Page 1

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

November 30 newsletter  
November 30 newsletter  
Advertisement