Oregon Idaho Pioneers May 21, 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
Around The Territory
DGA Rick Marquess and Agent Todd Taylor at a Career Fair last week.
ADM Kelley Rasmussen with her spot-on new license plate.
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
New Cases Opened This Week: Lisa Bilgen Branden Campbell Kate Parsons Casey Rathmanner
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!
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
$103,524.90
Canals, Gabriel
$76,304.64 $20,635.08
Bringhurst, Steve
$20,635.08
Bringhurst, Angela
Cornett, Kevin
$10,302.60
Parsons, Kate
Top 15 Openers
Week 20 Sales
Top 15 Benefit Counselors
$9,401.94
WK 20 Net Sales Credits
Campbell, Branden
$73,213.44 Miller, Tricia
3,763
Bringhurst, Angela
$19,763.88 Wolden, Julie
3,292
Bryant, Margaret
$9,966.24 Kunkler, Karen
3,115
Parsons, Kate
$8,828.64 Leach, Susan
3,053
Brink, Don
$6,235.84 Gifford, Troy
2,335
Taylor, Mary
$5,105.20 Isaacson, Stephanie
2,133
Bilgen, Lisa
$3,945.12 Taylor, Mary $3,061.92 Morgester, Christine
2,035 1,382
Griffeth, Jeff
$2,956.44 Ballweber, Theresa $2,060.71 Buschman, Roxana
Myers, Jan
$1,969.74 Fleener, Lois
1,127
Fleener, Lois
$1,398.84 Day, Terra $1,396.20 Bringhurst, Angela
1,072
Day, Terra Ford, Brook
Pratt, Jared Snider, Jason Gifford, Troy
$1,109.76 Griffeth, Jeff $939.29 Myers, Jan
1,444 1,202
892 750 721
Quarter to Date Numbers (as of Week 20)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Marquess, Rick
51.8%
Canals, Gabriel
Kezele, Will
51.7%
Taylor, Mary
55.7%
Thurston, Doug
46.8%
Griffeth, Jeff
53.7%
Top 15 Openers Campbell, Branden
QTD - 2019 Sales
Top 15 Benefit Counselors
$111,763.08 Isaacson, Stephanie
120.4%
QTD Total Net Sales Credit 26,889
Bryant, Margaret
$50,703.11 Losada Monroy, Raquel
21,789
Brink, Don
$49,860.84 Gifford, Troy
13,751
Griffeth, Jeff
$43,407.78 Griffeth, Jeff
11,748
Gifford, Troy
$41,731.51 Wolden, Julie
11,679
Rathmanner, Casey
$35,105.67 Buschman, Roxana
9,793
Day, Terra
$31,960.23 Kunkler, Karen
8,468
Jones, Eric
$28,777.32 Brink, Don $27,848.34 Leach, Susan
6,846
6,067
Snider, Jason
$21,911.67 Campbell, Branden $17,690.40 Jones, Eric
Thurston, Derek
$14,443.68 Snider, Jason
5,839
Beck, Catherine
$13,755.72 Stubbs, Jason
5,688
Weiland, Abigail
$13,729.32 Rasmussen, Kelley
5,191
Bilgen, Lisa
$12,972.99 Griffeth, Terri
4,687
Bringhurst, Angela
Stubbs, Jason
6,447 5,922
Year to Date Numbers (as of Week 20)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
26.7% Canals, Gabriel
35.7%
Alley, Mike
26.2% Rathmanner, Casey
32.2%
Doug Thurston
23.1% Jones, Eric
27.6%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$188,586.03
Isaacson, Stephanie
88,703
Bryant, Margaret
$173,228.97
Losada Monroy, Raquel
43,575
Brink, Don
$148,586.08
Liddell, Billy
33,339
Bringhurst, Angela
$76,901.16
Day, Terra
24,437
Ray, Carrie
$67,928.19
Leach, Susan
23,774
Rathmanner, Casey
$67,519.93
Weiland, Abigail
22,948
Gifford, Troy
$63,784.15
Kunkler, Karen
20,679
Kartub, Doug
$63,782.94
Wolden, Julie
19,648
Griffeth, Jeff
$53,481.01
Buschman, Roxana
19,261
Pines, Zara
$49,982.53
Campbell, Branden
18,222
Day, Terra
$49,305.51
Rasmussen, Kelley
17,224
Jones, Eric
$44,911.68
Griffeth, Jeff
17,110
Stubbs, Jason
$33,209.79
Brink, Don
16,753
Masjuan, Jose Luis
$30,985.17
Bringhurst, Angela
14,877
Myers, Jan
$30,235.44
Gifford, Troy
14,400
Year to Date Numbers (as of Week 20)
Top 5 Coordinators
WK 20 Net Sales Credits
Ballweber, Theresa
10,373
Bringhurst, Angela
1,562
Bryant, Margaret
984
Smith, Rebecca
692
Gross, Lynsay
634
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 33,801
Bryant, Margaret
9,339
Talburt, Marci
8,929
Gifford, Troy
8,539
Smith, Rebecca
3,238
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 113,620
Talburt, Marci
34,891
Bryant, Margaret
13,814
Gifford, Troy
11,541
Gross, Lynsay
9,440
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
26
35.1%
2019 Cases 2019 Goal:
376 2019 Actual:
95
25.2%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$878,897
37.7% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$2,677,254
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
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