
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
17
17.8%
2020 Cases 2020 Goal:
435 2020 Actual:
56
12.8% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$768,616
34.5% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$2,617,736
23.1%
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
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