Throughout the month of September, life insurance is in the national spotlight. Take some time to review the materials and resources available to promote the value of Colonial Life’s life products in your accounts. With life insurance, I've got you. For more resources, such as articles, videos and positioning guides, visit Propr.
New Cases Opened This Week: Justin Cordova W Jeff Mitchell C Gordon Wollen M C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator
2023 Leaders Conference
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE
Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city Qualifierscenter.and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.
Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey
May 8-14, 2023
Four Seasons Astir Palace Hotel Athens, Greece
WELCOMEGREECE, ABOARD
2023 President's Club
Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime!
May 6-8, 2023
July 12 Advanced Rep School
Aug 16 DGA New Manager School
For qualifications, visit Propr, or check out the https://player.vimeo.com/video: video/689042130
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts.
April 19 ADM New Manager School
July 19 ADM New Manager School
July26 ADM/DGA Partnership
The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
April 5 Advanced Rep School
Date Home Office School
FieldDevelopmentisexcitedtohostfourfield-supportingschools in2022: • Advanced Rep School • ADM New Manager School • DGA New Manager School • Newly-revamped ADM/DGA Partnership
Training
Schools will begin in second quarter, specific qualifications for each school must be met in order to attend.
May 17 DGA New Manager School
Mitchell,
Theresa $1,192.80 Kirk, Elliot $1,161.36 Ford, Brook $929.40 Week to Date Numbers (as of Week 36) WTD Top DGA’s Thurston, Doug $111,579.18 Naugle, Ty $16,258.44 Jones, Eric $13,495.68 WTD TopADM’s Canals, Gabriel $57,687.84 Weiland, Abigail $15,738.12 Jones, Amanda $13,495.68 Top 15 Benefit Counselors WK 36 NetCreditsSales Losada Monroy, Raquel 6,786 Canals, Gabriel 5,705 Cordova, Justin 5,705 Mitchell, Jeff 4,317 Hadlock, Ken 4,051 Isaacson, Stephanie 2,391 Cottle, Craig 2,269 Kunkler, Karen 2,267 Buschman, Roxana 1,962 Morrison, Robert 1,818 Miller, Tricia 1,369 Kinney, David 1,011 Runyan, Jill 983 Talburt, Marci 670 Peterson, Kimberly 622
15 Openers Week 36 Sales
$18,530.46
Marci $4,482.24
Wollen,
Ballweber,
Gordon $1,449.60
Weiland,
Talburt,
Terra $1,369.14
in blue denote agents within first 52 weeks.
Justin $32,599.56 Bryant, Margaret $29,681.83 Campbell,
Jeff $12,334.32
Names
Don $11,679.78
Top
Brink,
Abigail $7,730.70
Cordova, Branden
Don $3,386.82 Betz, Wes $1,865.91 Daniels, Joel $1,464.96
Day,
Talburt,
45,667
Mitchell, Jeff Gabriel
Cottle, Craig
Canals, Gabriel $29,897.05
Gifford, Troy $25,784.48
Buschman, Roxana
Betz, Wes
to
Hayes, Shawnee $33,691.80
Top
Gifford, Troy
12,964
15 Benefit Counselors QTD Total NetCreditSales
51,254
Ford, Brook
Kunkler, Karen
Top
Cordova, Justin $32,599.56
Smith, Pamela
Hadlock, Ken
Steele, Andrew $52,174.02
Ford, Brook $66,484.83
Bryant, Margaret $118,726.63
Kirk, Elliot $27,059.28
Erickson, Cagney $22,289.52
20,535
17,579
Quarter Date Numbers (as
of Week 36)
Campbell, Branden $244,719.24
51,486
17,669
Losada Monroy, Raquel
25,188
QTD Top DGA’s by % of Plan Maxwell, Denise 136.5% Naugle, Ty 123.9% Jones, Eric 84.5% QTD TopADM’s by % of Plan Curry, John 204.2% Jones, Amanda 125.9% Weiland, Abigail 121.2%
Kinney, David
Moss, Gregory $24,738.48
Cornett, Eric
16,807
16,667
29,440
Ballweber, Theresa $30,517.26
Brink, Don $326,801.58
Taylor, Mary $22,153.20
17,863
14,973 Canals,
Isaacson, Stephanie
11,212
21,748
15 Openers QTDSales2022
Maccabee, Amber
Bilgen, Lisa $24,687.18
Mitchell, Jeff $59,191.32
Thurston, Doug 60.8%
Gifford, Troy 40,684
YTD
Weiland, Abigail
Naugle, Ty 108.9%
Curry, John
Hadlock, Ken 108,896
Top DGA’s by % of Plan
Bringhurst, Angela $62,870.81
Runtz, Krista 23,788
Erickson, Cagney $68,557.26
Ford, Brook $72,728.13
109.6%
Otis, Marci
Bryant, Margaret $358,132.77
62.9%
Steele, Andrew $79,573.62
139.0%
Isaacson, Stephanie 133,122 Losada Monroy, Raquel 130,351
Cottle, Craig 42,732
Webb, Tiffany $80,353.36
Brink, Don $1,537,475.13
Buschman, Roxana 49,791
Runtz, Krista $71,091.98
Top 15 Benefit Counselors
Gifford, Troy $77,787.36
YTD
YTD
Sales2022
Bilgen, Lisa $110,953.20
Top 15 Openers -
Campbell, Branden $479,730.45
TopADM’s by % of Plan
YTD Total Net Sales
Betz, Wes $82,308.70
Kinney, David 134,114
Ford, Brook 23,080
Betz, Wes 28,812
Year to Date Numbers (as of Week 36)
Maxwell, Denise 88.5%
Talburt, Marci $55,844.20
Kunkler, Karen 90,595 Smith, Pamela 78,871
Miller, Tricia 41,546
Maccabee, Amber 74,379
Ballweber, Theresa $77,161.83
Mitchell, Jeff 28,832
Talburt, Marci
Ballweber, Theresa 287,812
3,010
Bryant, Margaret
Gifford, Troy 5,270
Cornett, Eric 4,740 Top Coordinators5 YTD Total Net Sales Credit
Jeff 1,233 Gross, Lynsay 159 Top Coordinators5 QTD Total NetCreditSales
1,450
Bryant, Margaret 37,117
Gifford, Troy 12,916
Talburt, Marci 81,420
Mitchell,
Bonner, Lynn 20,402
Year to Date Numbers (as of Week 36) Top Coordinators5 WK 36 CreditsSalesNet
Theresa 7,674
Ballweber, Theresa
Bryant, Margaret 12,452
94,571
Talburt, Marci 27,642
Ballweber,
2022 Cases 2022 Goal: 350 2022 Actual: 124.535.5%cases 3rd Qtr Premium 2022 Goal: $2,352,996 2022 Actual: $1,681,713 65.1% 2022 Premium 2022 Goal 2022$9,950,000Actual:$5,600,336 56.2% 3rd Qtr Cases 2022 Goal: 89 2022 Actual: 34 38.2%
Eric TerritoryWeilandSales Manager 503.329.3168 (cell) 503.416.0552 503RegionalKimberlySjacobs2@ColonialLife.com503.416.0551TerritoryStefanieEWeiland@ColonialLife.com(office)JacobsExecutiveAssistant(office)DustinBrokerManager -798-3162 Kdustin@ColonialLife.com(cell) Colton 530RecruitingPhillipsConsultant -440-8514 503TerritoryTomCPhillips@ColonialLife.com(cell)ChambersSalesTrainer -706-2099 TChambers@ColonialLife.com(cell) 5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550 THE CORE TEAM
