Oregon Idaho Pioneers May 29, 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
New Cases Opened This Week: Don Brink Lois Fleener Troy Gifford Jeff Griffeth Jared Pratt Matt Williams
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 21)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$135,203.01
Canals, Gabriel
$121,290.96
Bringhurst, Steve
$22,615.80
Jones, Eric
$11,403.72
Maxwell, Denise
$15,629.88
Bringhurst, Angela
$11,212.08
Top 15 Openers Campbell, Branden Bringhurst, Angela
Week 21 Sales
Top 15 Benefit Counselors
$114,089.88 Wolden, Julie $10,745.55 Isaacson, Stephanie
WK 21 Net Sales Credits 7,219.93 6,720.32
Fleener, Lois
$9,537.36 Peterson, Kim
5,842.16
Jones, Eric
$7,668.90 Kunkler, Karen
4,423.97
Griffeth, Jeff
$6,741.48 Leach, Susan
4,084.92
Hillier, Erik
$6,683.04 Miller, Tricia
3,389.74
Pratt, Jared
$5,265.96 Jones, Eric $3,880.02 Rasmussen, Kelley
2,855.82 2,508.22
Parsons, Kate
$3,244.26 Gifford, Troy $3,171.12 Fleener, Lois
Gifford, Troy
$2,824.20 Griffeth, Jeff
1,900.43
Williams, Matt
$2,748.84 Pratt, Jared $2,681.16 Buschman, Roxana
1,843.09
$2,522.37 Wiemann, John $1,540.90 Bringhurst, Angela
1,135.51
Grimes, Stan Wiemann, John
Taylor, Mary Pines, Zara Bryant, Margaret
2,626.80 2,384.84
1,381.57 991.15
Quarter to Date Numbers (as of Week 21)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
61.0%
Canals, Gabriel
Kezele, Will
57.3%
Taylor, Mary
61.4%
Marquess, Rick
56.6%
Griffeth, Jeff
59.7%
Top 15 Openers Campbell, Branden
QTD - 2019 Sales
Top 15 Benefit Counselors
$225,852.96 Isaacson, Stephanie
198.1%
QTD Total Net Sales Credit 33,609
Bryant, Margaret
$52,501.17 Losada Monroy, Raquel
22,230
Brink, Don
$52,105.01 Wolden, Julie
18,898
Griffeth, Jeff
$50,149.26 Gifford, Troy
16,259
Gifford, Troy
$44,555.71 Griffeth, Jeff
13,648
Bringhurst, Angela
$38,593.89 Kunkler, Karen
12,892
Rathmanner, Casey
$36,454.71 Buschman, Roxana
11,174
Jones, Eric
$36,446.22 Leach, Susan $31,960.23 Jones, Eric
10,532
Day, Terra
8,778
7,818
Snider, Jason
$22,892.67 Rasmussen, Kelley $17,690.40 Brink, Don
Thurston, Derek
$16,423.68 Miller, Tricia
7,073
Weiland, Abigail
$14,409.00 Campbell, Branden
6,067
Pines, Zara
$13,752.83 Snider, Jason
5,839
Parsons, Kate
$13,100.28 Stubbs, Jason
5,688
Stubbs, Jason
7,532
Year to Date Numbers (as of Week 21)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
29.5% Canals, Gabriel
46.7%
Alley, Mike
26.6% Rathmanner, Casey
32.5%
Bringhurst, Steve
25.7% Jones, Eric
30.7%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$302,675.91
Isaacson, Stephanie
95,423
Bryant, Margaret
$174,769.87
Losada Monroy, Raquel
44,015
Brink, Don
$150,010.62
Liddell, Billy
33,339
Bringhurst, Angela
$87,646.71
Leach, Susan
27,858
Rathmanner, Casey
$68,868.97
Wolden, Julie
26,868
Ray, Carrie
$67,928.19
Kunkler, Karen
25,103
Gifford, Troy
$66,608.35
Day, Terra
24,437
Kartub, Doug
$63,782.94
Weiland, Abigail
23,542
Griffeth, Jeff
$60,222.49
Buschman, Roxana
20,643
Jones, Eric
$52,580.58
Rasmussen, Kelley
19,850
Pines, Zara
$52,504.90
Griffeth, Jeff
19,010
Day, Terra
$49,305.51
Campbell, Branden
18,222
Stubbs, Jason
$34,190.79
Brink, Don
17,439
Masjuan, Jose Luis
$30,985.17
Gifford, Troy
16,909
Myers, Jan
$30,235.44
Jones, Eric
16,776
Year to Date Numbers (as of Week 21)
Top 5 Coordinators Ballweber, Theresa
WK 21 Net Sales Credits 13,557
Gross, Lynsay
1,522
Jones, Eric
1,140
Gifford, Troy
1,029
Talburt, Marci
Top 5 Coordinators Ballweber, Theresa
883
QTD Total Net Sales Credit 47,357
Talburt, Marci
9,811
Gifford, Troy
9,568
Bryant, Margaret
9,540
Smith, Rebecca
3,620
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 127,177
Talburt, Marci
35,773
Bryant, Margaret
14,015
Gifford, Troy
12,570
Gross, Lynsay
10,961
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
32
43.2%
2019 Cases 2019 Goal:
376 2019 Actual:
101
26.8%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$1,090,952
46.8% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$2,889,310
24.9%
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