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