Oregon Idaho Pioneers November 22, 2017 October 6, 2016
In conjunction with the Sales Surge Expansion we are excited to present you with another 4th quarter initiative, 30 for 30. Target Accounts: •
Times Since Last Sales—no sales after January 1, 2015 [no sales in the last 3 years]
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Eligible Employees (EE): 200+
Enrollment must be scheduled and conclude before December 31, 2017 What: 1. The FIRST 30 Accounts nationally that are presented to the Inforce Growth Consultants through November 30th will be eligible for the following: Potential case count credit. [$2,500 in premium must be written for case count to be awarded.] Enhanced 2x4 underwriting offer*: Group Critical Care Guaranteed Issue (GI) available up to $20,000 maximum benefit for all employees. Whole Life 1000
Guaranteed Issue (GI) available up to $22 per week to $100,000 maximum face amount for all employees. *As per the standard 2x4, the increased Group Critical Care and Whole Life 1000 should only be offered to accounts that do not already have these products. How: •
Please complete a CSUS and send to Joe Ball with TM approval.
•
Include the doc date, enrollment date and working conditions in the body of the email or confirmed via phone call with Joe Ball.
Keep in mind that this is time sensitive due to only the FIRST 30 Accounts being eligible for this initiative so READY. SET. GO!!!
December Classes Opener Class December 5—7 9am to 5pm Enroller Class December 12-13 9am to 5pm
ATTENTION... FIRST EVER COLONIAL LIFE NATIONAL CALL CLINIC MONDAY, DECEMBER 4TH, 8 AM—5 PM WE WILL BE GOING HEAD TO HEAD WITH WASHINGTON-ALASKA TERRITORY OFFICE PRIZE DETAILS TO FOLLOW
Jeff Gray has reached 10k30 in 9 days with $10, 454 OP Premium!!!
Samuel Potter Carrie Ray Chuck Thomas Natasha Shklayvel Maureen Belle Rickie Mickle
New Accounts
Farmington Centers Inc FBP-Margaret Bryant Commercial Powder Coating Inc—Eric Cornett M & C Auto Body & Paint—Hugo Flores Apland’s Auto Body—Gregory Scott Integrated Services Inc—Jeff Shipman
MARKETING ON DEMAND
Announcing an exciting new way to customize and order high-quality education and enrollment materials with your clients' details and your contact information. Create booklets, fliers and posters. Add the company name, logo and other personalized information. Click HERE to start creating your personalized marketing materials.
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
High-Five broker incentive extended to end of 2017
Fourth quarter sales driver Updated: 11/07/2017 If you haven’t taken advantage of engaging America’s Brokers through the 5K90 HighFive broker bonus, there’s still time. The High-Five incentive will continue through the end of 2017. In addition, the bonus is now retroactive to include any broker contracted in 2017 with zero sales. we will be making the bonus retroactively available for all contracted brokers in 2017 with zero sales.
This bonus is great for brokers looking for the cost savings and enrollment flexibility of Colonial Life’s voluntary benefits. How it works Brokers who partner with Colonial Life and produce $5,000 in new account net sales premium before the end of the year, will receive a $500 bonus. It’s as simple as that! You can get more details in the fliers (Colonial Life and New York versions) listed under Recommended Items on the right-hand side of this page. Share them with your brokers, and get ready for a lot of high fives in fourth quarter.
Thanksgiving Facts •
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Minnesota produces more turkeys than any other state in the U.S., raising close to 46 million in 2015. While domesticated turkeys cannot fly, wild turkeys can, for short distances, and at up to 55 miles per hour. The tradition of football games on Thanksgiving dates back to 1934, when the Detroit Lions played the Chicago Bears in the first NFL game broadcast nationally. The Snoopy Balloon has appeared more than any other balloon in the Macy’s Annual Thanksgiving Parade. The best way to tell if a cranberry is ripe it to see if it bounces.
Week to Date Numbers (as of Week 46)
WTD Top DGA’s Thurston, Doug
WTD Top ADM’s $160,738
Rathmanner, Casey
$30,171
Alley, Michael
$36,581
Ford, Mary Brook
$25,240
Maxwell, Denise
$33,540
Griffeth, Jeff
$11,293
Top 15 Openers
Week 46 Sales
Top 15 Benefit Counselors
WK 46 Net Sales Credits
Pines, Zara
$106,081
Isaacson, Stephanie
10,697.11
Bilgen, Lisa
$14,914
Morgester, Christine
9,248.45
Brink, Don
$12,549
Taylor, Thomas
5,120.04
Waldram, Matthew
$12,186
Harms, Daniel
4,799.10
Bryant, Margaret
$11,467
Hill, Brandon
4,698.25
Thurston, Doug
$10,466
Losada Monroy, Raquel
3,910.80
Rathmanner, Casey
$8,530
Croasmun, Anthony
3,412.84
Cornett, Eric
$8,520
Rasmussen, Kelley
3,380.84
Griffeth, Jeff
$7,657
Burbery, Katie
2,815.39
Shipman, Jeff
$6,410
Pace, Stephen
2,671.02
Maxwell, Denise
$5,433
Kramer, Cassandra
2,592.21
Robinson, Rita
$5,076
Sparks, Jonathan
2,343.11
Croasmun, Anthony
$4,875
Campbell, Branden
2,260.60
Kezele, William
$4,394
Blair, William
2,007.65
Taylor, Thomas
$4,105
Durre, Michael
1,958.66
Quarter to Date Numbers (as of Week 46)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Michael
80.5%
Hillier, Erik
160.3%
Cornett, Kevin
73.2%
Rathmanner, Casey
117.1%
Thurston, Doug
53.6%
Griffeth, Jeff
Top 15 Openers
QTD - 2017 Sales
Top 15 Benefit Counselors
45.8%
QTD Total Net Sales Credit
Pines, Zara
$457,486 Isaacson, Stephanie
70,939.16
Brink, Don
$158,318 Morgester, Christine
52,698.53
Thurston, Doug
$111,370 McMuldren, Matthew
37,838.31
McMuldren, Matthew
$96,121 Kunkler, Karen
21,561.43
Bilgen, Lisa
$60,740 Morrison, Robert
20,966.76
Griffeth, Jeff
$59,503 Buschman, Roxana
20,738.32
Robison, Mark
$57,038 Rasmussen, Kelley
17,739.50
Bryant, Margaret
$55,683 Blair, William
14,728.40
Grimes, Stan
13,904.98
Gifford, Troy
$35,015 Griffeth, Jeff $33,192 Leach, Susan
Dickson, Brian
$28,309 Wollen, Gordon
13,371.25
Ford, Mary Brook
$24,769 Ford, Mary Brook $21,960 Myers, Jan
12,021.75
$18,818 Losada Monroy, Raquel $18,293 Gifford, Troy
10,476.74
Maxwell, Denise Cornett, Eric Waldram, Matthew
13,518.29
10,889.57 10,341.46
Year to Date Numbers (as of Week 46)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
141.3% Rathmanner, Casey
197.6%
Bringhurst, Steve
93.8% Canals, Gabriel
86.7%
Thurston, Doug
67.9% Jones, Eric W
83.8%
Top 15 Openers
YTD - 2017 Sales
Brink, Don
$723,862
Pines, Zara
$680,084
Thurston, Doug
$467,600
Bryant, Margaret
$301,889
McMuldren, Matthew
$156,747
Dickson, Brian
$131,907
Rathmanner, Casey
$130,452
Jones, Eric
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
234,030.08
Morgester, Christine
126,227.32
Kunkler, Karen
103,909.31
Wollen, Gordon
92,158.79
Buschman, Roxana
87,870.29
Leach, Susan
76,656.91
McMuldren, Matthew
58,539.02
$126,373
Wolden, Julie
42,857.60
Griffeth, Jeff
$122,598
Gifford, Troy
40,397.38
Bringhurst, Angela
$118,797
Griffeth, Jeff
37,600.39
Bilgen, Lisa
$108,815
Taylor, Cearstin
35,568.97
Cornett, Eric
$99,728
Morrison, Robert
34,636.38
Gifford, Troy
$91,648
Blair, William
33,485.07
Grimes, Stanley
$89,777
Bringhurst, Angela
31,308.71
Hansen, Brian
$81,188
Losada Monroy, Raquel
29,423.39
November 2017 Sun
Mon
5
Tue
6
Wed
7
Thu
Fri
Sat
1
2
3
4
8
9
10
11
16
17
18
23
24
25
Territory Wide Race Event
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
12
13
14
15
Territory Wide Race Event
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
19
20
21
22
Territory Office Closed
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
26
27 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
28
29
30
December 2017 Sun
Mon
Tue
3
4
Wed
17
Sat
2
7
8
9
13
14
15
16
19
20
21
22
23
26
27
28
29
30
5
6 Opener Class
11 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
Fri
1
Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
10
Thu
12 Enroller Class
18 Territory Meeting 9:00 am/ Call Clinic 9:30 am - 6 pm
24
25 Territory Office Closed
31
4th Qtr Case 2017 Goal:
101 2017 Actual:
51
50%
2017 Cases 2017 Goal:
259 2017 Actual:
186
72% 4th Qtr Premium 2017 Goal:
$2,920,922 2017 Actual:
$1,650,121
56.4% 2017 Premium 2017 Goal
$7,855,235 2017 Actual:
$5,422,994
69%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550