October 26 newsletter

Oregon Idaho Pioneers October 26, 2016

October 6, 2016

Kevin Cornett Larry Griffin Will Kezele Denise Maxwell Doug Thurston These sales managers have qualified to attend the 2017 Leadership Development Conference in Austin, TX on January 4th - 6th!

Welcome to the Oregon Idaho Territory New Agents!

Jeffrey Dean Jeff Shipman Jonathan Sparks

Important Dates: • October

21: RACE wrap-up • November 9: Final Territory Numbers and prize winner due to HO • Territory Prizes:

Each territory gets $100 to award to their RACE Winner.

ONE winner per territory, please Reporting and winner information is due by Wednesday, November 9!

• National Prizes:

Top 3 agents in new direct sales with under 50 lives the 3 weeks post event will win: 1st Place: $2,500 2nd Place: $1,000 3rd Place: $500 Don’t forget to track through the Reporting Tool!

Earn a Trip to Home Qualifications for the New Agents: 

4 cases



$50,000 in AP All in the first 52 weeks

Qualifications for the New Manager: 

BQI of 75% or higher (if they have a BQI minimum plan of $25K/$30K for ADM/DGA



Manager is within their first 52 weeks



Hit plan at least once in their 1st or 2nd Qtr



Have been through DDP Training

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 Gross EN Premium)

Isaacson, Stephnie

$25,411.71

McMuldren, Matthew

$24,989.40

Ford, Brook

$23,937.49

Mayes, Brandi

$16,818.46

Morgester, Christine

$15,362.00

Wolf, Bennet Jay

$14,755.69

Kunkler, Karen

$11,430.37

Leach, Susan

$10,920.91

Griffeth, Tyson

$7,600.14

Buschman, Roxana

$7,315.71

Top 10 Enrollers

YTD (Week 42 EN Premium)

Isaacson, Stephnie

$434,258.42

Morgester, Christine

$391,871.02

Buschman, Roxana

$241,066.68

Kunkler, Karen

$230,992.82

Cornman, Darl

$177,634.60

Leach, Susan

$143,502.17

Thurston, Derek

$136,044.97

Gifford, Troy

$132,751.65

Dickson, Brian

$125,233.65

Ford, Brook

$123,540.54

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

October 25th - 26th Enroller Class (Enrollers working through a Create a Script exercise for medical bridge )

(no jeans, flip flops, tennis shoes, etc.)

Questions?

Contact RI Gower Talley GTalley@Coloniallife.com or 503.593.8356

Allow me to introduce myself….my name is Kim Fry and I’m your new Territory Executive Assistant. I have worked in the non-profit sector my entire career, so its very exciting for me to be here doing something completely outside of my comfort zone!

I was born and raised in Florida but moved to Portland almost 5 years ago with my daughter Tara to “do something different”. I am a hockey and football fan, love the sun and the beach (a sacrifice I clearly made when I moved) and enjoy pretty much any type of music there is, although my preference is some good ole’ fashioned rock and roll or blues. My purpose in life is to make others feel comfortable and cared for, so I hope to accomplish that here by doing whatever I can to help you succeed.

Thank you in advance for being patient with me as I learn, and I look forward to meeting all of you. Thanks for having me!

Week 42 Numbers

WTD top 3 ADM’s

WTD top 3 DGA’s Thurston, Doug

$55,225

Hillier, Eric

Cornett, Kevin

$27,151

Canals, Gabe

$9,603

Griffeth, Jeff

$5,158

Kezele, Will

Top 10 Openers

$5,158

Week 42 Sales

Top 10 Benefit Counselors

$24,989

WK 42 Net EN Sales Credits

McMuldren, Matthew

$24,989 McMuldren, Matthew

8,746

Pines, Zara Anne

$13,675 Isaacson, Stephanie

5,560

Brink, Don

$11,548 Morgester, Christine

5,535

Bryant, Margaret

$8,562 Leach, Susan

2,294

Thurston, Douglas

$7,564 Bryant, Margaret

1,930

Taylor, Cearston

$5,027 Buschman, Roxana

1,814

Grimes, Stan

$4,575 Grimes, Stan

1,601

Griffeth, Jeff

$3,610 Griffeth, Tyson

1,502

Snider, Jason

$1,814 Canals, Gabe

1,408

Gifford, Troy

$1,548 Cornman, Darl

1,179

Quarter to Date Numbers (Week 42)

QTD Top 3 DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Maxwell, Denise

25.1%

Hillier, Eric

34.7%

Cornett, Kevin

19.5%

Ford, Brook

23.6%

5.2%

Griffeth, Jeff

14.7%

Alley, Mike

Top 15 Openers

QTD-2016 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

McMuldren, Matthew

$24,989 McMuldren, Matthew

8,746

Pines, Zara Anne

$13,675 Isaacson, Stephanie

5,560

Brink, Don Jeffrey

$11,548 Morgester, Christine

5,535

Bryant, Margaret

$8,562 Leach, Susan

2,294

Thurston, Douglas

$7,564 Bryant, Margaret

1,930

Taylor, Cearstin

$5,027 Buschman, Roxana

1,814

Grimes, Stanley

$4,575 Grimes, Stanley

1,601

Griffeth, Jeff

$3,610 Griffeth, Tyson

1,502

Snider, Jason

$1,814 Canals, Gabe

1,408

Gifford, Troy

$1,548 Cornman, Darl

1,179

Bringhurst, Steven

$1,412 Morris, Paul

1,048

Wolden, Julie

$1,159 Kunkler, Karen

891

Griffin, Jeff

$1,106 Kezele, Virginia

790

Rathmanner, Casey

$1,062 Snider, Jason

635

Buschman, Roxana

$865 Griffin, Jeff

561

Year to Date Numbers (Week 42)

YTD Top 3 DGAs by % of Plan

YTD Top 3 ADMs by % of Plan

Maxwell, Denise

73.1%

Griffeth, Jeff

107%

Kezele, Will

72.6%

Ford, Brook

72.1%

Griffin, Larry

67.8%

Hillier, Eric

67.2%

Top 15 Openers

YTD - 2016 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$958,114

Isaacson, Stephnie

162,813

Bryant, Margaret

$416,591

Morgester, Christine

144,420

Thurston, Doug

$408,651

Buschman, Roxana

88,959

Pines, Zara Anne

$370,798

Kunkler, Karen

87,326

Dickson, Brian

$226,819

Cornman, Darl

68,876

Griffeth, Jeff

$154,715

Leach, Susan

55,105

Mackowiak, Jenna

$131,681

Gifford, Troy

51,262

Tandrow, Tara

$121,163

Thurston, Derek

49,959

Gifford, Troy

$95,894

Dickson, Brian

45,642

Bringhurst, Steven

$95,416

Ford, Brook

44,750

Ford, Brook

$94,092

Mackowiak, Jenna

42,552

Rathmanner, Casey

$86,088

Hansen, Brian

40,890

Cornett, Eric

$82,648

Griffeth, Jeff

30,069

Maxwell, Denise

$78,487

Wolf, Bennett

32,875

Burkett, James

$67,807

Bringhurst, Angela

20,489

OCTOBER, 2016

NOVEMBER, 2016

4th Qtr Case 2016 Goal: 83 2016 Actual: 5

6% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $212,937

16% 2016 Cases 2016 Goal: 183 2016 Actual: 156

85% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $4,657,168

64%

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