Oregon Idaho Pioneers Sept. 15, 2020
3Q BUSINESS SUBMISSION DEADLINES New contract submission – Friday, September 18 Clean census enrollment files – received by Tuesday, September 22, at 6 p.m. EST. Clean manual business – received by Wednesday, September 23, at 6 p.m. EST. New business – will continue to be processed until Friday, September 25, at 7 p.m. EST. Clean electronic business – received by Friday, September 25, at 10 p.m. EST.
New Cases Opened This Week: Jeff Shipman
For more information visit Propr.
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 37 Dental Sales: $7,229.04 Total For The Dental Initiative: $184,751.40 Week 37 Groups Adding Dental Policies: 9 Total for the Dental Initiative: 101
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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 ADM’s
WTD Top DGA’s Thurston, Doug
$54,323.24
Canals, Gabriel
$17,603.97
Rathmanner, Casey
$7,574.58
Weiland, Abigail
$4,841.70
Alley, Mike
$3,608.55
Shipman, Jeff
$2,179.23
Top 15 Openers
Week 37 Sales
Top 15 Benefit Counselors
WK 37 Net Sales Credits
Brink, Don
$18,841.53 Kunkler, Karen
3,730
Campbell, Branden
$10,919.64 Campbell, Branden
2,735
Thurston, Derek
$4,543.77 Buschman, Roxana
2,369
Ramirez, Dana
$4,377.60 Isaacson, Stephanie
2,068
Bryant, Margaret
$3,795.42 Losada Monroy, Raquel
1,712
Ballweber, Theresa
$3,040.50 Miller, Tricia
1,570
Shipman, Jeff
$2,179.23 Ramirez, Dana
766
Gurney, Brenda
$1,415.40 Weiland, Abigail
766
Pines, Zara
$1,348.02 Cooper, Linda
646
Wilson, Wade
$922.38 DuPriest, Kathy
610
Taylor, Mary
$795.03 Gurney, Brenda
495
Bilgen, Lisa
$506.94 Leach, Susan
266
Weiland, Abigail
$464.10 Brink, Don
217
Losada Monroy, Raquel
$331.56 Thurston, Derek
137
Griffeth, Jeff
$311.58 Gifford, Troy
104
Quarter to Date Numbers (as of Week 37)
QTD Top DGA’s by % of Plan Attebery, Shane
170.9%
QTD Top ADM’s by % of Plan Castro Monroy, Jonathan
192.2%
Jones, Eric
71.6%
Timothy, Nikki
141.8%
Thurston, Doug
62.6%
Canals, Gabriel
72.4%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$242,584.25 Kunkler, Karen
QTD Total Net Sales Credit 36,493
Campbell, Branden
$187,761.42 Isaacson, Stephanie
32,414
Gurney, Brenda
$66,481.98 Losada Monroy, Raquel
31,399
Pines, Zara
$51,370.29 Brink, Don
20,131
Castro Monroy, Jonathan
$35,557.14 Gurney, Brenda
17,975
Ford, Brook
$35,280.72 Buschman, Roxana
13,323
Bryant, Margaret
$34,426.45 Campbell, Branden
11,022
Taylor, Mary
10,615
Thurston, Derek
$31,745.17 Wolden, Julie $23,894.40 DuPriest, Kathy
Bilgen, Lisa
$23,217.48 Miller, Tricia
9,272
Pratt, Jared
$21,953.16 Castro Monroy, Jonathan
8,705
Canals, Gabriel
$18,809.43 Morgester, Christine
8,415
Ray, Carrie
$15,348.63 Villanueva, Maria
8,272
Shipman, Jeff
$15,041.45 Pratt, Jared
8,191
Weiland, Abigail
$12,222.96 Vasquez, Guadalupe
7,913
9,319
Year to Date Numbers (as of Week 37)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
71.6%
Bilgen, Lisa
64.6%
Alley, Mike
58.9% Castro Monroy, Jonathan
62.5%
Thurston, Doug
46.4% Timothy, Nikki
47.3%
Top 15 Openers Brink, Don
YTD - 2020 Sales $1,039,287.44
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
141,860 124,066
Bryant, Margaret
$345,626.58
Kunkler, Karen
Campbell, Branden
$262,007.82
Losada Monroy, Raquel
92,882
Bilgen, Lisa
$235,738.11
Brink, Don
62,394
Pines, Zara
$88,372.29
DuPriest, Kathy
47,203
Taylor, Mary
$80,954.85
Buschman, Roxana
38,143
Ray, Carrie
$65,440.36
Wolden, Julie
33,309
Shipman, Jeff
$62,644.17
Leach, Susan
32,076
Gifford, Troy
$62,483.38
Morgester, Christine
30,822
Bringhurst, Angela
$62,300.49
Ford, Brook
29,639
Thurston, Derek
$60,668.40
Wollen, Gordon
27,248
Gurney, Brenda
$60,504.45
Gifford, Troy
26,701
Boutwell, Gladys
$57,801.12
Miller, Tricia
24,645
Ballweber, Theresa
$39,312.32
Fleener, Lois
23,121
Canals, Gabriel
$36,981.49
Peterson, Kimberly
22,491
Year to Date Numbers (as of Week 37) Top 5 Coordinators Ballweber, Theresa
WK 37 Net Sales Credits 4,735
Talburt, Marci
942
Gurney, Brenda
142
Gifford, Troy
42
Taylor, Stacie
21
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
61,172
Talburt, Marci
19,049
Gross, Lynsay
7,577
Gurney, Brenda
4,443
Taylor, Stacie
3,862
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 199,879
Talburt, Marci
59,470
Bryant, Margaret
54,318
Gross, Lynsay
17,648
Taylor, Stacie
12,250
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
28.5
30%
2020 Cases 2020 Goal:
435 2020 Actual:
102.5
23.5% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$1,233,983
48.6% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$4,556,458
40.2%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@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