May 7, 2019 Newsletter

Oregon Idaho Pioneers May 7, 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

We are excited to announce the new Growth Markets “Building Your Business” Sales Forum is coming to your Territory! During this one-day Forum we will be discussing self-reflection that leads to growth and drives sales, the customer experience, advanced selling techniques, and Colonial Life knowledge, presented by Sheilah Rund When?

May 21, 2019 (9:00 am-4:00 pm with working lunch)

Where?

Boise, Idaho—Location Just Announced!

943 W. Overland Rd, Meridian, ID 83642, Owyhee Conference Room

RSVP?

Click this link: https://www.surveymonkey.com/r/0521Boise

When?

May 28, 2019 (9:00 am–4:00 pm with working lunch)

Where?

Oregon—Meadows Conference Room First Floor (across the street from T.O.) 5300 Meadows Road Lake Oswego, OR 97035

RSVP?

Click this link: https://www.surveymonkey.com/r/0528Portland

For any questions, please contact your REC: Sheilah Rund 775-770-4509 Srund@coloniallife.com

New Cases Opened This Week: Branden Campbell Terra Day (2 cases) Carrie Ray Jason Snider Doug Thurston John Wiemann

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 18)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$74,475.70

Griffeth, Jeff

$36,100.20

Kezele, Will

$36,899.88

Canals, Gabriel

$32,276.10

Cornett, Kevin

$12,757.62

Snider, Jason

$16,580.64

Top 15 Openers

Week 18 Sales

Top 15 Benefit Counselors

WK 18 Net Sales Credits

Griffeth, Jeff

$17,899.37 Losada Monroy, Raquel

8,389

Gifford, Troy

$17,620.28 Snider, Jason

5,803

Day, Terra

$17,320.86 Griffeth, Jeff

5,181

Snider, Jason

$16,580.64 Gifford, Troy

5,075

Bryant, Margaret

$12,421.10 Campbell, Branden

3,635

Campbell, Branden

$12,412.68 Isaacson, Stephanie

2,782

Brink, Don

$11,756.00 Griffeth, Terri $4,485.87 Ford, Brook

2,300

Ford, Brook

2,263 1,504

Bringhurst, Angela

$4,132.92 Kramer, Cassandra $2,089.44 DuPriest, Kathy

Rathmanner, Casey

$2,036.72 Hillier, Erik

1,000

Beck, Catherine

$1,870.92 Wollen, Gordon $1,822.44 Bringhurst, Angela

950

$1,822.44 Day, Terra $1,513.83 Jones, Eric

868

Wiemann, John

McPherson, Stan Schacher, Stephen Wollen, Gordon

1,154

939 868

Quarter to Date Numbers (as of Week 18)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Kezele, Will

40.5%

Canals, Gabriel

56.7%

Marquess, Rick

39.1%

Taylor, Mary

45.1%

Thurston, Doug

30.5%

Griffeth, Jeff

42.0%

Top 15 Openers

QTD - 2019 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Bryant, Margaret

$37,261.99 Isaacson, Stephanie

22,817

Rathmanner, Casey

$34,887.48 Losada Monroy, Raquel

19,506

Brink, Don

$34,411.99 Gifford, Troy

9,584

Griffeth, Jeff

$33,574.77 Wolden, Julie

8,889

Gifford, Troy

$32,807.95 Griffeth, Jeff

8,698

Campbell, Branden

$25,194.48 Buschman, Roxana

8,367

Jones, Eric

$24,731.52 Snider, Jason

5,803

Stubbs, Jason

$21,137.55 Stubbs, Jason $19,033.71 Campbell, Branden

5,417

$16,580.64 Rasmussen, Kelley $14,818.20 Kunkler, Karen

4,933

$14,328.03 Brink, Don $13,755.72 Jones, Eric

4,608

$10,662.26 Griffeth, Terri $9,027.87 Stevenson, Ronald

3,860

Day, Terra

Snider, Jason Thurston, Derek Weiland, Abigail Beck, Catherine Pines, Zara Bilgen, Lisa

5,056 4,730 4,506 3,731

Year to Date Numbers (as of Week 18)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

25.5% Rathmanner, Casey

32.1%

Cornett, Kevin

23.9% Canals, Gabriel

26.7%

Doug Thurston

20.5% Jones, Eric

26.4%

Top 15 Openers

YTD - 2019 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Bryant, Margaret

$159,787.85

Isaacson, Stephanie

84,631

Brink, Don

$133,446.97

Losada Monroy, Raquel

41,292

Campbell, Branden

$102,017.43

Liddell, Billy

33,506

Ray, Carrie

$70,275.18

Weiland, Abigail

23,762

Rathmanner, Casey

$67,301.74

Day, Terra

22,173

Kartub, Doug

$63,782.94

Leach, Susan

18,761

Gifford, Troy

$54,860.59

Buschman, Roxana

17,836

Bringhurst, Angela

$54,502.14

Campbell, Branden

17,211

Pines, Zara

$49,414.33

Rasmussen, Kelley

16,966

Griffeth, Jeff

$43,648.00

Kunkler, Karen

16,941

Jones, Eric

$40,865.88

Wolden, Julie

16,858

Day, Terra

$36,378.99

Brink, Don

14,515

Stubbs, Jason

$32,435.67

Griffeth, Jeff

14,060

Masjuan, Jose Luis

$31,193.79

Bringhurst, Angela

13,110

Myers, Jan

$28,252.44

Morgester, Christine

13,020

Year to Date Numbers (as of Week 18)

Top 5 Coordinators

WK 18 Net Sales Credits

Ballweber, Theresa

5,507

Gifford, Troy

3,665

Bryant, Margaret

2,247

Gross, Lynsay

694

Talburt, Marci

563

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 18,253

Talburt, Marci

9,026

Bryant, Margaret

7,720

Gifford, Troy

6,741

Smith, Rebecca

2,493

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

98,072

Talburt, Marci

34,988

Bryant, Margaret

12,194

Gifford, Troy

9,743

Gross, Lynsay

8,615

2nd Qtr Cases 2019 Goal:

74 2019 Actual:

20

27.0%

2019 Cases 2019 Goal:

376 2019 Actual:

89

23.6%

2nd Qtr Premium 2019 Goal:

$2,327,998 2019 Actual:

$624,424

26.8% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$2,422,782

20.9%

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