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November 2 newsletter

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Oregon Idaho Pioneers November 2, 2016

October 6, 2016

Shout Out! STEPHANIE ISAACSON and CHRISTINE MORGESTER are the Q3 Winners of the Elite Team Contest - Way to Go!

Welcome to the Oregon Idaho Territory New Agents!

Jeff Haas Wally Larsen


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!


Current Standings: Elite Benefit Counselor Club

Top 10 Enrollers

4th QTD (QTD Net EN Premium)

Isaacson, Stephanie

$24,468

Sparks, Jonathan

$15,239

Wolf, Bennett

$13,839

Morgester, Christine

$9,636

Wollen, Gordon

$9,601

Kunkler, Karen

$8,265

Ford, Brook

$8,200

Buschman, Roxana

$5,910

Durre, Michael

$5,897

Mayes, Brandi

$5,030

Top 10 Enrollers

YTD (Week 43 EN Premium)

Isaacson, Stephanie

$458,726.19

Morgester, Christine

$401,506.86

Buschman, Roxana

$246,976.53

Kunkler, Karen

$239,257.54

Cornman, Darl

$182,261.61

Leach, Susan

$147,791.45

Thurston, Derek

$136,961.88

Gifford, Troy

$132,549.92

Ford, Brook

$131,740.20

Dickson, Brian

$125,234.20


Portland Class Dates November 15th - 17th Opener Class 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

Product Mastery Test Reminder When you’ve passed the product mastery tests, you’re ready and able to order sales brochures and sell. So, before you order product sales materials and before you enroll employees in the product:  You

must complete the product training and pass the product mastery test for each individual and group product you plan to sell.

 Sales

reps and sales managers should not order and send or give sales materials to sales reps that have not yet passed the product mastery tests.

Product training materials and mastery tests are available in the Training section on Propr. Scroll down to the lower portion of the page for all Product Training and Mastery tests.


Week 43 Numbers

WTD top 3 DGA’s

WTD top 3 ADM’s

Maxwell, Denise

$69,389.16

Ford, Brook

Thurston, Doug

$47,616.64

Durre, Michael

$3,999

Cornett, Eric

$10,415.40

Taylor, Mary

$2,909

Top 10 Openers

Week 43 Sales

Top 10 Benefit Counselors

$67,997

WK 43 Net EN Sales Credits

Tandrow, Tara

$47,820.51 Isaacson, Stephanie

8,564

Brink, Don

$20,067.46 Sparks, Jonathan

5,334

Ford, Brook

$15,538.29 Wolf, Bennett

4,844

Thurston, Doug

$10,879.00 Morgester, Christine

3,372

Bryant, Margaret

$7,036.32 Wollen, Gordon

3,360

Cornett, Eric

$5,712.12 Kunkler, Karen

2,893

Durre, Michael

$4,860.36 Ford, Brook

2,870

Carlson, Joyce

$3,960.96 Buschman, Roxana

2,069

Ballweber, Theresa

$2,903.33 Durre, Michael

2,064

Bringhurst, Angie

$2,888.64 Mayes, Brandi

1,761


Quarter to Date Numbers (Week 43)

QTD Top 3 DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Maxwell, Denise

53.0%

Ford, Brook

60.1%

Cornett, Kevin

21.0%

Hillier, Erik

34.7%

Canals, Gabe

17.0%

Cornett, Eric

Top 15 Openers

8.9%

QTD-2016 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Tandrow, Tara

$76,021 Isaacson, Stephanie

17459

Ford, Brook

$28,900 Ford, Brook

11248

McMuldren, Matthew

$24,989 Wolf, Bennett

10008

Maxwell, Denise

$13,136 Morgester, Christine

8749

Brink, Don

$10,441 McMuldren, Matthew

8746

Bartholomew, Rhonda

$10,100 Mayes, Brandi

7649

Thurston, Doug

$7,008 Kunkler, Karen

6893

Cornett, Eric

$5,712 Sparks, Jonathan

5333

Grimes, Stan

$5,150 Leach, Susan

5323

Taylor, Cearstin

$5,119 Buschman, Roxana

4629

Durre, Michael

$4,026 Cornman, Darl

3195

Carlson, Joyce

$3,961 Griffeth, Tyson

2660

Loveless, Codey

$2,574 Morris, Paul

2245

Griffeth, Jeff

$2,067 Canals, Gabe

2076

Canals, Gabe

$1,722 Durre, Michael

2064


Year to Date Numbers (Week 43)

YTD Top 3 DGAs by % of Plan

YTD Top 3 ADMs by % of Plan

Maxwell, Denise

83.7%

Griffeth, Jeff

107.0%

Kezele, William

72.6%

Ford, Brook

89.2%

Griffin, Larry

68.5%

Hillier, Erik

67.2%

Top 15 Openers

YTD - 2016 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$905,225.67

Isaacson, Stephanie

160,554

Bryant, Margaret

$379,047.64

Morgester, Christine

140,527

Pines, Zara Anne

$351,297.78

Buschman, Roxana

86,442

Thurston, Doug

$349,507.41

Kunkler, Karen

83,740

Dickson, Brian

$219,579.28

Cornman, Darl

63,792

Tandrow, Tara

$161,650.05

Leach, Susan

51,727

Griffeth, Jeff

$140,103.17

Thurston, Derek

47,936

Mackowiak, Jana

$108,759.84

Gifford, Troy

46,393

Ford, Brook

$103,153.30

Ford, Brook

46,109

Bringhurst, Steve

$94,709.46

Dickson, Brian

43,832

Gifford, Troy

$89,545.84

Hansen, Brian

39,404

Cornett, Eric

$85,362.40

Wolf, Bennett

35,268

Maxwell, Denise

$72,374.84

Mackowiak, Jenna

34,529

Burkett, James

$66,934.32

Griffeth, Jeff

33,746

Rathmanner, Casey

$62,536.80

Bringhurst, Angela

30,604


4th Qtr Case 2016 Goal: 83 2016 Actual: 12

15% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $352,800

10% 2016 Cases 2016 Goal: 183 2016 Actual: 163

89% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $4,800,000

66%


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


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