Oregon Idaho Pioneers Sept. 22, 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: Joel Daniels Michael Lane Zara Pines
For more information visit Propr.
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 38 Dental Sales: $24,705.72 Total For The Dental Initiative: $209,457.12 Week 38 Groups Adding Dental Policies: 15 Total for the Dental Initiative: 116
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 38)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$63,543.12
Daniels, Joel
$23,568.48
Attebery, Shane
$25,641.36
Weiland, Abigail
$10,698.84
Maxwell, Denise
$13,435.68
Canals, Gabriel
Top 15 Openers
Week 38 Sales
Top 15 Benefit Counselors
$5,777.37
WK 38 Net Sales Credits
Daniels, Joel
$23,568.48 Lane, Michael
4,182
Brink, Don
$23,120.09 Taylor, Sarah
3,542
Bryant, Margaret
$14,685.56 Kunkler, Karen
3,441
Lane, Michael
$11,948.07 Daniels, Joel
3,240
Pines, Zara
$3,639.03 Ford, Brook
3,023
Thurston, Derek
$2,401.29 Isaacson, Stephanie
2,779
Pratt, Jared
$2,199.48 Bryant, Margaret
1,436
Meyers, Chris
$1,666.77 Fleener, Lois
1,129
Gifford, Troy
$1,427.07 Losada Monroy, Raquel
1,120
Griffeth, Jeff
$1,304.37 Gifford, Troy
1,065
Castro Monroy, Jonathan
$1,036.44 Ramirez, Skeeter
1,060
Campbell, Branden
$949.80 Buschman, Roxana
1,023
Ballweber, Theresa
$781.44 Bringhurst, Angela
853
Wollen, Gordon
$765.36 Vasquez, Guadalupe
726
Bringhurst, Angela
$672.63 Campbell, Branden
711
Quarter to Date Numbers (as of Week 38)
QTD Top DGA’s by % of Plan Attebery, Shane
226.8%
QTD Top ADM’s by % of Plan Castro Monroy, Jonathan
197.8%
Jones, Eric
71.6%
Timothy, Nikki
141.8%
Thurston, Doug
68.5%
Daniels, Joel
123.6%
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$269,116.55 Kunkler, Karen
39,934
Campbell, Branden
$188,711.22 Isaacson, Stephanie
35,193
Gurney, Brenda
$65,571.42 Losada Monroy, Raquel
32,518
Pines, Zara
$55,023.45 Brink, Don
20,292
Bryant, Margaret
$49,002.43 Gurney, Brenda
17,656
Ford, Brook
$42,798.60 Buschman, Roxana
14,347
Castro Monroy, Jonathan
$36,593.58 Campbell, Branden
11,733
Taylor, Mary
$31,745.17 Ford, Brook $26,295.69 Wolden, Julie
10,842
10,432
Daniels, Joel
$24,152.64 Lane, Michael $23,568.48 DuPriest, Kathy
Lane, Michael
$23,438.04 Miller, Tricia
9,168
Bilgen, Lisa
$23,217.48 Castro Monroy, Jonathan
8,705
Canals, Gabriel
$18,522.63 Vasquez, Guadalupe
8,639
Ray, Carrie
$15,348.63 Morgester, Christine
8,415
Thurston, Derek Pratt, Jared
10,824 9,319
Year to Date Numbers (as of Week 38)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
91.2%
Bilgen, Lisa
64.6%
Alley, Mike
58.9% Castro Monroy, Jonathan
64.3%
Thurston, Doug
47.5% Daniels, Joel
62.8%
Top 15 Openers Brink, Don
YTD - 2020 Sales $1,062,407.53
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
144,639
Bryant, Margaret
$360,312.14
Kunkler, Karen
127,507
Campbell, Branden
$262,957.62
Losada Monroy, Raquel
94,002
Bilgen, Lisa
$235,738.11
Brink, Don
62,555
Pines, Zara
$92,011.32
DuPriest, Kathy
47,203
Taylor, Mary
$80,954.85
Buschman, Roxana
39,166
Ray, Carrie
$65,440.36
Wolden, Julie
33,518
Gifford, Troy
$63,910.45
Ford, Brook
32,662
Thurston, Derek
$63,069.69
Leach, Susan
32,076
Bringhurst, Angela
$62,973.12
Morgester, Christine
30,822
Shipman, Jeff
$62,644.17
Gifford, Troy
27,767
Gurney, Brenda
$59,593.89
Wollen, Gordon
27,568
Boutwell, Gladys
$57,801.12
Miller, Tricia
24,541
Ballweber, Theresa
$40,093.76
Fleener, Lois
24,249
Canals, Gabriel
$36,909.79
Peterson, Kimberly
22,491
Year to Date Numbers (as of Week 38) Top 5 Coordinators
WK 38 Net Sales Credits
Ballweber, Theresa
4,479
Ward, Sue
2,357
Bryant, Margaret
1,119
Talburt, Marci
890
Gross, Lynsay
354
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
65,651
Talburt, Marci
19,939
Gross, Lynsay
7,930
Gurney, Brenda
4,352
Taylor, Stacie
3,862
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 204,358
Talburt, Marci
60,359
Bryant, Margaret
55,437
Gross, Lynsay
18,002
Taylor, Stacie
12,250
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
30.5
32.1%
2020 Cases 2020 Goal:
435 2020 Actual:
104.5
24% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$1,355,836
53.4% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$4,678,310
41.3%
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