Third Quarter Processing Deadlines / Contracting Deadlines
Third quarter processing and new contract submission deadlines are quickly approaching. Note the following dates to ensure business is submitted correctly for third quarter.
• Clean census enrollment files – received by 6 p.m. EST, Friday, September 23
• Clean electronic business received by 10 p.m. EST, Friday, September 30
• The last day to submit completed new producer and new manager contracts to count toward third quarter recruiting goals is Friday, Sept 23, 2022. Visit Propr for additional details and other requirements
• Clean manual business received by Wednesday, September 28, 6 p.m. EST
• New business – will continue to be processed until Friday, September 30 at 7 p.m. EST
Cases Opened This Week: Sean Fletcher M C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator The National Training Team is offering a virtual instructor-led training (VILT) class on October 5 from 9-10:30 PST Agent Assist: Managing Your Accounts Want to increase the persistency of your business? This class will teach you how to use both the web and phone version of Agent Assist to build strategic relationships with your accounts by managing them through each stage of the lifecycle after enrollment. Visit My Learning Connection to register.
New
2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece
May 6-8, 2023
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
WELCOMEGREECE, ABOARD
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.
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!
2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey
May 8-14, 2023
FieldDevelopmentisexcitedtohostfourfield-supportingschools in2022: • Advanced Rep School • ADM New Manager School • DGA New Manager School • Newly-revamped ADM/DGA Partnership Training 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. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks. For qualifications, visit Propr, or check out the https://player.vimeo.com/video: video/689042130 Date Home Office School April 5 Advanced Rep School April 19 ADM New Manager School May 17 DGA New Manager School July 12 Advanced Rep School July 19 ADM New Manager School July26 ADM/DGA Partnership Aug 16 DGA New Manager School
1,223
Thurston,
Morgester, Christine
$1,736.04
Week to Date Numbers (as of Week 37) WTD Top DGA’s
Ballweber, Theresa $7,104.99
Taylor, Todd
Buschman, Roxana
Ray, Carrie
5,305
2,899
1,473
Smith, Pamela
Kunkler, Karen
Isaacson, Stephanie
1,362
438 Names in blue denote agents within first 52 weeks.
828
Daniels, Joel Tricia
Wolden, Julie
2,448
Walton, Eliza $2,277.72
Kinney, David Wes Gordon
724 Wollen,
Taylor, Mary $5,056.15
Daniels, Joel $5,100.12
2,272
1,467 Miller,
$19,787.41
Day, Terra $1,921.20
Wolden, Julie $4,208.28
1,855
Doug $83,808.34 Naugle, Ty $17,343.00 Marquess, Rick $12,173.58 WTD TopADM’s Weiland, Abigail $17,343.00 Canals, Gabriel $12,320.46 Taylor, Mary $8,819.76 Top 15 Benefit Counselors WK 37 NetCreditsSales
757 Betz,
Cottle, Craig
Brink, Don $11,296.59
Losada Monroy, Raquel
Fletcher, Sean $12,997.08
Bryant, Margaret
Kunkler, Karen $1,571.89 $1,561.92
Robison, Mark
Camarata, Tim
Cordova, Justin $2,808.60
Top 15 Openers Week 37 Sales
1,946
5,292
Morgester, Christine $2,121.60
Talburt, Marci $2,350.97
53,109
50,861
Canals, Gabriel $30,173.35 Elliot $27,286.68
Isaacson, Stephanie Pamela
46,495 Smith,
Bilgen, Lisa $25,295.01 Gregory $24,738.48 Cagney $21,193.68
Ballweber, Theresa $37,622.25
18,939
12,964 Miller,
Kirk,
Moss,
Hadlock, Ken
25,945 Kunkler,
Erickson,
12,225 Quarter to Date Numbers (as of Week 37)
Taylor, Mary $27,209.35
Steele,
Ford, Brook $66,261.09 Andrew $52,174.02
Losada Monroy, Raquel
20,283
Hayes,
Cornett, Eric Jeff
Canals, Gabriel Tricia
Buschman, Roxana
17,492
23,168
Ford, Brook Amber
21,696 Maccabee,
18,031 Gifford,
Bryant, Margaret $138,514.04
14,669
Kinney, David Karen
QTD Top DGA’s by % of Plan Maxwell, Denise 138.6% Naugle, Ty 135.5% Jones, Eric 85.0% QTD TopADM’s by % of Plan Curry, John 204.2% Weiland, Abigail 150.2% Jones, Amanda 126.7% Top 15 Openers QTDSales2022
Top 15 Benefit Counselors QTD Total NetCreditSales
31,888
Cordova, Justin $35,408.16 Shawnee $32,684.88
Gifford, Troy $25,661.00
17,317 Mitchell,
Brink, Don $338,098.17
Campbell, Branden $242,876.04
Cottle, Craig Troy
Year to Date Numbers (as of Week 37) YTD Top DGA’s by % of Plan Naugle, Ty 112.2% Maxwell, Denise 89.1% Thurston, Doug 62.2% YTD TopADM’s by % of Plan Curry, John 139.0% Weiland, Abigail 116.1% Otis, Marci 62.9% Top 15 Openers YTDSales2022
Bringhurst, Angela $59,624.57
23,788
Betz, Wes
Ford, Brook $72,504.39
29,536
Brink, Don
28,529
Campbell, Branden $477,887.25
Hadlock, Ken 108,271
Buschman, Roxana 52,063
Gifford, Troy $77,663.88
Mitchell, Jeff
Ford, Brook
Gifford, Troy
Ballweber, Theresa $84,266.82
Bilgen, Lisa $111,561.03
Runtz, Krista $70,974.02
Top 15 Benefit Counselors YTD Total NetCreditSales
Mitchell, Jeff $58,324.68
Erickson, Cagney $67,461.42
Betz, Wes $81,316.30
Steele, Andrew $79,573.62
Kinney, David 134,870
Isaacson, Stephanie 133,949
$1,548,771.72
40,598
Cottle, Craig 43,955
Miller, Tricia 42,908
Runtz, Krista
Maccabee, Amber 74,126
Webb, Tiffany $77,359.36
Bryant, Margaret $377,920.18
23,028
Kunkler, Karen 95,900 Smith, Pamela 81,319
Losada Monroy, Raquel 132,206
Taylor, Mary $58,734.12
28,367
38,685
Ballweber, Theresa
Daniels, Joel Lynsay
Cornett, Eric
Ballweber, Theresa
Bryant, Margaret
4,049
1,568
291,861
Gifford, Troy
Year to Date Numbers (as of Week 37) Top Coordinators5 WK 37 CreditsSalesNet
Talburt, Marci
5,246
Coordinators5 QTD Total NetCreditSales
725
20,465
Talburt, Marci
82,145
Top
Top
65
255 Gross,
Coordinators5 YTD Total Net Sales Credit
Ballweber, Theresa
Bonner, Lynn
12,891
98,620
4,740
Bryant, Margaret
Talburt, Marci
Bryant, Margaret 14,020 Gifford, Troy
2022 Cases 2022 Goal: 350 2022 Actual: 124.535.5%cases 3rd Qtr Premium 2022 Goal: $2,352,996 2022 Actual: $1,809,468 76.9% 2022 Premium 2022 Goal 2022$9,950,000Actual:$5,728,091 57.5% 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
