May 4, 2023 Newsletter

Page 6

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

New Cases Opened This Week:

Jake Curey

Cagney Erickson (2 cases) M, CG

Jacob Keim M

Brook Ford C

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 17)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 17 Sales Brink, Don $27,549.45 Bryant, Margaret $18,079.66 Ballweber, Theresa $12,079.44 Keim, Jacob $11,678.52 Runtz, Krista $11,193.03 Erickson, Cagney $10,868.28 Palmer, Corey $6,634.89 Campbell, Branden $5,823.24 Jones, Russell $3,602.76 Otis, Marci $2,732.16 Weiland, Abigail $2,360.88 Betz, Wes $2,047.80 Moss, Greg $1,747.92 Kirk, Elliot $1,579.92 Talburt, Marci $1,469.88
Top DGA’s Thurston, Doug $84,685.32 Naugle, Ty $29,532.60 Runtz, Joe $11,373.72 WTD TopADM’s Curry, John $25,701.84 Canals, Gabriel $17,789.10 Jones, Amanda $6,031.35 Top 15 Benefit Counselors WK 17 Net Sales Credits Sweeney, Jerry 7,282 Hadlock, Melissa 3,982 Isaacson, Stephanie 2,291 Palmer, Corey 2,180 Morgester, Christine 1,827 Cottle, Craig 1,819 Peterson, Kimberly 1,727 Losada Monroy, Raquel 1,725 Smith, Pamela 1,711 Leach, Susan 1,524 Bonner, Lynn 1,498 Evans, Courtney 1,080 Runtz, Krista 798 Kirk, Elliot 759 Buschman, Roxana 629

Quarter

to Date Numbers (as of Week 17)

QTD Top DGA’s by % of Plan Runtz, Joe 143.5% Maxwell, Denise 63.7% Jones, Eric 59.7% QTD TopADM’s by % of Plan Jones, Amanda 85.4% Curry, John 45.0% Putman, Matt 35.9% Top 15 Openers QTD - 2023 Sales Brink, Don $113,095.51 Runtz, Krista $104,433.09 Ballweber, Theresa $54,446.79 Kirk, Elliot $27,925.41 Palmer, Corey $23,946.12 Bryant, Margaret $23,621.25 Campbell, Branden $19,565.04 Shields, Brian $15,293.67 Brook Ford $14,704.92 Keim, Jacob $14,472.24 Putman, Matt $13,924.68 Buschman, Roxana $13,091.70 Thompson, Maleena $12,923.94 Erickson, Cagney $9,235.92 Sweeney, Jerry $8,535.12 Top 15 Benefit Counselors QTD Total Net Sales Credit Hadlock, Melissa 18,832 Kinney, David 14,281 Sweeney, Jerry 14,233 Isaacson, Stephanie 12,535 Losada Monroy, Raquel 9,895 Miller, Tricia 9,784 Fleener, Lois 8,267 Palmer, Corey 8,178 Runtz, Krista 7,846 Evans, Courtney 6,803 Smith, Pamela 5,504 Maccabee, Amber 4,564 Kirk, Elliot 3,542 Buschman, Roxana 3,459 Gurney, Brenda 2,826
YTD Top DGA’s by % of Plan Runtz, Joe 43.8% Jones, Eric 40.1% Naugle, Ty 35.2% YTD TopADM’s by % of Plan Jones, Amanda 56.8% Curry, John 43.6% Weiland, Abigail 30.2% Top 15 Openers YTD - 2023 Sales Brink, Don $384,264.93 Campbell, Branden $192,223.44 Runtz, Krista $125,244.91 Bryant, Margaret $121,931.22 Ballweber, Theresa $97,644.54 Kirk, Elliot $63,962.97 Ray, Carrie $43,637.87 Palmer, Corey $43,462.26 Weiland, Abigail $39,708.68 Erickson, Cagney $38,346.57 Curey, Jacob $37,205.40 Bilgen, Lisa $37,095.48 Putman, Matt $36,961.34 Keim, Jacob $28,516.62 Gifford, Troy $27,111.78 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 65,057 Hadlock, Melissa 45,237 Kinney, David 39,963 Losada Monroy, Raquel 37,631 Sweeney, Jerry 33,447 Miller, Tricia 30,436 Maccabee, Amber 27,246 Palmer, Corey 15,259 Smith, Pamela 15,111 Buschman, Roxana 14,487 Gifford, Troy 12,714 Leach, Susan 12,593 Runtz, Krista 11,450 Putman, Matt 11,238 Camarata, Tim 11,113
Year to Date Numbers (as of Week 17)
Date Numbers (as of Week
Top 5 Coordinators WK 17 Net Sales Credits Ballweber, Theresa 5,690 Talburt, Marci 2,992 Bryant, Margaret 2,009 Bonner, Lynn 659 Gifford, Troy 186 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 23,467 Talburt, Marci 8,201 Bryant, Margaret 5,470 Buschman, Roxana 2,618 Bonner, Lynn 2,084 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 84,287 Talburt, Marci 32,368 Bryant, Margaret 15,187 Bonner, Lynn 8,665 Gifford, Troy 7,369
Year to
17)
2023 Cases 2023 Goal: 208 2023 Actual: 64 cases 30.7% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $740,116 29.3% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $2,427,612 19% 2nd Qtr Cases 2023 Goal: 50 2023 Actual: 20 40%

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

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May 4, 2023 Newsletter by Eric Weiland - Issuu