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