Oregon Idaho Pioneers Sept. 2, 2020
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 35 Dental Sales: $28,327.80 Total For The Dental Initiative: $151,851.36 Week 35 Groups Adding Dental Policies: 18 Total for the Dental Initiative: 80
Joshua Young Chad Sweeley Scott Showers
New Cases Opened This Week: Shane Attebery (1/2 case) Branden Campbell Jonathan Castro Monroy (1/2 case) Mike Durre
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 35)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$96,833.69
Canals, Gabriel
$43,788.54
Rasmussen, Kelley
$21,061.71
Bilgen, Lisa
$4,724.46
Maxwell, Denise
$12,642.97
Weiland, Abigail
$4,356.18
Top 15 Openers
Week 35 Sales
Top 15 Benefit Counselors
WK 35 Net Sales Credits
Campbell, Branden
$40,545.78 Kunkler, Karen
6,548
Brink, Don
$34,031.42 Isaacson, Stephanie
6,417
Bryant, Margaret
$7,604.66 Brink, Don
3,395
Weiland, Abigail
$4,356.18 Morgester, Christine
3,243
Bilgen, Lisa
$4,138.38 Ford, Brook
2,646
Castro Monroy, Jonathan
$3,454.62 Miller, Tricia
2,554
Durre, Mike
$3,439.56 Losada Monroy, Raquel
2,180
Gifford, Troy
$2,693.33 Durre, Mike
1,809
Gurney, Brenda
$2,434.56 Gifford, Troy
1,721
Pines, Zara
$2,199.06 Fleener, Lois
1,691
Shipman, Jeff
$1,989.40 Castro Monroy, Jonathan
1,536
Sanzobrin, Michele
$1,376.40 Bryant, Margaret
1,460
Thurston, Derek
$1,369.02 Camarata, Tim
1,448
McPherson, Stan
$1,225.50 Lane, Michael
1,372
Schacher, Stephen
$1,225.50 Buschman, Roxana
925
Quarter to Date Numbers (as of Week 35)
QTD Top DGA’s by % of Plan Attebery, Shane
166.5%
QTD Top ADM’s by % of Plan Castro Monroy, Jonathan
186.7% 135.8%
Jones, Eric
68.7%
Timothy, Nikki
Thurston, Doug
53.0%
Taylor, Mary
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
68.3%
QTD Total Net Sales Credit
Brink, Don
$204,155.75 Kunkler, Karen
30,864
Campbell, Branden
$167,609.22 Losada Monroy, Raquel
30,334
Gurney, Brenda
$66,518.34 Isaacson, Stephanie
28,954
Pines, Zara
$48,390.87 Gurney, Brenda
17,988
Castro Monroy, Jonathan
$34,534.62 Brink, Don
15,170
Taylor, Mary
$32,496.63 Buschman, Roxana
10,954
Ford, Brook
$30,592.92 Wolden, Julie
10,615
Bryant, Margaret
$28,288.73 Castro Monroy, Jonathan $22,844.28 Villanueva, Maria
8,705
7,967
Ray, Carrie
$17,088.51 DuPriest, Kathy $16,459.95 Miller, Tricia
7,463
Thurston, Derek
$12,648.93 Campbell, Branden
7,447
Weiland, Abigail
$11,019.06 Camarata, Tim
7,385
Camarata, Tim
$10,583.52 Vasquez, Guadalupe
7,197
Durre, Mike
$10,044.00 Ford, Brook
6,786
Bilgen, Lisa Canals, Gabriel
8,272
Year to Date Numbers (as of Week 35)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
70.0%
Alley, Mike
57.2% Castro Monroy, Jonathan
60.7%
Thurston, Doug
44.5% Timothy, Nikki
45.4%
Top 15 Openers Brink, Don
YTD - 2020 Sales $1,002,858.56
Bilgen, Lisa
Top 15 Benefit Counselors
64.5%
YTD Total Net Sales Credit
Isaacson, Stephanie
138,401 118,437
Bryant, Margaret
$340,329.23
Kunkler, Karen
Campbell, Branden
$241,855.62
Losada Monroy, Raquel
91,818
Bilgen, Lisa
$235,429.98
Brink, Don
57,433
Pines, Zara
$85,545.87
DuPriest, Kathy
45,851
Taylor, Mary
$81,669.15
Buschman, Roxana
35,773
Ray, Carrie
$66,551.68
Wolden, Julie
33,309
Bringhurst, Angela
$61,801.65
Leach, Susan
31,752
Gurney, Brenda
$60,540.81
Ford, Brook
28,606
Gifford, Troy
$58,125.51
Morgester, Christine
28,563
Wollen, Gordon
27,248
Boutwell, Gladys
$56,800.08
Shipman, Jeff
$52,481.74
Gifford, Troy
26,571
Thurston, Derek
$49,422.93
Miller, Tricia
22,836
Ballweber, Theresa
$36,106.22
Peterson, Kimberly
22,555
Canals, Gabriel
$35,260.57
Fleener, Lois
20,299
Year to Date Numbers (as of Week 35) Top 5 Coordinators Ballweber, Theresa
WK 35 Net Sales Credits 10,095
Talburt, Marci
3,119
Gross, Lynsay
724
Bryant, Margaret
612
Durre, Mike
344
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
52,179
Talburt, Marci
15,158
Gross, Lynsay
5,739
Gurney, Brenda
4,432
Taylor, Stacie
4,003
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 190,887
Talburt, Marci
55,578
Bryant, Margaret
54,219
Gross, Lynsay
15,810
Taylor, Stacie
12,391
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
21.5
22.6%
2020 Cases 2020 Goal:
435 2020 Actual:
95.5
21.9% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$1,049,874
41.4% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$4,372,349
38.6%
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
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