September 14, 2021 Newsletter

Oregon Idaho SW WA Pioneers Sept 14, 2021

LIFE INSURANCE AWARENESS MONTH WEBINAR September 23, 2021 2:00 PM - 3:00 PM Eastern Location: Dial-In: (888) 305-5947 / Conference ID: 705 993 460# Microsoft Teams Link: Life Insurance Awareness Month Webinar + Add To Calendar Join us for the Life Insurance Awareness Month webinar to learn about the market opportunity, how to position life products,

and best practices.

M = Manufacturing

New Cases Opened This Week:

W = Wholesale

Ernesto Gonzalez C

S = School

Michael Lane S

See below for more information

Matthew Waldram C

C = Construction

Q3 Only for these SIC codes: BUSINESS AND SECRETARIAL SCHOOLS -- 8244 COLLEGES, UNIVERSITIES AND PROFESSIONAL SCHOOLS -- 8221 DATA PROCESSING SCHOOLS -- 8243 ELEMENTARY AND SECONDARY SCHOOLS -- 8211 JUNIOR COLLEGES AND TECHNOLOGY INSTITUTES -- 8222/8221 LIBRARIES -- 8231 VOCATIONAL SCHOOLS -- 8249

2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights.

Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.

2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches.

Make plans now to qualify and experience the Aloha Spirit in 2022!

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 36)

WTD Top DGA’s

WTD Top ADM’s

Thurston, Doug

$73,010.63

Taylor, Mary

$12,978.84

Marquess, Rick

$13,405.32

Lane, Michael

$6,442.08

Weiland, Abigail

$2,415.66

Naugle, Ty

Top 15 Openers

$8,857.74

Week 36 Sales

Top 15 Benefit Counselors

WK 36 Net Sales Credits

Bryant, Margaret

$35,482.50 Losada Monroy, Raquel

5,480

Brink, Don

$29,956.49 Canals, Gabriel $7,326.74 Kunkler, Karen

4,019

Taylor, Mary

2,357

$6,442.08 Bryant, Margaret $4,361.16 Waldram, Matt

1,526

Cornett, Eric

$2,513.31 Weiland, Abigail

1,433

Weiland, Abigail

$2,415.66 Ballweber, Theresa

1,223

Shipman, Jeff

$2,015.59 Maccabee, Amber

1,156

Taylor, Todd

$1,788.61 Taylor, Mary

1,113

Maccabee, Amber

$1,768.29 Buschman, Roxana

Daniels, Joel

$1,453.08 Lane, Michael

822

Harral, Kyler

790

Stark, Jessica

$1,131.48 Taylor, Todd $1,059.84 Stark, Jessica

Larson, Chad

$814.76 Larson, Chad

666

Wolden, Julie

$747.24 Gurney, Brenda

537

Lane, Michael Waldram, Matt

2,317

1,069

742

Quarter to Date Numbers (as of Week 36) QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Thurston, Doug

111.4%

Runtz, Joe

158.7%

Maxwell, Denise

98.9%

Weiland, Abigail

106.7%

Naugle, Ty

81.1%

Canals, Gabriel

96.0%

Top 15 Openers

QTD - 2021 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Brink, Don

$319,927.00 Isaacson, Stephanie

49,419

Campbell, Branden

$272,357.64 Kunkler, Karen

46,577

Bryant, Margaret

$169,735.16 Losada Monroy, Raquel

40,456

Runtz, Joe

$42,834.27 Miller, Tricia

22,863

Day, Terra

$35,290.08 Maccabee, Amber

19,392

Ford, Brook

$34,749.24 Camarata, Tim

19,384

Ray, Carrie

$28,406.76 Canals, Gabriel

15,936

Otis, Shawn

$28,356.42 Buschman, Roxana

12,930

Taylor, Mary

$22,343.43 Campbell, Branden

12,518

Ballweber, Theresa

$22,193.97 Ford, Brook

12,344

Gifford, Troy

$21,857.39 Runtz, Joe

10,107

Lane, Michael

$19,016.58 Bryant, Margaret

8,970

Griffeth, Jeff

$18,548.71 Gifford, Troy

8,512

Betz, Wes

$17,450.73 Lane, Michael

8,381

Weiland, Abigail

$15,833.85 Otis, Marci

7,984

Year to Date Numbers (as of Week 36)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Attebery, Shane

64.6% Weiland, Abigail

64.8%

Thurston, Doug

52.7% Runtz, Joe

60.0%

Marquess, Rick

46.5% Jones, Amanda

53.3%

Top 15 Openers Brink, Don Campbell, Branden Bryant, Margaret

YTD - 2021 Sales $1,178,057.92 $394,840.20 $314,170.97

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Kunkler, Karen

155,365

Isaacson, Stephanie

144,867

Losada Monroy, Raquel

91,549

Ballweber, Theresa

$91,675.38

Miller, Tricia

61,053

Lane, Michael

$83,719.41

Buschman, Roxana

38,016

Shipman, Jeff

$77,775.25

Bryant, Margaret

32,681

Daniels, Joel

$68,517.82

Maccabee, Amber

32,245

Ray, Carrie

$67,997.49

Gifford, Troy

30,643

Bringhurst, Angela

$62,361.36

Camarata, Tim

29,825

Taylor, Mary

$56,940.80

Lane, Michael

29,199

Thurston, Derek

$55,986.00

Campbell, Branden

27,514

Bilgen, Lisa

$54,614.07

Wolden, Julie

27,240

Day, Terra

$50,357.28

DuPriest, Kathy

22,831

Runtz, Joe

$45,759.39

Ford, Brook

20,255

Gifford, Troy

$42,509.01

Ballweber, Theresa

17,174

Year to Date Numbers (as of Week 36) Top 5 Coordinators

WK 36 Net Sales Credits

Ballweber, Theresa

4,288

Bryant, Margaret

2,869

Talburt, Marci

1,346

Bonner, Lynn

1,183

Gross, Lynsay

366

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

79,971

Bryant, Margaret

16,350

Talburt, Marci

13,250

Bonner, Lynn

7,709

Gifford, Troy

4,163

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

221,631

Talburt, Marci

45,870

Bryant, Margaret

33,434

Bonner, Lynn

14,238

Cornett, Kevin

9,691

3rd Qtr Cases 2021 Goal:

34 2021 Actual:

37

108%

2021 Cases 2021 Goal:

203 2021 Actual:

107

52.7% 3rd Qtr Premium 2021 Goal:

$1,810,996 2021 Actual:

$1,569,694

86.6% 2021 Premium 2021 Goal

$9,490,000 2021 Actual:

$4,464,214

47%

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

Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com

Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@coloniallife.com

Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550