Oregon Idaho Pioneers October 6, 2016
November 30, 2016
JOYCE CARLSON has reached the milestone of 10k90!!!
Oregon Idaho Territory New Agent
Spencer Lund
Managers‌‌ please mark your calendars: Oregon Idaho Territory Managers Meeting January 19, 2017
(Validated Case Count) Baldwin General Contracting - Zara Anne Pines Boneyard Beer - Jason Snider Eye Associates - Eric Jones H & H Treatment Program - Joyce Carlson Jefferson County - Matthew Waldram Valley Auto Liquidators - Katie Campbell
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 Current Standings: Elite Benefit Counselor Club Club
Top 10 Enrollers
4th QTD (QTD Net EN Premium)
Isaacson, Stephanie
$122,118.66
Morgester, Christine
$106,051.20
Kezele, Ginny
$66,811.06
McMuldren, Matthew
$50,876.63
Griffeth, Tyson
$47,339.31
Leach, Susan
$46,570.40
Cornman, Darl
$45,267.09
Ford, Brook
$38,941.40
Kunkler, Karen
$37,044.23
Buschman, Roxana
$36,336.57
Top 10 Enrollers
YTD (Week 47 Net EN Premium)
Isaacson, Stephanie
$530,965.37
Morgester, Christine
$482,560.23
Buschman, Roxana
$270,087.54
Kunkler, Karen
$256,606.69
Cornman, Darl
$218,398.57
Leach, Susan
$179,151.66
Thurston, Doug
$169,023.71
Gifford, Troy
$154,746.69
Ford, Brook
$138,544.46
Hansen, Brian
$136,929.91
Week 47 Numbers
WTD top 3 DGA’s
WTD top 3 ADM’s
Thurston, Doug
$93,942.24 Hillier, Erik
Maxwell, Denise
$28,097.40 Campbell, Branden
$7,518.24
Cornett, Kevin
$24,276.12 Ford, Brook
$7,375.46
Top 10 Openers
Week 47 Sales
Top 10 Benefit Counselors
$18,771.60
WK 47 Net EN Sales Credits
McMuldren, Matthew
$18,771.60
McMuldren, Matthew
6570.06
Waldram, Matthew
$18,318.24
Waldram, Matthew
6411.38
Wagner, Patrick
$15,854.76
Isaacson, Stephanie
5038.58
Pines, Zara Anne
$15,747.05
Noriega-Arana, Brandon
2832.71
Brink, Don
$13,797.09
Campbell, Branden
2631.39
Bryant, Margaret
$8,478.87
Wollen, Gordon
2557.63
Campbell, Katie
$7,518.24
Leach, Susan
2381.13
Kezele, Will
$6,835.83
Johnson, Michael
2233.43
Thurston, Doug
$6,059.37
Mayes, Brandi
1823.30
Carlson, Joyce
$5,209.44
Grimes, Stan
1628.09
Quarter to Date Numbers (Week 47)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
87.9%
Griffeth, Jeff
171.0%
Cornett, Kevin
69.5%
Ford, Brook
78.5%
Kezele, Will
68.8%
Hillier, Erik
63.8%
Top 15 Openers
QTD-2016 Sales
Top 15 Benefit Counselors
QTD Net Sales Credit
Brink, Don
$222,744.85
Isaacson, Stephanie
$42,741.53
Bartholomew, Rhonda
$130,283.63
Morgester, Christine
$37,117.92
Pines, Zara Anne
$127,614.13
Kezele, Virginia
$23,383.87
Thurston, Doug
$115,887.52
McMuldren, Matthew
$17,806.82
Tandrow, Tara
$88,277.46
Griffeth, Tyson
$16,568.76
Bryant, Margaret
$71,501.75
Leach, Susan
$16,299.64
McMuldren, Matthew
$50,876.64
Cornman, Darl
$15,843.48
Maxwell, Denise
$47,487.37
Ford, Brook
$13,629.49
Ford, Brook
$40,493.58
Kunkler, Karen
$12,965.48
Wagner, Patrick
$35,276.25
Buschman, Roxana
$12,717.80
Robison, Mark
$30,676.12
Wollen, Gordon
$12,253.28
Griffeth, Jeff
$27,740.29
Orton, Jared
$12,110.57
Waldram, Matthew
$22,581.12
Thurston, Derek
$11,511.06
Cornett, Kevin
$21,394.20
Mayes, Brandi
$11,038.57
Robinson, Rita
$20,404.80
Wolf, Bennett
$10,993.59
Year to Date Numbers (Week 47)
YTD Top 3 DGAs by % of Plan
YTD Top 3 ADMs by % of Plan
100.4%
Griffeth, Jeff
150.6%
Maxwell, Denise
97.0%
Ford, Brook
97.8%
Thurston, Doug
76.7%
Hillier, Erik
77.7%
Kezele, Will
Top 15 Openers Brink, Don
YTD - 2016 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
$1,063,513.52
Isaacson, Stephanie
185,837.88
Pines, Zara Anne
$454,831.94
Morgester, Christine
168,896.08
Thurston, Doug
$431,502.89
Buschman, Roxana
94,530.64
Bryant, Margaret
$417,911.79
Kunkler, Karen
89,812.34
Dickson, Brian
$224,962.37
Cornman, Darl
76,439.50
Tandrow, Tara
$172,205.28
Leach, Susan
62,703.08
Griffeth, Jeff
$163,831.75
Thurston, Derek
59,158.30
Bartholomew, Rhonda
$143,917.29
Gifford, Troy
54,161.34
Ford, Brook
$113,532.85
Ford, Brook
48,490.56
Mackowiak, Jenna
$108,759.84
Hansen, Brian
47,925.47
Maxwell, Denise
$103,933.76
Dickson, Brian
44,230.52
Bringhurst, Steve
$101,953.26
Griffeth, Jeff
40,766.14
Gifford, Troy
$100,815.03
Wolf, Bennett
36,253.73
Cornett, Eric
$92,218.49
Mackowiak, Jenna
34,529.44
Wagner, Patrick
$79,891.72
Canals, Gabe
33,471.87
December 2016 Sun
Mon
Tue
Wed
Thu 1
Fri 2
Sat 3
Call Clinic 8 - 12 NOON
4
5
6
7
8
9
10
Territory Wide Race Event AMP Event 1 pm
Call Clinic 8 - 12 NOON
Call Clinic 1 - 5 pm
11
12
13
14
15
AMP Event 1 pm
16
17
Call Clinic 8 - 12 NOON
Call Clinic 1 - 5 pm
18
19
20
21
22
AMP Event 1 pm
26
24 Christmas Eve
TERRITORY OFFICE CLOSED
Call Clinic 1 - 5 pm
25
23
27
28
29
30
31 New Year’s Eve
Christmas Day
TERRITORY OFFICE CLOSED
Call Clinic 8 - 12 NOON
January 2017 Sun 1
Mon 2
Tue
Wed
3
4
New Year’s Day
Thu 5
6
Sat 7
Leadership Development Conference - Austin, TX TERRITORY OFFICE CLOSED
8
Fri
9
Call Clinic 8 - 12 NOON
10
11
12
13
14
Territory Wide Race Event AMP Event 1 pm
Call Clinic 8 - 12 NOON
Call Clinic 1 - 5 pm
15
16
17
18
Territory Managers Meeting
AMP Event 1 pm Territory Kickoff 1 - 6 pm
Call Clinic 1 - 5 pm
22
23
19
24
25
Call Clinic 1 - 5 pm
29
30 AMP Event 1 pm Call Clinic 1 - 5 pm
31 New Agent Advanced Training
21
Call Clinic 8 - 12 NOON
8 am - 5 pm
26
Direct Marketing Training AMP Event 1 pm
20
27 Call Clinic 8 - 12 NOON
28
4th Qtr Case 2016 Goal: 83 2016 Actual: 37
45% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $1,300,000
37% 2016 Cases 2016 Goal: 183 2016 Actual: 188
103% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $5,700,000
79%
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