Oregon Idaho Pioneers November 29, 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]
•
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
Dale Jacobs
New Accounts
Filer Rural Fire District—Troy Gifford Mountainstar Family Relief—Jason Snider
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 Additional contest to be announced
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.
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
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.
Week to Date Numbers (as of Week 47)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$75,216
Griffeth, Jeff
$8,810
Alley, Michael
$14,502
Rathmanner, Casey
$8,632
Shipman, Jeff
$5,870
Kezele, William
Top 15 Openers
$8,810
Week 47 Sales
Top 15 Benefit Counselors
WK 47 Net Sales Credits
Bryant, Margaret
$21,392
Isaacson, Stephanie
4,785.54
Thurston, Doug
$20,122
Flores, Hugo
3,821.95
Brink, Don
$8,147
Campbell, Branden
3,055.58
Isaacson, Stephanie
$7,112
Thurston, Derek
2,605.30
Bilgen, Lisa
$5,947
Kunkler, Karen
2,516.93
Shipman, Jeff
$5,870
Morrison, Robert
2,059.90
Pines, Zara
$5,817
Kramer, Cassandra
1,909.24
Gifford, Troy
$4,110
Harms, Daniel
1,507.34
Waldram, Matthew
$3,744
Rasmussen, Kelley
1,501.91
Dickson, Brian
$3,728
Gifford, Troy
1,485.69
Burkett, James
$3,587
Griffeth, Tyson
1,383.90
Gray, Jeffrey
$2,495
Wolden, Julie
1,370.96
Grimes, Stanley
$2,479
Burbery, Katie
1,340.94
Griffeth, Jeff
$2,363
Burkett, James
1,255.51
Robinson, Rita
$2,349
Dickson, Brian
1,242.15
Quarter to Date Numbers (as of Week 47)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Michael
92.0%
Hillier, Erik
160.3%
Cornett, Kevin
75.8%
Rathmanner, Casey
127.7%
Thurston, Doug
57.9%
Griffeth, Jeff
Top 15 Openers
QTD - 2017 Sales
Top 15 Benefit Counselors
48.8%
QTD Total Net Sales Credit
Pines, Zara
$462,399 Isaacson, Stephanie
75,724.70
Brink, Don
$166,585 Morgester, Christine
52,698.53
Thurston, Doug
$131,596 McMuldren, Matthew
37,838.31
McMuldren, Matthew
$96,121 Kunkler, Karen
24,078.36
Bryant, Margaret
$77,076 Morrison, Robert
23,026.66
Robison, Mark
$66,971 Buschman, Roxana
21,411.33
Bilgen, Lisa
$66,687 Rasmussen, Kelley
19,241.41
Griffeth, Jeff
$61,866 Blair, William
14,895.14
Grimes, Stan
13,952.93
Gifford, Troy
$37,494 Leach, Susan $37,302 Griffeth, Jeff
Dickson, Brian
$32,038 Wollen, Gordon
13,371.25
Ford, Mary Brook
$23,969 Campbell, Branden $22,037 Ford, Mary Brook
12,464.86
$21,334 Gifford, Troy $19,382 Wolden, Julie
11,827.15
Waldram, Matthew Maxwell, Denise Cornett, Eric
13,904.98
11,900.08 11,514.66
Year to Date Numbers (as of Week 47)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
145.6% Rathmanner, Casey
201.3%
Bringhurst, Steve
93.8% Canals, Gabriel
87.9%
Thurston, Doug
69.6% Jones, Eric W
83.8%
Top 15 Openers
YTD - 2017 Sales
Brink, Don
$732,009
Pines, Zara
$685,901
Thurston, Doug
$487,722
Bryant, Margaret
$323,281
McMuldren, Matthew
$156,747
Dickson, Brian
$135,635
Rathmanner, Casey
$132,456
Jones, Eric
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
238,815.62
Morgester, Christine
126,227.32
Kunkler, Karen
106,426.24
Wollen, Gordon
92,158.79
Buschman, Roxana
88,543.30
Leach, Susan
77,091.55
McMuldren, Matthew
58,539.02
$125,659
Wolden, Julie
44,228.56
Griffeth, Jeff
$124,960
Gifford, Troy
41,883.07
Bringhurst, Angela
$118,797
Griffeth, Jeff
37,600.39
Bilgen, Lisa
$114,761
Morrison, Robert
36,696.28
Cornett, Eric
$100,291
Taylor, Cearstin
36,106.57
Gifford, Troy
$95,758
Blair, William
33,651.81
Grimes, Stanley
$92,257
Bringhurst, Angela
31,308.71
Hansen, Brian
$81,188
Losada Monroy, Raquel
29,272.90
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:
53
52%
2017 Cases 2017 Goal:
259 2017 Actual:
188
73% 4th Qtr Premium 2017 Goal:
$2,920,922 2017 Actual:
$1,764,447
60.4% 2017 Premium 2017 Goal
$7,855,235 2017 Actual:
$5,537,321
70%
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