September 27, 2022 Newsletter

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

• New business – will continue to be processed until Friday, September 30 at 7 p.m. EST

• Clean manual business received by Wednesday, September 28, 6 p.m. EST

• 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

IMPORTANT INFORMATION:

GlobalMeet activities to cease operations September 30

After recently being purchased by another vendor, GlobalMeet Collaboration activities will cease operations September 30. Based on this, Colonial Life is adding new functions for co browsing and screen sharing within the AWS Engage Now (Call Center platform). Screen sharing is available, but passing mouse and keyboard control will be added later in fourth quarter.

All interactions scheduled to use GlobalMeet should be transitioned to the AWS Engage Now platform. This secure service will continue to remain no cost to use. The new experience will provide seamless call center and co-browsing capabilities in the future. As an immediate next step, complete the training on My Learning Connection to receive access to AWS Connect.

For additional information or questions, call Colonial Life VB Tech Support at 800 438 6423, Option 2, Option 5.

New

Brandon Campbell E Shawn Hayes Jeff Mitchell Andrew Wallace C

2023

PRESIDENT'S CLUB AND LEADERS CONFERENCE

GREECE, WELCOME ABOARD

2023 President's Club

Four Seasons Astir Palace Hotel Athens, Greece

May 6-8, 2023

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 center.

Qualifiers 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.

2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023

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!

FieldDevelopmentisexcitedtohostfourfield

Advanced Rep School

ADM New Manager School

DGA New Manager School

• Newly-revamped ADM/DGA Partnership

Training

supportingschools

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

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 video: https://player.vimeo.com/ video/689042130

Week

Names in blue denote agents within first 52 weeks.

WTD

’

Thurston, Doug $76,158.59

Runtz, Joe $27,026.10

Maxwell, Denise $16,500.18

(as

Week 38)

Top

Openers Week 38 Sales

Canals, Gabriel $40,976.94

Wallace, Andrew $16,688.40

Curry, John $5,499.96

Campbell, Branden $31,983.96

Brink, Don $14,704.86 Wallace, Andrew $13,059.33

Bryant, Margaret $7,530.97

Hayes, Shawn $4,963.80

Erickson, Cagney $4,962.39

Bilgen, Lisa $4,345.26

Betz, Wes $3,723.12

Mitchell, Jeff $3,027.48

Ahring, Becky $2,412.00

Fogelquist, Jeff $2,291.52

Taylor, Todd $2,018.66

Taylor, Mary $1,977.76

Ballweber, Theresa $1,534.41

Shipman, Jeff $1,363.80

Losada Monroy, Raquel 5,579

Kinney, David 4,055 Runtz, Krista 3,668

Maccabee, Amber 3,191

Isaacson, Stephanie 2,843

Camarata, Tim 2,826

Gifford, Troy 2,473

Kunkler, Karen 1,893

Cornett, Eric 1,737

Mitchell, Jeff 1,435

Buschman, Roxana 1,426

Miller, Tricia 1,180

Taylor, Todd 1,077

Ahring, Becky 975

Hadlock, Melissa 841

Quarter to Date Numbers

Maxwell, Denise 152.2% Naugle, Ty 141.3% Marquess, Rick 93.9%

Curry, John 215.1% Weiland, Abigail 155.5% Jones, Amanda 134.4%

Top 15 Openers QTD

Sales

Brink, Don $352,803.03

Campbell, Branden $274,860.00

Bryant, Margaret $146,045.01

Ford, Brook $58,171.26 Steele, Andrew $52,174.02

Ballweber, Theresa $39,156.66

Hayes, Shawnee $37,648.68 Cordova, Justin $34,852.68

Canals, Gabriel $30,408.10

Bilgen, Lisa $29,640.27

Taylor, Mary $29,187.11 Kirk, Elliot $27,286.68

Gifford, Troy $26,503.72 Erickson, Cagney $26,156.07 Moss, Gregory $24,738.48

Losada Monroy, Raquel 58,688

Hadlock, Ken 49,530

Isaacson, Stephanie 49,338

Smith, Pamela 31,906 Kinney, David 29,999 Kunkler, Karen 25,061 Maccabee, Amber 23,474

Buschman, Roxana 20,365

Gifford, Troy 19,965

Cornett, Eric 19,054

Ford, Brook 18,865 Cottle, Craig 18,101 Mitchell, Jeff 16,105

Miller, Tricia 13,405

Canals, Gabriel 12,867

Naugle, Ty 113.9%

Maxwell, Denise 92.6%

Thurston, Doug 63.5%

Curry, John

Weiland, Abigail

Canals, Gabriel

Top 15

2022 Sales

Brink, Don $1,563,476.58

Campbell, Branden $509,871.21

Bryant, Margaret $385,451.15

Bilgen, Lisa $115,906.29

Ballweber, Theresa $85,801.23

Betz, Wes $85,039.42

Steele, Andrew $79,573.62

Gifford, Troy $78,506.60 Webb, Tiffany $75,115.60

Erickson, Cagney $72,423.81

Runtz, Krista $70,974.02

Ford, Brook $64,414.56

Mitchell, Jeff $61,352.16

Taylor, Mary $60,711.88

Bringhurst, Angela $60,670.85

Kinney, David 138,925

Losada Monroy, Raquel 137,784

Isaacson, Stephanie 136,793

Hadlock, Ken 106,939

Kunkler, Karen 97,794

Smith, Pamela 81,337

Maccabee, Amber 77,317

Buschman, Roxana 53,489

Miller, Tricia 44,088

Cottle, Craig 44,026

Gifford, Troy 43,071

Mitchell, Jeff 29,965

Betz, Wes 29,734

Runtz, Krista 27,456

Cornett, Eric 23,859

Year to Date Numbers

WK

Net Sales

Ballweber, Theresa 6,565

Bryant, Margaret 890

Talburt, Marci 530 Cornett, Eric 428

Bonner, Lynn 293

QTD Total Net Sales

Ballweber, Theresa 105,185

Talburt, Marci 28,897

Bryant, Margaret 14,910 Gifford, Troy 5,508 Cornett, Eric 5,168

YTD Total Net Sales

Ballweber, Theresa 298,426

Talburt, Marci 82,674

Bryant, Margaret 39,575

Bonner, Lynn 20,758

Gifford, Troy 13,154

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

Kimberly Dustin

Regional Broker Manager

503-798-3162 (cell)

Kdustin@ColonialLife.com

Colton Phillips

Recruiting Consultant

530-440-8514 (cell) CPhillips@ColonialLife.com

Tom Chambers

Territory Sales Trainer

503-706-2099 (cell)

TChambers@ColonialLife.com