May 25, 2022 Market Verticals – New industry added now! Effective immediately, the New and Used Car Dealerships (SIC Code 5511) industry grouping is now a preferred market included with the Market Verticals. All second quarter 2022 production will be included in bonus calculations associated with the Market Verticals. This includes double case count toward QTD and YTD New Account and District Trifecta bonuses. New and Used Car Dealerships join the target markets of Wholesale Trade, Construction, Manufacturing, Grocery Stores, Hospital Systems (excluding Nursing Home related SIC codes) and Public Sector (excluding State/Federal Government) in the Market Vertical grouping.
Public Sector Educator bundle The K-12 Educator Market bundle is now ready and available. It’s a one-stop-shop to set you up for success when prospecting the educator market. It includes details on understanding the opportunity in public, private and charter schools; a special Underwriting offer for K-12 Educator accounts; information on Funded Flex and the FutureFuel.io student loan repayment service and more. In addition, there are several other Public Sector updates coming soon. The “Whyologist” lab coats have been a symbol of Public Sector proficiency, and coming soon, Public Sector will be added to the Digital Badge program where our top Public Sector reps and managers will be recognized for their expertise. Public Sector was added to the grouping of targeted industries in the Market Verticals at the beginning of the year. That means Public Sector sales (excluding State/Federal Government) are eligible for double case count until the end of the year. These new tools and resources are designed to help you grow Public Sector business in your market.
“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau
Results as of Week 20
M = Manufacturing
New Cases Opened This Week:
W = Wholesale
Don Brink (2 cases) C
Krista Runtz
G = Grocery
John Curry M
Doug Thurston M
CG = City Government
Jon Gealon
Tiffany Webb
C = Construction
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of 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 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. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite 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!
Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •
Advanced Rep School
•
ADM New Manager School
•
DGA New Manager School
•
Newly-revamped ADM/DGA Partnership Training
April 5
Advanced Rep School
April 19
ADM New Manager School
May 17
DGA New Manager School
July 12
Advanced Rep School
July 19
ADM New Manager School
July26
ADM/DGA Partnership
Aug 16
DGA New Manager School
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
For qualifications, visit Propr, or check out the video: https://player.vimeo.com/
video/689042130
Week to Date Numbers (as of Week 20) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$141,511.89
Weiland, Abigail
$35,229.24
Naugle, Ty
$44,748.60
Canals, Gabriel
$20,032.92
Attebery, Corri
$23,528.40
Daniels, Joel
$15,437.28
Top 15 Openers Brink, Don Webb, Tiffany Daniels, Joel Campbell, Branden Curry, John Gealon, Jon Bilgen, Lisa Bringhurst, Angela
Waldrop, Michele Ballweber, Theresa Runtz, Krista
Week 20 Sales
Top 15 Benefit Counselors
$79,417.84 Hadlock, Ken $33,676.08 Kinney, David $15,437.28 Smith, Pamela Daniels, Joel $12,204.12 $8,421.12 Losada Monroy, Raquel $7,878.30 Isaacson, Stephanie $7,204.14 Cottle, Craig
7,063
5,757 5,403 4,273 4,107 3,618 2,871
$5,850.54 Buschman, Roxana $5,664.88 Runtz, Krista
2,482
Wolden, Julie Taylor, Mary
$2,030.45 Bilgen, Lisa
Taylor, Todd
14,734
$6,306.48 Miller, Tricia $6,035.64 Maccabee, Amber
$3,257.33 Gealon, Jon Kunkler, Karen $3,034.36 $2,303.88 Morrison, Robert
Bryant, Margaret
WK 20 Net Sales Credits
2,516 2,068 2,015 1,912 1,630 1,511
Quarter to Date Numbers (as of Week 20)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Runtz, Joe
134.7%
Weiland, Abigail
156.1%
Naugle, Ty
131.3%
Stubbs, Jason
96.8%
Maxwell, Denise
107.9%
Canals, Gabriel
71.7%
Top 15 Openers
QTD - 2022 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
$353,167.30 Kinney, David
35,951
Campbell, Branden
$75,211.32 Hadlock, Ken
30,146
Bryant, Margaret
$62,321.14 Isaacson, Stephanie
29,209
Bilgen, Lisa
$53,705.01 Losada Monroy, Raquel
21,644
Webb, Tiffany
$36,444.36 Kunkler, Karen
20,195
Brink, Don
Mitchell, Jeff
$21,961.32 Maccabee, Amber
19,767
Runtz, Krista
$20,492.69 Miller, Tricia
13,550
Daniels, Joel
$16,832.52 Buschman, Roxana
12,828
Talburt, Marci
$16,746.06 Runtz, Krista
10,304
Maltos-Morales, Ashley
$15,758.04 Fleener, Lois
9,091
Weiland, Abigail
$15,009.65 Morrison, Robert
8,197
Taylor, Todd
$12,799.37 Mitchell, Jeff
7,686
Taylor, Mary
$11,103.47 Daniels, Joel
5,515
Ray, Carrie
$10,451.56 Cottle, Craig
5,015
$9,655.50 Bilgen, Lisa
4,897
Bringhurst, Angela
Year to Date Numbers (as of Week 20)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Maxwell, Denise
47.7% Weiland, Abigail
65.7%
Naugle, Ty
46.6% Otis, Marci
36.1%
Marquess, Rick
31.7% Stubbs, Jason
32.7%
Top 15 Openers
YTD - 2022 Sales
Top 15 Benefit Counselors
YTD Total Net Sales
Brink, Don
$767,759.43
Kinney, David
72,252
Bryant, Margaret
$177,346.12
Isaacson, Stephanie
65,990
Campbell, Branden
$163,351.23
Losada Monroy, Raquel
56,424
Webb, Tiffany
$69,671.58
Kunkler, Karen
55,914
Bilgen, Lisa
$67,038.54
Maccabee, Amber
40,606
Runtz, Krista
$52,551.37
Hadlock, Ken
35,749
Betz, Wes
$44,054.28
Buschman, Roxana
26,410
Gifford, Troy
$38,065.36
Miller, Tricia
20,610
Talburt, Marci
$35,709.40
Runtz, Krista
18,372
Day, Terra
$32,850.69
Gifford, Troy
17,750
Betz, Wes
11,555
Bringhurst, Angela
$31,749.71
Curry, John
$27,697.86
Fleener, Lois
11,098
Ballweber, Theresa
$25,208.67
Morrison, Robert
10,322
Weiland, Abigail
$24,627.50
Mitchell, Jeff
8,394
Daniels, Joel
$23,630.28
Bringhurst, Angela
8,209
Year to Date Numbers (as of Week 20) Top 5 Coordinators Ballweber, Theresa
WK 20 Net Sales Credits 11,863
Talburt, Marci
5,768
Daniels, Joel
1,544
Bonner, Lynn
680
Bringhurst, Angela
384
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
52,405
Talburt, Marci
19,920
Bryant, Margaret
6,367
Bonner, Lynn
3,004
Mitchell, Jeff
2,196
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 122,234
Talburt, Marci
36,175
Bryant, Margaret
18,453
Bonner, Lynn
11,726
Gifford, Troy
4,827
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
18
24.6%
2022 Cases 2022 Goal:
350 2022 Actual:
53.5 cases 15.2% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$897,656
45.3% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $2,451,591
24.6%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@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