Upcoming CBS Webinar Trainings:
Friday, June 2nd – National CBS Webinar – Group Products & Unum Positioning
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on how to position Unum/CBS and Group Products.
Friday, June 9th – National CBS Webinar – LTD & STD
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on the CBS LTD and STD products. Including how to position and hearing from a peer.
Friday, June 16th – National CBS Webinar – Life & Vision
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on the CBS Life and Vision products. Including how to position and hearing from a peer.
Friday, June 23rd – National CBS Webinar – Sales Process
• All roles
• This National Cross-Brand Sales (CBS) webinar will focus on the CBS Sales Process, from quote through post enrollment.
MORE INFORMATION TO FOLLOW
New Cases Opened
This Week:
Wes Betz G
Don Brink E
Ken Brown
Lin Dinsmore
Jacob Keim
C = Construction
M = Manufacturing
W = Wholesale
G = Grocery
CG = City Government
E = Educator
Pep Guardiola
The worst things are excuses. Excuses mean you cannot grow or move forward.
2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE
2024 President’s Club
March 4–6
The Reserve at Grand Hyatt Baha Mar
The Bahamas
President’s Club qualifiers will experience Paradise Found the moment they arrive at The Reserve within the Grand Hyatt Baha Mar in The Bahamas. This exclusive hotel within the Grand Hyatt resort takes luxury to the next level, including authentic Bahamian service, a private lounge and special amenities.
Floor-to-ceiling windows provide incomparable views of the gorgeous island scenery from every room, just steps away from sun-soaked sand beaches and pristine blue waters. This opulent resort offers endless options for relaxation or adventure, from pools to the spa, and from the onsite casino to a private wildlife sanctuary not to mention dozens of diningoptionsforfreshlocaland internationalcuisine.
2024 Leaders Conference
March 6–11
Grand Hyatt Baha Mar
The Bahamas
The Grand Hyatt Baha Mar in The Bahamas will welcome 2024 Leaders Conference qualifiers ready to find their paradise. This spectacular oceanfront resort offers breathtaking views from every room and the ultimate in luxurious service.
Tempt your palate with fresh local and international cuisine at more than 45 dining options in or near the hotel including the resort’s private food trucks, right on the sand. Enjoy sunset from the rooftop cocktail bar or stop by the jazz bar with live music. There’s no need to leave the resort to experience the glamour of the largest casino in the Bahamas, the 15-acre beachfront waterpark, or the resort’s private wildlife sanctuary.
Week to Date Numbers (as of Week 21)
Names in blue denote agents within first 52 weeks.
Top 15 Openers Week 21 Sales Palmer, Corey $38,404.32 Brink, Don $27,860.14 Hadlock, Melissa $11,581.02 Weiland, Abigail $8,353.35 Keim, Jacob $7,239.36 Brown, Ken $5,891.52 Betz, Wes $4,911.02 Stubbs, Jason $4,357.56 Bryant, Margaret $3,893.85 Dinsmore, Lin $3,512.88 Campbell, Branden $3,138.48 Day, Terra $2,779.92 Runtz, Krista $2,773.74 Ballweber, Theresa $2,241.36 Bilgen, Lisa $2,212.11
Top DGA’s Thurston, Doug $98,239.78 Naugle, Ty $18,378.90 Marquess, Rick $7,570.41 WTD TopADM’s Canals, Gabriel $49,355.46 Curry, John $13,905.36 Stubbs, Jason $7,570.41 Top 15 Benefit Counselors WK 21 Net Sales Credits Kinney, David 12,363 Isaacson, Stephanie 5,347 Sweeney, Jerry 3,987 Hadlock, Melissa 3,680 Losada Monroy, Raquel 3,049 Sweany, Paul 2,611 Morgester, Christine 2,528 Brown, Ken 2,062 Leach, Susan 1,771 Palmer, Corey 1,201 Betz, Wes 995 Buschman, Roxana 781 Runtz, Krista 386 Putman, Matt 358 Maccabee, Amber 212
Quarter to Date Numbers (as of Week 21)
QTD Top DGA’s by % of Plan Runtz, Joe 191.9% Jones, Eric 105.1% Maxwell, Denise 69.7% QTD TopADM’s by % of Plan Hoff, Brian 222.1% Canals, Gabriel 103.5% Jones, Amanda 103.4% Top 15 Openers QTD - 2023 Sales Brink, Don $332,289.58 Campbell, Branden $217,421.52 Runtz, Krista $139,093.74 Ballweber, Theresa $69,754.59 Palmer, Corey $68,017.20 Stubbs, Jason $39,067.56 Bryant, Margaret $36,783.68 Sweeney, Jerry $34,875.36 Kirk, Elliot $34,868.37 Brown, Kenneth $25,459.56 Weiland, Abigail $22,298.47 Keim, Jacob $21,711.60 Erickson, Cagney $19,997.82 Brook Ford $16,843.56 Hadlock, Melissa $15,419.94 Top 15 Benefit Counselors QTD Total Net Sales Credit Kinney, David 50,849 Hadlock, Melissa 29,858 Sweeney, Jerry 29,247 Isaacson, Stephanie 24,853 Losada Monroy, Raquel 22,949 Cottle, Craig 19,951 Miller, Tricia 17,644 Morgester, Christine 15,399 Leach, Susan 15,247 Runtz, Krista 11,968 Stubbs, Jason 11,884 Evans, Courtney 10,992 Palmer, Corey 9,894 Brown, Kenneth 9,514 Camarata, Tim 9,214
YTD Top DGA’s by % of Plan Runtz, Joe 53.1% Jones, Eric 50.2% Naugle, Ty 45.6% YTD TopADM’s by % of Plan Jones, Amanda 64.6% Curry, John 58.3% Stubbs, Jason 39.9% Top 15 Openers YTD - 2023 Sales Brink, Don $603,459.00 Campbell, Branden $390,079.92 Runtz, Krista $159,905.56 Bryant, Margaret $135,093.65 Ballweber, Theresa $112,952.34 Palmer, Corey $87,533.34 Kirk, Elliot $70,905.93 Weiland, Abigail $55,871.67 Erickson, Cagney $49,759.35 Ray, Carrie $43,866.47 Stubbs, Jason $43,430.43 Bilgen, Lisa $42,488.82 Putman, Matt $38,392.70 Curey, Jacob $37,325.16 Keim, Jacob $35,755.98 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 77,375 Kinney, David 76,532 Hadlock, Melissa 56,263 Losada Monroy, Raquel 50,685 Sweeney, Jerry 48,461 Miller, Tricia 38,296 Maccabee, Amber 28,513 Leach, Susan 26,169 Cottle, Craig 25,282 Buschman, Roxana 19,979 Camarata, Tim 19,479 Morgester, Christine 17,849 Palmer, Corey 16,976 Smith, Pamela 16,328 Runtz, Krista 15,572
Year to Date Numbers (as of Week 21)
to Date Numbers (as of Week
Top 5 Coordinators WK 21 Net Sales Credits Ballweber, Theresa 8,775 Talburt, Marci 2,486 Bryant, Margaret 677 Brown, Kenneth 589 Bonner, Lynn 396 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 76,222 Talburt, Marci 19,918 Bryant, Margaret 8,099 Buschman, Roxana 2,678 Bonner, Lynn 2,642 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 137,041 Talburt, Marci 44,085 Bryant, Margaret 17,815 Bonner, Lynn 9,223 Gifford, Troy 8,026
Year
21)
2023 Cases 2023 Goal: 208 2023 Actual: 80 cases 38.4% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $1,587,100 62.6% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $3,277,684 25.6%
Qtr
2023 Goal: 50 2023 Actual: 36 72%
2nd
Cases
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
Kimberly Dustin
Regional Broker Manager
503-798-3162 (cell)
Kdustin@ColonialLife.com
Colton Phillips
Recruiting Consultant
530-440-8514 (cell)
CPhillips@ColonialLife.com
Tom Chambers
Territory Sales Trainer
503-706-2099 (cell)
TChambers@ColonialLife.com
Main Line: 503.416.0550
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035