Sept. 5, 2019 Newsletter

Oregon Idaho Pioneers Sept 5, 2019 October 6, 2016

September 06, 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

Important Days To Remember in September: Sept. 5—National Cheese Pizza Day Sept. 6—National Read A Book Day Sept. 8—National Grandparent’s Day Sept. 12—National Chocolate Milkshake Day Sept. 15—Wife Appreciation Day Sept. 16—National Working Parents Day Sept. 19—Talk Like A Pirate Day Sept. 22—American Business Women’s Day & National Ice Cream Cone Day Sept. 24—National Punctuation Day & National Voter Registration Day Sept. 25—National Lobster Day & National Comic Book Day Sept. 26—National Situational Awareness Day Sept. 27—National Chocolate Milk Day & National Scarf Day Sept. 28—National Good Neighbor Day Sept. 29—National Coffee Day

New Cases Opened This Week: Gerald Bird Don Brink Branden Campbell Terra Day Brook Ford Jason Snider

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 35)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$81,594.62

Rathmanner, Casey

$22,966.26

Alley, Mike

$33,932.47

Canals, Gabriel

$21,418.38

Cornett, Eric

$15,197.76

Jones, Eric

$10,837.56

Top 15 Openers

Week 35 Sales

Top 15 Benefit Counselors

Brink, Don

$20,512.65 Losada Monroy, Raquel

Bryant, Margaret

$13,360.51 Fitzhugh, Malissa

WK 35 Net Sales Credits 13,809 5,550

Pines, Zara

$7,916.34 Isaacson, Stephanie

4,150

Campbell, Branden

$7,696.32 Parsons, Kate

4,018

Gray, Jeff

$7,269.12 Granja Flores, Hugo

3,403

Weiland, Abigail

$7,072.12 Leach, Susan

3,377

Rasmussen, Kelley

$6,979.27 Kunkler, Karen $6,921.00 Buschman, Roxana

2,805 2,544

Bazzani, Koreen

$5,378.76 Gray, Jeff $4,805.49 Gifford, Troy

Rathmanner, Casey

$4,555.76 Peterson, Kimberly

2,239

Wiemann, John

$3,810.96 Pratt, Jared $3,620.76 Bird, Gerald

2,057

$3,423.35 Canals, Gabriel $3,202.99 Brink, Don

1,863

Day, Terra Bird, Gerald

Durre, Mike Griffeth, Jeff Gifford, Troy

2,772 2,340

1,883 1,744

Quarter to Date Numbers (as of Week 35)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Maxwell, Denise

76.3%

Pratt, Jared

Thurston, Doug

66.6%

Shipman, Jeff

89.0%

Bringhurst, Steve

66.4%

Jones, Eric

66.3%

Top 15 Openers Brink, Don

QTD - 2019 Sales

Top 15 Benefit Counselors

$436,665.36 Isaacson, Stephanie

104.3%

QTD Total Net Sales Credit 29,431

Campbell, Branden

$99,144.24 Losada Monroy, Raquel

22,071

Rasmussen, Kelley

$73,944.75 Wolden, Julie

17,631

Bryant, Margaret

$58,722.87 Ford, Brook

17,503

Pines, Zara

$58,067.10 Kunkler, Karen

15,912

Ford, Brook

$57,619.80 Fitzhugh, Malissa

14,832

Shipman, Jeff

$50,984.21 Brink, Don

14,780

Weiland, Abigail

$50,067.38 Pratt, Jared $46,459.58 Gifford, Troy

13,645

10,510

Thurston, Derek

$36,268.80 Kartub, Doug $26,085.30 Leach, Susan

Stine, Jason

$21,969.69 Weiland, Abigail

8,309

Gifford, Troy

$21,331.12 Parsons, Kate

7,885

Bringhurst, Angela

$18,012.24 Baldwin, Cera

7,676

Rathmanner, Casey

$15,327.07 Buschman, Roxana

7,390

Pratt, Jared

Day, Terra

12,292 9,422

Year to Date Numbers (as of Week 35)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Cornett, Kevin

52.6% Canals, Gabriel

72.2%

Alley, Mike

49.8% Rathmanner, Casey

60.7%

Thurston, Doug

47.7% Pratt, Jared

50.1%

Top 15 Openers

YTD - 2019 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$774,587.22

Isaacson, Stephanie

Campbell, Branden

$446,164.17

Losada Monroy, Raquel

88,693

Bryant, Margaret

$254,126.86

Wolden, Julie

57,415

Bringhurst, Angela

$163,924.53

Kunkler, Karen

55,593

Pines, Zara

$140,418.13

Leach, Susan

53,654

Rasmussen, Kelley

$110,847.81

Weiland, Abigail

39,166

Rathmanner, Casey

$109,910.58

Brink, Don

38,429

Ray, Carrie

$107,497.88

Pratt, Jared

38,094

Shipman, Jeff

$102,474.83

Buschman, Roxana

37,338

153,043

Pratt, Jared

$94,372.12

Gifford, Troy

35,404

Day, Terra

$93,854.46

Liddell, Billy

33,409

Gifford, Troy

$93,745.01

Morgester, Christine

31,465

Griffeth, Jeff

$88,054.50

Rasmussen, Kelley

29,009

Weiland, Abigail

$81,591.77

Day, Terra

28,567

Kartub, Doug

$73,950.06

Campbell, Branden

26,448

Year to Date Numbers (as of Week 35)

Top 5 Coordinators

WK 35 Net Sales Credits

Ballweber, Theresa

7,385

Talburt, Marci

2,958

Gross, Lynsay

1,156

Bryant, Margaret

993

Gifford, Troy

797

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

84,890

Talburt, Marci

16,538

Gross, Lynsay

12,835

Bryant, Margaret

4,184

Gifford, Troy

3,958

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 261,866

Talburt, Marci

64,563

Gross, Lynsay

30,132

Bryant, Margaret

21,030

Gifford, Troy

18,732

3rd Qtr Cases 2019 Goal:

78 2019 Actual:

44

56.4%

2019 Cases 2019 Goal:

376 2019 Actual:

178

47.3%

3rd Qtr Premium 2019 Goal:

$2,379,998 2019 Actual:

$1,505,121

63.2% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$5,307,703

45.7%

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