Oregon Idaho SW WA Pioneers May 5, 2021
Second Quarter Dental Incentive Get ready to go BIG with Dental in second quarter! Agents and Brokers are eligible to earn extra rewards on new Dental sales, which include:
AGENT INCENTIVE $500 for the first 50 cases in 2Q
BROKER INCENTIVE 3% of net Dental sales in qualified accounts during 2Q
New Cases Opened This Week: Corrine Attebery (1/2 case) Wes Betz Rhett Egan Kyler Harral (2 cases) Michael Lane Marci Otis (1/2 case) Jeff Shipman Jason Snider Gordon Wollen
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 17 Dental Sales: $52,707.12 Week 17 Groups Adding Dental Policies: 25 Week 17 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week 17: Michael Lane: $16,515.84 Jeff Shipman: $11,942.52 Jason Snider: $10,656.84
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 17)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$67,424.99
Weiland, Abigail
$44,052.93
No DGA (A. Weiland)
$44,052.93
Shipman, Jeff
$15,956.28
Alley, Mike
$21,994.86
Snider, Jason
$13,801.44
Top 15 Openers
Week 17 Sales
Top 15 Benefit Counselors
WK 17 Net Sales Credits
Lane, Michael
$42,832.56 Lane, Michael
12,015
Brink, Don
$40,042.20 Isaacson, Stephanie
11,651
Shipman, Jeff
$15,956.28 DuPriest, Kathy
5,996
Snider, Jason
$13,801.44 Snider, Jason
4,830
Otis, Marci
$9,068.82 Kunkler, Karen
4,646
Harral, Kyler
$7,029.24 Losada Monroy, Raquel
3,601
Bryant, Margaret
$6,396.74 Weiland, Abigail $5,707.32 Otis, Marci
2,977
Attebery, Corrine
Egan, Rhett Campbell, Branden Bilgen, Lisa Betz, Wes
$5,171.88 Harral, Kyler $4,914.48 Miller, Tricia
2,460
$4,006.86 Wolden, Julie $2,433.24 Egan, Rhett
2,012
Gifford, Troy
$1,573.23 Attebery, Corrine
Day, Terra
$1,556.88 Evans, Nola $1,248.00 Gifford, Troy
Wollen, Gordon
2,549 2,257 1,810 1,531 699 596
Quarter to Date Numbers (as of Week 17)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
32.3%
Weiland, Abigail
83.7%
Thurston, Doug
29.8%
Otis, Marci
48.6%
Alley, Mike
24.9%
Jones, Amanda
36.4%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$155,490.89 Isaacson, Stephanie
QTD Total Net Sales Credit 22,045
Lane, Michael
$42,818.50 Kunkler, Karen
15,146
Campbell, Branden
$17,605.74 Lane, Michael
12,015
Shipman, Jeff
$17,294.13 Miller, Tricia
11,763
Snider, Jason
$13,801.44 Losada Monroy, Raquel
11,620
Bryant, Margaret
$12,065.38 DuPriest, Kathy
7,020
Otis, Marci
$10,981.86 Wolden, Julie
5,296
Harral, Kyler
$10,076.52 Snider, Jason
4,830
Ballweber, Theresa
$8,589.91 Gifford, Troy
3,882
Gifford, Troy
3,562
Ray, Carrie
$7,852.20 Buschman, Roxana $7,515.99 Harral, Kyler
Buschman, Roxana
$7,343.43 Ballweber, Theresa
3,499
Ford, Brook
$6,975.60 Campbell, Branden
3,163
Egan, Rhett
$6,937.56 Weiland, Abigail
2,977
Bilgen, Lisa
$6,893.16 Otis, Marci
2,549
3,527
Year to Date Numbers (as of Week 17)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
25.0% Weiland, Abigail
30.9%
Marquess, Rick
23.5% Jones, Amanda
28.5%
Jones, Eric
20.4% Taylor, Mary
26.4%
Top 15 Openers Brink, Don
YTD - 2021 Sales $436,961.89
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
69,907
Bryant, Margaret
$73,907.32
Kunkler, Karen
69,382
Lane, Michael
$53,704.42
Losada Monroy, Raquel
30,235
Ballweber, Theresa
$46,453.65
Miller, Tricia
24,173
Campbell, Branden
$45,568.74
Lane, Michael
16,840
Bringhurst, Angela
$45,318.06
Gifford, Troy
16,785
Scheppegrell, Leslie
$34,514.76
DuPriest, Kathy
16,072
Egan, Rhett
$33,688.92
Wolden, Julie
15,065
Daniels, Joel
$33,417.46
Thurston, Derek
$29,894.07
Bryant, Margaret
Taylor, Todd
$28,161.48
Buschman, Roxana
8,855
Ray, Carrie
$25,198.65
Campbell, Branden
8,409
Betz, Wes
$23,325.72
Daniels, Joel
8,122
Bilgen, Lisa
$23,043.03
Ballweber, Theresa
8,107
Shipman, Jeff
$22,926.41
Morgester, Christine
8,082
Egan, Rhett
11,791
10,359
Year to Date Numbers (as of Week 17) Top 5 Coordinators
WK 17 Net Sales Credits
Talburt, Marci
6,312
Ballweber, Theresa
5,791
Bonner, Lynn
1,478
Isaacson, Stephanie
1,068
Bryant, Margaret
Top 5 Coordinators Ballweber, Theresa
388
QTD Total Net Sales Credit 23,027
Talburt, Marci
7,852
Bryant, Margaret
2,815
Gifford, Troy
1,623
Bonner, Lynn
1,521
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
72,699
Talburt, Marci
23,501
Bryant, Margaret
9,642
Bringhurst, Angela
4,587
Gross, Lynsay
3,933
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
11
32.3%
2021 Cases 2021 Goal:
203 2021 Actual:
44
21.6% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$506,674
31% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$1,763,849
18.5%
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 Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@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