Oregon Idaho SW WA Pioneers May 25, 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: Lisa Bilgen
Alex Pate
Joel Daniels
Derek Thurston
Terra Day
Samuel Willis
Rhett Egan
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 20 Dental Sales: $12,935.28 Week 20 Groups Adding Dental Policies: 12 Week 20 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week : Sam Willis: $2629.80 Kevin Cornett: $1,844.76 Lyle Watkins: $1,700.28
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 20)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$57,090.27
Canals, Gabriel
$21,828.72
Alley, Mike
$20,064.21
Daniels, Joel
$13,306.80
Attebery, Shane
$15,748.20
Bilgen, Lisa
$8,251.23
Top 15 Openers
Week 20 Sales
Top 15 Benefit Counselors
WK 20 Net Sales Credits
Brink, Don
$13,938.39 Kunkler, Karen
4,369
Daniels, Joel
$13,306.80 Isaacson, Stephanie
4,243
Campbell, Branden
$8,490.84 DuPriest, Kathy
3,673
Bilgen, Lisa
$8,216.31 Maccabee, Amber
2,759
Rathmanner, Casey
$7,585.11 Losada Monroy, Raquel
2,741
Shipman, Jeff
$5,304.72 Camarata, Tim
2,724
Bryant, Margaret
$5,295.72 Daniels, Joel $4,442.76 Stubbs, Jason
2,145
Egan, Rhett
Pate, Alex Ray, Carrie Day, Terra
$4,411.10 Egan, Rhett $4,114.98 Willis, Sam
1,748
1,555 1,016
Willis, Sam
$3,402.84 Fleener, Lois $2,903.40 Morgester, Christine
580
Thurston, Derek
$2,020.74 Buschman, Roxana
560
Beck, Kate
$1,941.18 Gifford, Troy $1,927.68 Miller, Tricia
530
Watkins, Lyle
913
414
Quarter to Date Numbers (as of Week 20)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
62.8%
Weiland, Abigail
Thurston, Doug
53.3%
Otis, Marci
78.0%
Alley, Mike
45.1%
Canals, Gabriel
54.5%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$283,239.21 Isaacson, Stephanie
108.0%
QTD Total Net Sales Credit 33,148
Lane, Michael
$53,880.75 Kunkler, Karen
30,764
Campbell, Branden
$52,696.26 Losada Monroy, Raquel
21,486
Shipman, Jeff
$24,035.72 Miller, Tricia
18,528
Bryant, Margaret
$23,560.26 DuPriest, Kathy
12,366
Ballweber, Theresa
$22,166.11 Lane, Michael
11,735
Bilgen, Lisa
$15,727.92 Buschman, Roxana
9,452
Snider, Jason
$14,808.00 Wolden, Julie
9,421
Ray, Carrie
$14,541.21 Weiland, Abigail
8,192
Rathmanner, Casey
$14,376.23 Gifford, Troy
6,938
Otis, Marci
$13,565.97 Camarata, Tim
6,062
Griffeth, Jeff
$12,366.64 Snider, Jason
5,183
Daniels, Joel
$11,902.44 Ballweber, Theresa
4,889
Ford, Brook
$11,849.16 Egan, Rhett
3,983
Egan, Rhett
$11,380.32 Maccabee, Amber
3,944
Year to Date Numbers (as of Week 20)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
31.3% Weiland, Abigail
36.4%
Marquess, Rick
25.7% Jones, Amanda
31.0%
Thurston, Doug
24.1% Taylor, Mary
27.4%
Top 15 Openers
YTD - 2021 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$564,710.21
Kunkler, Karen
85,001
Bryant, Margaret
$85,402.20
Isaacson, Stephanie
81,010
Campbell, Branden
$80,659.26
Losada Monroy, Raquel
40,101
Lane, Michael
$64,766.67
Miller, Tricia
30,938
Ballweber, Theresa
$60,029.85
DuPriest, Kathy
21,418
Daniels, Joel
$47,338.18
Gifford, Troy
19,841
Bringhurst, Angela
$44,971.86
Wolden, Julie
19,190
Egan, Rhett
$38,131.68
Lane, Michael
16,561
Rathmanner, Casey
$35,813.19
Buschman, Roxana
14,745
Scheppegrell, Leslie
$34,344.96
Egan, Rhett
13,346
Thurston, Derek
$32,582.97
Bryant, Margaret
10,424
Ray, Carrie
$32,223.87
Daniels, Joel
10,267
Bilgen, Lisa
$31,877.79
Ballweber, Theresa
9,497
Shipman, Jeff
$29,668.00
Camarata, Tim
9,025
Taylor, Todd
$28,605.72
Morgester, Christine
8,770
Year to Date Numbers (as of Week 20) Top 5 Coordinators
WK 20 Net Sales Credits
Ballweber, Theresa
3,821
Talburt, Marci
2,506
Ward, Sue
1,331
Bryant, Margaret
715
Gross, Lynsay
592
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
45,633
Talburt, Marci
12,587
Bryant, Margaret
4,197
Gifford, Troy
2,531
Bonner, Lynn
2,508
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
95,305
Talburt, Marci
28,235
Bryant, Margaret
11,024
Gross, Lynsay
5,559
Ward, Sue
5,243
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
21
61.7%
2021 Cases 2021 Goal:
203 2021 Actual:
54
26.6% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$874,124
53.5% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$2,131,298
22.4%
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