Sept. 10, 2019 Newsletter

Oregon Idaho Pioneers Sept 10, 2019 October 6, 2016

September 13 or 20, 2019 12:00 PM - 1:30 PM Eastern Location: Webinar - https://egc.unum.com/cla-life/; 1-888-238-7803 password: 6786287 Please join us to learn about the new Whole Life product, available for enrollments in Harmony September 23. In addition, Enrollment Solutions will share insights and tactics for maximizing your enrollment attendance and participation.

Dial-in information: US/CAN toll-free: 1 (888) 238-7803 Dial in Password: 6786287

Webinar link: https://egc.unum.com/cla-life/

October 8-10, 9 am—5 pm, Territory Office

Opener Class

“Don’t judge each day by the harvest you reap but by the seeds that you plant.” ~ Robert Louis Stevenson

New Cases Opened This Week: Jason Stubbs Abigail Weiland

President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations.

Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property.

Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise.

“Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!

Don’t forget! New Reps and Managers can win an invitation to attend home office for advanced training that only takes place two times per year. Qualifications are below: New Rep School Qualifications: • • • • •

Open to representatives in their first 52 weeks – ASRs and PSRs Managers (DGA, ADM, PSM and PSAM) not included.

Achieve 4 cases and $50,000 in opener net sales premium or 27,500 net sales credits.

BQI must be 75% or higher.

Manager (DGA and/or TM) approval.

ADM New Manager School Qualifications: Manager is within their first 52 weeks Plan achievement in 2 of their first 4 quarters (not pro-rated) • Minimum sales of $25,000 • BQI of 75% or higher (if BQI is applicable) • Minimum of 3 recruits • Minimum of $10,000 in A Rep sales • Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting • •

DGA New Manager School Qualifications: • • • • • •

Manager within 52 weeks of contract (at time of qualification) Must achieve plan in 1st or 2nd full quarter (minimum sales plan of $30,000) Minimum of $5,000 in A Rep sales Minimum of 2 contracts BQI of 75% or higher Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting

Week to Date Numbers (as of Week 36)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$48,984.87

Rathmanner, Casey

Alley, Mike

$29,150.43

Canals, Gabriel

$5,708.28

Maxwell, Denise

$10,475.82

Gray, Jeff

$5,214.72

Top 15 Openers

Week 36 Sales

Top 15 Benefit Counselors

$21,579.72

WK 36 Net Sales Credits

Brink, Don

$27,028.57 Fitzhugh, Malissa

4,764

Weiland, Abigail

$14,615.08 Kunkler, Karen

4,561

Gray, Jeff

$5,214.72 Rasmussen, Kelley

2,997

Wollen, Gordon

$3,950.28 Gray, Jeff

1,825

Rasmussen, Kelley

$3,688.71 Jones, Eric

1,774

Bryant, Margaret

$3,227.68 Peterson, Kimberly

1,705

Griffeth, Jeff

$2,837.16 Isaacson, Stephanie $2,792.16 Wollen, Gordon

1,667 1,307

Waldram, Matt

$2,602.24 Wolden, Julie $2,318.76 Buschman, Roxana

Jones, Eric

$2,276.16 Leach, Susan

1,162

Thurston, Derek

$2,266.44 Griffeth, Jeff $2,200.74 Ballweber, Theresa

1,087

Bringhurst, Angela Bazzani, Koreen

Peterson, Kimberly Dickson, Brian Taylor, Mary

$2,157.60 Waldram, Matt $2,017.78 Parsons, Kate

1,383 1,200

942 812 622

Quarter to Date Numbers (as of Week 36)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Maxwell, Denise

81.6%

Pratt, Jared

Bringhurst, Steve

72.7%

Shipman, Jeff

90.8%

Thurston, Doug

70.6%

Jones, Eric

71.3%

Top 15 Openers Brink, Don

QTD - 2019 Sales

Top 15 Benefit Counselors

$464,605.00 Isaacson, Stephanie

104.3%

QTD Total Net Sales Credit 31,098

Campbell, Branden

$96,647.52 Losada Monroy, Raquel

21,888

Rasmussen, Kelley

$77,633.46 Kunkler, Karen

20,473

Weiland, Abigail

$64,682.46 Fitzhugh, Malissa

19,596

Bryant, Margaret

$61,950.55 Wolden, Julie

18,938

Pines, Zara

$59,425.14 Ford, Brook

17,669

Ford, Brook

$58,776.24 Brink, Don

14,924

Shipman, Jeff

$51,792.05 Pratt, Jared $45,688.70 Gifford, Troy

13,504

10,986

Thurston, Derek

$36,980.40 Kartub, Doug $28,351.74 Leach, Susan

Stine, Jason

$23,740.09 Buschman, Roxana

8,591

Gifford, Troy

$21,911.68 Parsons, Kate

8,507

Bringhurst, Angela

$20,804.40 Weiland, Abigail

8,350

Griffeth, Jeff

$17,794.59 Baldwin, Cera

7,406

Pratt, Jared

Day, Terra

12,337 10,584

Year to Date Numbers (as of Week 36)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Cornett, Kevin

53.4% Canals, Gabriel

72.7%

Alley, Mike

51.3% Rathmanner, Casey

63.8%

Thurston, Doug

48.5% Pratt, Jared

50.1%

Top 15 Openers

YTD - 2019 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$801,615.79

Isaacson, Stephanie

Campbell, Branden

$443,667.45

Losada Monroy, Raquel

88,510

Bryant, Margaret

$257,354.54

Kunkler, Karen

60,154

Bringhurst, Angela

$166,716.69

Wolden, Julie

58,721

Pines, Zara

$141,776.17

Leach, Susan

54,816

Rasmussen, Kelley

$114,536.52

Weiland, Abigail

39,207

Rathmanner, Casey

$110,726.22

Brink, Don

38,574

Ray, Carrie

$107,497.88

Buschman, Roxana

38,538

Shipman, Jeff

$103,282.67

Pratt, Jared

37,953

Weiland, Abigail

$96,206.85

Gifford, Troy

35,449

Day, Terra

$94,566.06

Liddell, Billy

33,409

Gifford, Troy

$94,325.57

Rasmussen, Kelley

32,006

Pratt, Jared

$93,601.24

Morgester, Christine

31,869

Griffeth, Jeff

$90,891.66

Day, Terra

28,567

Kartub, Doug

$75,292.50

Campbell, Branden

26,609

154,710

Year to Date Numbers (as of Week 36)

Top 5 Coordinators

WK 36 Net Sales Credits

Ballweber, Theresa

4,527

Talburt, Marci

2,673

Gross, Lynsay

681

Gray, Jeff

521

Jones, Eric

507

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

89,417

Talburt, Marci

19,211

Gross, Lynsay

13,515

Bryant, Margaret

4,592

Gifford, Troy

4,300

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 266,393

Talburt, Marci

67,235

Gross, Lynsay

30,813

Bryant, Margaret

21,438

Gifford, Troy

19,074

3rd Qtr Cases 2019 Goal:

78 2019 Actual:

46

58.9%

2019 Cases 2019 Goal:

376 2019 Actual:

180

47.8%

3rd Qtr Premium 2019 Goal:

$2,379,998 2019 Actual:

$1,615,279

67.8% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$5,417,861

46.7%

THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550