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May 27, 2020 Newsletter

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Oregon Idaho Pioneers May 27, 2020 October 6, 2016


Taylor Kane Brian Petersen Stan Hatkoff

New Cases Opened This Week: Angela Bringhurst Mike Durre Diane Perry Jeremy Spetman


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 21)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$20,466.24

Ray, Carrie

Alley, Mike

$14,563.68

Canals, Gabriel

$5,805.90

Durre, Mike

$5,516.04

Cornett, Eric

Top 15 Openers

$5,516.04

Week 21 Sales

Top 15 Benefit Counselors

$11,155.08

WK 21 Net Sales Credits

Spetman, Jeremy

$7,027.68 Kunkler, Karen

2,079

Durre, Mike

$5,516.04 Durre, Mike

1,931

Campbell, Branden

$4,872.24 Peterson, Kimberly

1,780

Bringhurst, Angela

$4,740.60 DuPriest, Kathy

1,365

Perry, Diane

$3,900.48 Camarata, Tim

1,207

Brink, Don

$2,527.99 Morgester, Christine

1,103

Bryant, Margaret

$1,945.28 Parsons, Kate

992

Bilgen, Lisa

$1,400.31 Peterson, Kimberly

939

Ballweber, Theresa

$1,159.74 Bringhurst, Angela

814

Pines, Zara

$694.92 Fleener, Lois

563

Stine, Jason

$680.76 Cooper, Linda

318

Stewart-Reehl, Deb

$569.16 Gifford, Troy

249

Beck, Kate

$526.68 Leach, Susan

234

Gifford, Troy

$464.40 Campbell, Branden

199

Losada Monroy, Raquel

$394.38 Stewart-Reehl, Deb

199


Quarter to Date Numbers (as of Week 21)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Thurston, Doug

55.7%

Ray, Carrie

48.4%

Maxwell, Denise

47.6%

Weiland, Abigail

31.9%

Rathmanner, Casey

34.1%

Fox, Amber

28.8%

Top 15 Openers Brink, Don

QTD - 2020 Sales

Top 15 Benefit Counselors

$416,333.03 Isaacson, Stephanie

QTD Total Net Sales Credit 25,891

Bryant, Margaret

$29,673.16 Kunkler, Karen

23,954

Ford, Brook

$28,716.60 Leach, Susan

15,721

Campbell, Branden

$17,905.32 Losada Monroy, Raquel

12,973

McGill, Nate

$15,163.68 Miller, Tricia

12,762

Perry, Diane

$10,190.52 Brink, Don

12,521

Bilgen, Lisa

$9,116.52 Wolden, Julie

Fleener, Lois

$9,045.42 Ford, Brook $9,041.70 DuPriest, Kathy

Ray, Carrie

12,000 7,911 7,796

6,596

Spetman, Jeremy

$8,193.59 Gifford, Troy $7,718.10 Buschman, Roxana

Pines, Zara

$7,054.23 Peterson, Kimberly

4,386

Bringhurst, Angela

$6,226.08 Morgester, Christine

4,320

Beck, Kate

$6,221.52 Lane, Michael

4,063

Ballweber, Theresa

$5,799.99 Fleener, Lois

3,806

Shipman, Jeff

4,733


Year to Date Numbers (as of Week 21)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

43.0% Bilgen, Lisa

56.5%

Thurston, Doug

26.4% Ray, Carrie

26.2%

Maxwell, Denise

21.0% Gifford, Troy

25.5%

Top 15 Openers

YTD - 2020 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$604,380.03

Isaacson, Stephanie

93,514

Bryant, Margaret

$284,635.77

Kunkler, Karen

66,095

Bilgen, Lisa

$208,422.99

Losada Monroy, Raquel

56,052

Gifford, Troy

$50,429.05

Brink, Don

26,740

Bringhurst, Angela

$45,990.27

Leach, Susan

26,613

Campbell, Branden

$36,945.96

DuPriest, Kathy

26,429

Ray, Carrie

$34,175.73

Wollen, Gordon

23,309

Pines, Zara

$33,828.57

Buschman, Roxana

23,283

Thurston, Derek

$32,155.26

Gifford, Troy

20,806

Ballweber, Theresa

$28,321.51

Peterson, Kimberly

20,354

Taylor, Mary

$23,957.20

Ford, Brook

18,697

Stewart-Reehl, Deb

$23,831.42

Wolden, Julie

18,220

Harris, Leslie

$22,296.51

Parsons, Kate

15,438

Bowley, Alyssa

$21,907.17

Taylor, Todd

13,784

Hayes, Shawn

$21,893.64

Miller, Tricia

13,272


Year to Date Numbers (as of Week 21)

Top 5 Coordinators

WK 21 Net Sales Credits

Ballweber, Theresa

1,092

Talburt, Marci

1,090

Durre, Mike

552

Bringhurst, Angela

452

Young, Cheryl

195

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 48,600

Talburt, Marci

7,455

Bryant, Margaret

4,923

Gross, Lynsay

3,033

Buschman, Roxana

1,949

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

100,596

Bryant, Margaret

48,705

Talburt, Marci

30,925

Gross, Lynsay

8,008

Gifford, Troy

7,704


2nd Qtr Cases 2020 Goal:

95 2020 Actual:

21

22.1%

2020 Cases 2020 Goal:

435 2020 Actual:

60

13.7% 2nd Qtr Premium 2020 Goal:

$2,224,997 2020 Actual:

$815,164

36.6% 2020 Premium 2020 Goal

$11,316,000 2020 Actual:

$2,664,284

23.5%


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


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