Nov. 27, 2018 Newsletter

Oregon Idaho Pioneers Nov. 27, 2018 October 6, 2016

IMPORTANT NEWS FROM HOME OFFICE‌ Extended business submission hours Friday, November 30 In order to maximize the opportunity for month-end business, the business submission deadline this Friday, November 30, has been extended. The home office will accept business submissions until 10 p.m. EST. Please plan accordingly.

We would like to Congratulate Natasha Shklayvel and Katherine Taylor, both out of Corvallis, Oregon, for earning their Nonstopin’ November Badge in My Learning Connection. They are in the running for a $100 gift card from Home Office. Good luck

to both of you! For more information, log on to Propr.

Opener/Benefit Counselor Class Changes Pioneers, as Eric stated in an email last week, changes are coming to Training Classes. Here are some key points to keep in mind:

Opener Class Class will run from 8 – 5 and we will provide lunch. Students must be on time and attend all three days.

•

Agents must be contracted (or be licensed and have completed a contracting link) to attend.

•

We ask that new agents come to class with a scrubbed list of 25 leads so that we can conduct a

brief (30 Minute) call clinic on day one of class.

•

We also ask that new agents work up a specific list of 5 DM presentation opportunities (dates and

times) •

New Agents will do three full DM Roll plays. The objective is that each new agent will be ready to

conduct an entry level small group direct presentation as soon as they leave day three.

•

We will have a pre-work exercise (the ordered pairs exercise) where each new agent and their

manager go through the types of problems that they might uncover in discovery – and the types of solutions we might offer.

•

Each new agent must come to class with their signed Opener GPS after reviewing it with their

manager.

Enroller Class Class will run from 8 – 5 and we will provide lunch. Students must be on time and attend both days.

• Agents must be contracted to attend. This is non-negotiable for the BC class – because each agent must have Harmony Audition Access for the class.

•       

Agents MUST complete the following Individual product mastery tests: Accident Critical Illness Disability Cancer Dental Bridge Life…Term and Whole

•

Agents should have shadowed (seen) at least one enrollment before class.

• Agents will enroll individual products during day one. On day two they will conduct 2 full enrollments. The objective is that each BC will be ready to conduct an entry level enrollment the moment they walk out of class •

Agents must come to class with a signed BC GPS after reviewing it with their manager.

SAVE THE DATE LAUNCH DAY 2019 (FORMERLY TKO) MONDAY, JANUARY 14, 2019

AGENDA AND RSVP FORM WILL BE EMAILED THIS WEEK PLEASE RESPOND BY DECEMBER 7, 2018

This Week’s New Cases Opened by: Don Brink Margaret Bryant Raquel Losada Monroy Abigail Weiland Julie Wolden

2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer.

2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime.

Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.

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 47)

WTD Top DGA’s Thurston, Doug Alley, Mike Bringhurst, Steve

Top 15 Openers

WTD Top ADM’s

$187,271.25 $41,541.84 $5,325.48

Week 47 Sales

Rathmanner, Casey

$20,662.89

Bilgen, Lisa

$17,878.56

Canals, Gabriel

$14,176.56

Top 15 Benefit Counselors

WK 47 Net Sales Credits

Bryant, Margaret

$74,906.31 Isaacson, Stephanie

14,095

Thurston, Doug

$18,903.40 Morgester, Christine

11,706

Brink, Don

$18,792.27 Liddell, Billy

5,698

Bilgen, Lisa

$17,083.56 Losada Monroy, Raquel

5,255

Hunt, Lydia

$9,689.64 Leach, Susan

2,965

Losada Monroy, Raquel

$9,048.96 Kunkler, Karen

2,779

Bringhurst, Angela

$5,409.03 Ashbeck, Sheila $5,398.20 Granja Flores, Hugo

2,412 2,030

Weiland, Abigail

$4,727.64 Shklayvel, Natasha $4,368.90 Bringhurst, Angela

Campbell, Branden

$3,888.96 Wolden, Julie

1,907

Granja Flores, Hugo

$3,275.40 Canals, Gabriel $2,358.60 Wollen, Gordon

1,854

$1,896.84 Bilgen, Lisa $1,690.95 Pratt, Jared

1,334

Pines, Zara Canals, Gabriel

Cornett, Eric Wolden, Julie Shipman, Jeff

2,250 1,930

1,727 1,308

Quarter to Date Numbers (as of Week 47)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

57.5%

Rathmanner, Casey

118.7%

Thurston, Doug

42.0%

Fleener, Lois

111.1%

Maxwell, Denise

40.7%

Canals, Gabriel

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

99.2%

QTD Total Net Sales Credit

Brink, Don

$253,984.28 Isaacson, Stephanie

56,585

Thurston, Doug

$177,625.41 Losada Monroy, Raquel

37,653

Bryant, Margaret

$172,053.39 Granja Flores, Hugo

22,033

Pines, Zara

$110,572.87 Morgester, Christine

21,097

Campbell, Branden

$88,205.28 Buschman, Roxana

20,315

Rasmussen, Kelley

$52,066.05 Wolden, Julie

18,275

Canals, Gabriel

$49,880.16 Peterson, Kimberly

17,519

Maxwell, Denise

$39,145.89 Leach, Susan $35,444.12 Kunkler, Karen

17,331

$34,642.50 Griffeth, Jeff $34,056.60 Fleener, Lois

13,831

$33,699.33 Brink, Don $29,107.50 Pratt, Jared

13,470

$28,158.25 Liddell, Billy $25,461.98 Gifford, Troy

11,557

Griffeth, Jeff

Granja Flores, Hugo Robison, Mark Losada Monroy, Raquel

Cornett, Kevin Gifford, Troy Bilgen, Lisa

17,000 13,798 12,413 11,542

Year to Date Numbers (as of Week 47)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

142.6% Bringhurst, Angela

179.2%

Bringhurst, Steve

136.6% Rathmanner, Casey

168.8%

Thurston, Doug

Top 15 Openers

77.4% Canals, Gabriel

YTD - 2018 Sales

Top 15 Benefit Counselors

118.4%

YTD Total Net Sales Credit

Brink, Don

$932,695.41

Isaacson, Stephanie

231,863

Pines, Zara

$459,543.66

Kunkler, Karen

123,535

Bryant, Margaret

$429,686.44

Losada Monroy, Raquel

110,198

Thurston, Doug

$412,850.41

Morgester, Christine

99,620

Campbell, Branden

$377,769.48

Buschman, Roxana

92,044

Bringhurst, Angela

$344,918.94

Leach, Susan

88,147

Rasmussen, Kelley

$191,730.81

Wolden, Julie

85,235

Rathmanner, Casey

$156,716.50

Wollen, Gordon

71,915

Gifford, Troy

$153,578.40

Griffeth, Jeff

71,395

Griffeth, Jeff

$145,603.28

Gifford, Troy

59,193

Jones, Eric

$115,924.82

Brink, Don

54,358

Wolden, Julie

$111,097.30

Fleener, Lois

44,477

Bilgen, Lisa

$108,265.82

Kramer, Cassandra

43,057

Dickson, Brian

$102,451.64

Jones, Eric

42,093

Maxwell, Denise

$100,551.78

Myers, Jan

41,999

Year to Date Numbers (as of Week 47)

Top 5 Coordinators Ballweber, Theresa

WK 47 Net Sales Credits 11,128

Bryant, Margaret

8,171

Talburt, Marci

3,465

Bringhurst, Angela

551

Gross, Lynsay

147

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

88,861

Talburt, Marci

20,269

Bryant, Margaret

14,749

Gross, Lynsay

8,396

Gifford, Troy

6,795

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

308,675

Talburt, Marci

100,847

Bryant, Margaret

47,263

Gifford, Troy

40,961

Bringhurst, Angela

36,241

4th Qtr Cases 2018 Goal:

138 2018 Actual:

51

36.9%

2018 Cases 2018 Goal:

249 2018 Actual:

259

104%

4th Qtr Premium 2018 Goal:

$4,543,998 2018 Actual:

$1,623,293

35.7% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$7,417,677

84.3%

THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Natalie Rhea Territory Recruiter 503.416.0553 (office) 503.277.9969 (cell) Natalie.R@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