Oregon Idaho Pioneers October 6, 2016
November 22, 2016
2017 President’s Club and Leadership Conference
2017 President's Club Penha Longa Resort Lisbon, Portugal May 4-6, 2017 Qualify for this trip and spend two nights at the Penha Longa Resort to see all that Lisbon, Portugal, has to offer. This Ritz Carlton property will welcome you to tranquility and elegance while nestled in the mystical Sintra Mountains just minutes away from the breathtaking Cascais coastline and historic downtown Lisbon. Qualifiers and their guests will have the chance to experience historic palaces and charming estates or find adventure on a speedboat ride down the river or a jeep tour through the mountains. On property, the lush Penha Longa Golf Course awaits you for both an adrenalin rush and a soothing journey through one of Portugal’s most inspiring landscapes. You will also be delighted by Portuguese premium wines in a wine tasting or an authentic cooking class that will let you taste all the flavors of the region. Make a plan to join us in Lisbon, Portugal, for its vibrant atmosphere, delectable cuisine and beautiful sunny weather. This Portuguese capital is rich with culture and is a European gem waiting to be discovered.
2017 Leaders Conference Regent Seven Seas Explorer Cruise from Lisbon, Portugal, to Barcelona, Spain May 6-11, 2017 Leaders Conference qualifiers will board the most luxurious ship ever built for this unique Mediterranean cruise from Lisbon, Portugal, to Barcelona, Spain. The Seven Seas Explorer will set sail for the first time in the summer of 2016 and this brand new ship will surround you with decadence as you discover new sites and sounds along the vivid coast of Spain. The ports of call include: Cadiz, Malaga, Cartagena, and Valencia, Spain. Off the ship, each port will offer a different and exciting experience and aboard the ship, guests will have the opportunity to relax in spacious guestrooms, indulge in decadent treatments at the world renowned Canyon Ranch SpaClub and delight in extensive gourmet dining throughout the day and night. Don’t miss a single opportunity to discover your potential and qualify for this magnificent trip!
Portland Class Dates November 29th - 30th Enroller Class Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact RI Gower Talley GTalley@Coloniallife.com or 503.593.8356
The Territory Office will be closed this Thursday and Friday, November 24th & November 25th
Current Standings: Elite Benefit Counselor Club
Top 10 Enrollers
4th QTD (QTD Net EN Premium)
Isaacson, Stephanie
$107,722.71
Morgester, Christine
$104,185.54
Kezele, Ginny
$66,444.83
Griffeth, Tyson
$47,339.31
Cornman, Darl
$41,743.69
Leach, Susan
$39,767.17
Ford, Brook
$38,806.40
Buschman, Roxana
$34,627.34
Orton, Jared
$34,601.63
Kunkler, Karen
$34,373.71
Top 10 Enrollers
YTD (Week 46 Net EN Premium)
Isaacson, Stephanie
$516,568.74
Morgester, Christine
$480,694.57
Buschman, Roxana
$268,377.45
Kunkler, Karen
$253,936.12
Cornman, Darl
$214,875.03
Leach, Susan
$172,348.55
Thurston, Derek
$169,333.32
Gifford, Troy
$154,813.42
Ford, Brook
$138,409.08
Hansen, Brian
$137,315.62
Week 46 Numbers
WTD top 3 ADM’s
WTD top 3 DGA’s $167,681.15
Griffeth, Jeff
$17,264.55
Kezele, Will
$19,384.95
Ford, Brook
$8,824.43
Cornett, Kevin
$18,627.75
Hillier, Erik
$7,115.64
Thurston, Doug
Top 10 Openers
Week 46 Sales
Top 10 Benefit Counselors
WK 46 Net EN Sales Credits
Brink, Don
$81,849.39 Cornman, Darl
6979.64
Thurston, Doug
$18,832.56 Morgester, Christine
6783.24
Bryant, Margaret
$17,448.44 Kezele, Ginny
4926.59
Wagner, Patrick
$15,079.99 Isaacson, Stephanie
4425.87
Pines, Zara Anne
$10,041.24 Canals, Gabe
4100.64
McMuldren, Matthew
$7,115.64 Griffeth, Jeff
3809.39
Griffeth, Jeff
$5,738.87 Thurston, Derek
3599.37
Bartholomew, Rhonda
$5,614.91 Wollen, Gordon
3468.26
Robinson, Rita
$5,555.88 Buschman, Roxana
3267.92
Bringhurst, Steve
$3,944.64 Johnson, Michael
3067.59
Quarter to Date Numbers (Week 46)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
76.6%
Griffeth, Jeff
168.3%
Kezele, Will
65.3%
Ford, Brook
74.6%
Cornett, Kevin
55.2%
Hillier, Erik
42.7%
Top 15 Openers
QTD-2016 Sales
Top 15 Benefit Counselors
QTD Net Sales Credit
$128,187.87
Isaacson, Stephnie
37,702.95
Tandrow, Tara
$83,634.33
Morgester, Christine
36,464.94
Brink, Don
$73,398.95
Kezele, Ginny
23,255.69
Pines, Zara Anne
$64,823.79
Griffeth, Tyson
16,568.76
Thurston, Doug
$53,283.38
Cornman, Darl
14,610.29
Maxwell, Denise
$36,780.95
Leach, Susan
13,918.51
Ford, Brook
$32,532.63
Ford, Brook
13,582.24
McMuldren, Matthew
$32,105.04
Buschman, Roxana
12,119.57
Griffeth, Jeff
$23,009.50
Orton, Jared
12,110.57
Gifford, Troy
$11,692.22
Kunkler, Karen
Cornett, Eric
$10,908.60
Thurston, Derek
11,619.23
Bartholomew, Rhonda
12,030.8
Hansen, Brian
$8,969.44
McMuldren, Matthew
11,236.76
Snider, Jason
$8,457.30
Wolf, Bennett
10,993.59
Shipman, Jeff
$8,077.68
Wollen, Gordon
9,695.65
Carlson, Joyce
$6,982.68
Gifford, Troy
9,345.28
Year to Date Numbers (Week 46)
YTD Top 3 DGAs by % of Plan
YTD Top 3 ADMs by % of Plan
Kezele, Will
98.9%
Griffeth, Jeff
149.9%
Maxwell, Denise
92.7%
Ford, Brook
95.9%
Griffin, Larry
74.7%
Rathmanner, Casey
74.9%
Top 15 Openers
YTD - 2016 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
$1,049,716.43
Isaacson, Stephanie
180,799.30
Pines, Zara Anne
$439,084.89
Morgester, Christine
168,243.10
Thurston, Doug
$425,443.52
Buschman, Roxana
93,932.41
Bryant, Margaret
$409,432.92
Kunkler, Karen
88,877.66
Dickson, Brian
$222,124.27
Cornman, Darl
75,206.31
Tandrow, Tara
$172,205.28
Leach, Susan
60,321.95
Griffeth, Jeff
$161,713.15
Thurston, Doug
59,266.47
Bartholomew, Rhonda
$144,351.12
Gifford, Troy
54,185.22
Ford, Brook
$113,408.35
Ford, Brook
48,443.31
Mackowiak, Jenna
$108,759.84
Hansen, Brian
48,060.77
Maxwell, Denise
$102,690.46
Dickson, Brian
44,230.52
Gifford, Troy
$101,090.55
Griffeth, Jeff
39,874.23
Bringhurst, Steven
$100,446.54
Wolf, Bennett
36,253.73
Brink, Don
Cornett, Eric
$91,306.23
Mackowiak, Jenna
34,529.44
Burkett, James
$67,661.88
Canals, Gabe
33,022.51
Two by Four Underwriting Offer Extended for Existing Groups Going forward the small group (less than 100 lives) Two by Four Underwriting Offer may be promoted to accounts that are 2 years inactive-no exception needed. In the past this offer was reserved for new groups or groups that were 5 or more years inactive. Please continue to notify your UW Risk Manager when utilizing the Small Group Two by Four offer for coding purposes. Groups greater than 100 lives will still need to be reviewed by the assigned Risk Manager.
4th Qtr Case 2016 Goal: 83 2016 Actual: 31
37% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $1,100,000
31% 2016 Cases 2016 Goal: 183 2016 Actual: 182
99% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $5,600,000
77%
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 Regional Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0440
Benefits of good hard work