Oregon Idaho SW WA Pioneers Sept 29, 2021
Q3 BUSINESS SUBMISSION DEADLINES •
New contract submission – received by Friday, September 24.
•
Clean census enrollment files – received by Wednesday, September 22, at 6:00 p.m. EST.
•
Clean manual business received by Wednesday, September 29, at 6:00 p.m. EST.
•
New business – will continue to be processed until Friday, October 1, at 7:00 p.m. EST.
•
Clean electronic business – received by Friday, October 1, at 10:00 p.m. EST.
Important note: As we have done at the end of every quarter, the home office will automat-
ically submit outstanding Harmony business for completed enrollments with coverage effective dates up to and including October 1, 2021, on the last business day of the quarter October 1, 2021, starting at 3:00 p.m. EST. Be aware, if you have business that should NOT be submitted, your VPS needs to inform the home office before September 30, 2021, at 10:00 p.m. EST. Those requests need to be sent to HOBusiness.Submit@ColonialLifeSales.com. Third quarter new contract submission – Deadline is Friday, September 24 The last day to submit completed new producer and new manager contracts to count toward third quarter recruiting goals is Friday, September 24. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, September 24, in the order received, but this doesn't guarantee processing for third quarter.
New Cases Opened This Week: Margaret Bryant M Troy Gifford Ty Naugle Joe Runtz
C = Construction
M = Manufacturing W = Wholesale S = School See below for more information
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 38)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$47,015.52
Canals, Gabriel
$8,518.44
Naugle, Ty
$17,068.95
Gifford, Troy
$8,338.15
Kezele, Will
$10,979.76
Lane, Michael
$5,690.64
Top 15 Openers Brink, Don Bryant, Margaret Gifford, Troy
Week 38 Sales
Top 15 Benefit Counselors
$12,986.20 Ballweber, Theresa $12,583.11 Weiland, Abigail $8,158.39 Gifford, Troy
WK 38 Net Sales Credits 3,312 3,283
2,807
Lane, Michael
$5,711.22 Lane, Michael $5,637.90 Miller, Tricia
1,863
Daniels, Joel
$3,603.36 Isaacson, Stephanie
1,382
Wollen, Gordon
$2,963.52 Wollen, Gordon
1,037
Griffeth, Jeff
$2,641.61 Kunkler, Karen
954
Weiland, Abigail
$2,573.70 Daniels, Joel
895
Ballweber, Theresa
$2,044.50 Bryant, Margaret
824
Taylor, Mary
$1,709.87 Bringhurst, Angela
733
Bilgen, Lisa
$1,665.00 DuPriest, Kathy $1,575.93 Maccabee, Amber
591
Day, Terra
Runtz, Joe
1,973
564
Gunson, Steve
$1,571.16 Runtz, Joe
552
Ray, Carrie
$1,519.68 Gunson, Steve
550
Quarter to Date Numbers (as of Week 38) QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
127.4%
Runtz, Joe
162.7%
Maxwell, Denise
106.5%
Weiland, Abigail
118.6%
99.8%
Canals, Gabriel
104.3%
Naugle, Ty
Top 15 Openers
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$353,983.15 Isaacson, Stephanie
58,188
Campbell, Branden
$287,164.92 Kunkler, Karen
55,215
Bryant, Margaret
$220,849.20 Losada Monroy, Raquel
41,742
Runtz, Joe
$43,420.08 Miller, Tricia
25,960
Day, Terra
$41,001.30 Maccabee, Amber
20,100
Ford, Brook
$40,750.92 Camarata, Tim
19,941
Ballweber, Theresa
$32,654.46 Campbell, Branden
16,410
Ray, Carrie
$29,926.44 Canals, Gabriel
15,869
Gifford, Troy
$29,198.76 Ford, Brook
13,702
Otis, Shawn
$25,795.74 Buschman, Roxana
13,016
Taylor, Mary
$25,581.85 Bryant, Margaret
11,817
Lane, Michael
$24,654.48 Gifford, Troy
11,778
Daniels, Joel
$23,085.36 Lane, Michael
10,354
Griffeth, Jeff
$22,288.68 Runtz, Joe
10,312
Weiland, Abigail
$20,806.23 Ballweber, Theresa
8,748
Year to Date Numbers (as of Week 38)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
67.1% Weiland, Abigail
67.8%
Thurston, Doug
55.5% Runtz, Joe
61.3%
Marquess, Rick
47.6% Jones, Amanda
53.8%
Top 15 Openers
YTD - 2021 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$1,212,114.07
Kunkler, Karen
164,002
Campbell, Branden
$409,647.48
Isaacson, Stephanie
153,636
Bryant, Margaret
$365,285.01
Losada Monroy, Raquel
92,835
Ballweber, Theresa
$102,135.87
Miller, Tricia
64,151
Lane, Michael
$89,357.31
Buschman, Roxana
38,102
Shipman, Jeff
$77,567.31
Bryant, Margaret
35,528
Daniels, Joel
$75,898.90
Gifford, Troy
33,909
Ray, Carrie
$69,517.17
Maccabee, Amber
32,953
Bringhurst, Angela
$66,014.34
Campbell, Branden
31,406
Taylor, Mary
$60,179.22
Lane, Michael
31,172
Bilgen, Lisa
$57,703.83
Camarata, Tim
30,381
Thurston, Derek
$57,561.84
Wolden, Julie
28,319
Day, Terra
$56,068.50
DuPriest, Kathy
23,827
Gifford, Troy
$49,850.38
Ford, Brook
21,613
Runtz, Joe
$46,345.20
Ballweber, Theresa
21,513
Year to Date Numbers (as of Week 38) Top 5 Coordinators
WK 38 Net Sales Credits
Ballweber, Theresa
3,589
Talburt, Marci
2,006
Gifford, Troy
1,098
Bryant, Margaret
429
Bonner, Lynn
272
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
89,301
Bryant, Margaret
20,725
Talburt, Marci
16,383
Bonner, Lynn
7,932
Gifford, Troy
5,328
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 230,961
Talburt, Marci
49,003
Bryant, Margaret
37,809
Bonner, Lynn
14,460
Gifford, Troy
9,879
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
42
123.5%
2021 Cases 2021 Goal:
203 2021 Actual:
112
55.1% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$1,791,737
98.9% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$4,686,257
49.3%
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
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