Oregon Idaho Pioneers Sept 18, 2018 October 6, 2016
Third quarter business/contracting deadlines: Make sure your third quarter business is submitted on time by saving these dates: • New contract submission – Received by Friday, September 21. • Clean manual business – Received by Tuesday, September 25. • Clean census enrollment files – Received by Wednesday, September 26, at 6 p.m. EST. • New business – Will continue to be processed until Friday, September 28, at 7 p.m. EST. • Clean electronic business – Received by Friday, September 28, at 10 p.m. EST.
Make sure you follow licensing guidelines -- You can't sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or non-resident state. Get more details on contracting and licensing.
Hello Oregon/Idaho Pioneers…
Please remember to use the Reporting App for all of your dials and DM’s. Every Monday. For assistance with using the app, please see Gower.
Report your activity by using the app HERE!
“Life starts all over again when it gets crisp in the fall.” - F. Scott Fitzgerald
This Week’s New Cases Opened by: Stan McPherson (1/2) Kelley Rasmussen Carrie Ray Stephen Schacher (1 1/2) Abigail Weiland John Wiemann Julie Wolden
Top 10 Most Visited Places in Australia (themysteriousworld.com): 10. Cradle Mountain, Tasmania 9. Daintree Rainforest, Queensland 8. Bondi Beach, Sydney 7. Kakadu National Park, Darwin 6. Fraser Island, Queensland 5. Great Ocean Road, Victoria 4. Uluru (Ayers Rock), Central Australia 3. Sydney Harbour Bridge 2. Sydney Opera House
1. Great Barrier Reef, Queensland
2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.
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 37)
WTD Top DGA’s Thurston, Doug
WTD Top ADM’s
$118,091.42
Rathmanner, Casey
$22,063.08
Alley, Mike
$40,029.82
McPherson, Stan
$17,966.74
Bringhurst, Steve
$16,784.28
Jones, Eric
$13,800.00
Top 15 Openers
Week 37 Sales
Top 15 Benefit Counselors
WK 37 Net Sales Credits
Thurston, Doug
$27,521.49 Wolden, Julie
5,327
Bryant, Margaret
$22,480.94 Isaacson, Stephanie
4,542
Wolden, Julie
$20,461.46 Morgester, Christine
3,951
Brink, Don
$18,199.63 Wollen, Gordon
3,910
Weiland, Abigail
$16,556.40 Taylor, Cearstin
3,615
McPherson, Stan
$13,596.34 Canals, Gabriel
2,840
$9,493.14 Buschman, Roxana $7,929.43 Thurston, Derek
2,806 2,764
Griffeth, Terri
$6,708.45 Griffeth, Jeff $5,675.41 Leach, Susan
Gifford, Troy
$5,575.17 Wiemann, John
2,471
Herrmann, Wendy
$5,345.52 Jones, Eric $4,370.40 Kunkler, Karen
2,359
$3,715.26 Schacher, Stephen $3,645.24 Rathmanner, Casey
2,034
Wiemann, John Taylor, Cearstin Pines, Zara
Schacher, Stephen Jones, Eric Ray, Carrie
2,781 2,490
2,099 1,379
Quarter to Date Numbers (as of Week 37)
QTD Top DGA’s by % of Plan Alley, Mike
QTD Top ADM’s by % of Plan
179.4%
Campbell, Branden
252.2%
Thurston, Doug
91.7%
Rathmanner, Casey
229.9%
Cornett, Eric
74.2%
Gray, Jeff
141.6%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$265,514.92 Isaacson, Stephanie
61,962
Pines, Zara
$149,569.16 Losada Monroy, Raquel
26,045
Campbell, Branden
$134,669.16 Griffeth, Jeff
25,480
Bryant, Margaret
$124,422.47 Wolden, Julie
24,879
Rasmussen, Kelley
$121,142.52 Kunkler, Karen
22,820
Thurston, Doug
$74,946.92 Wollen, Gordon
19,766
Burkett, James
$43,963.36 Pratt, Jared
19,294
Rathmanner, Casey
$37,033.44 Morgester, Christine
18,331
Ray, Carrie
$30,918.87 Gifford, Troy
17,870
Weiland, Abigail
$28,748.65 Blair, Bill
17,580
Wolden, Julie
$24,320.54 Fleener, Lois
17,578
Maxwell, Denise
$19,353.71 Kramer, Cassandra
16,459
Behbahany, Cameron
$18,883.56 Buschman, Roxana
15,848
Gray, Jeff
$18,813.60 Myers, Jan
11,824
Hillier, Shane
$18,400.32 Brink, Don
11,700
Year to Date Numbers (as of Week 37)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Bringhurst, Steve
120.8% Bringhurst, Angela
163.5%
Alley, Mike
101.6% Rathmanner, Casey
124.5%
57.7% Campbell, Branden
95.0%
Cornett, Kevin
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$633,238.89
Isaacson, Stephanie
Pines, Zara
$332,144.73
Kunkler, Karen
97,920
Bringhurst, Angela
$310,804.98
Buschman, Roxana
70,457
Bryant, Margaret
$240,547.63
Losada Monroy, Raquel
69,079
Campbell, Branden
$222,462.90
Morgester, Christine
66,182
Thurston, Doug
$217,973.07
Leach, Susan
63,251
Rasmussen, Kelley
$140,196.13
Wolden, Julie
58,861
Rathmanner, Casey
$138,472.67
Wollen, Gordon
56,181
Gifford, Troy
$119,401.85
Griffeth, Jeff
52,891
Jones, Eric
$102,672.08
Gifford, Troy
41,849
Dickson, Brian
$101,318.63
Myers, Jan
37,736
Griffeth, Jeff
$98,400.78
Brink, Don
37,336
Shipman, Jeff
$94,466.06
Kramer, Cassandra
34,231
Bilgen, Lisa
$83,541.24
Jones, Eric
34,094
Waldram, Matthew
$72,960.66
Blair, Bill
29,860
154,590
Year to Date Numbers (as of Week 37)
Top 5 Coordinators
WK 37 Net Sales Credits
Ballweber, Theresa
8,904
Talburt, Marci
3,200
Bryant, Margaret
1,623
Jones, Eric
1,380
Gifford, Troy
1,326
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
64,773
Talburt, Marci
25,799
Bryant, Margaret
14,041
Gifford, Troy
9,744
Gross, Lynsay
6,180
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 190,067
Talburt, Marci
73,273
Bringhurst, Angela
32,748
Gifford, Troy
32,111
Bryant, Margaret
28,829
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
52
110%
2018 Cases 2018 Goal:
249 2018 Actual:
195
78.3% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$1,638,740
93.4% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$5,217,862
59.3%
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 Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550