Oregon Idaho Pioneers Sept. 29, 2020
New Cases Opened This Week: Kristina Benthin
Matthew Luschen
Nicholas Buell
Brook Ford
Colette Chavez Walker
For more information visit Propr
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 39 Dental Sales: $33,549.48 Total For The Dental Initiative: $243,006.60 Week 39 Groups Adding Dental Policies: 21 Total for the Dental Initiative: 137
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 39)
WTD Top ADM’s
WTD Top DGA’s $102,148.28
Canals, Gabriel
$51,378.69
Alley, Mike
$21,584.88
Weiland, Abigail
$10,838.73
Attebery, Shane
$12,966.25
Ray, Carrie
Thurston, Doug
Top 15 Openers Thurston, Derek
Week 39 Sales
Top 15 Benefit Counselors
$26,043.42 Thurston, Derek
$9,734.40
WK 39 Net Sales Credits 7,704
Canals, Gabriel
$13,451.63 Morgester, Christine
7,344
Bryant, Margaret
$10,075.05 Kunkler, Karen
3,317
Brink, Don
$9,484.92 Isaacson, Stephanie
3,013
Daniels, Joel
$8,751.49 Losada Monroy, Raquel
2,795
Bilgen, Lisa
$7,252.17 Peterson, Kimberly
2,627
Wollen, Gordon
$7,051.65 Wollen, Gordon
2,524
Benthin, Kristina
$6,744.96 Buschman, Roxana
2,297
Campbell, Branden
$6,587.58 DuPriest, Kathy
2,110
Chavez Walker, Colette
$6,502.20 Lane, Michael
2,058
Pines, Zara
$6,113.19 Gray, Jeff
2,016
Gray, Jeff
$5,760.84 Wolden, Julie
1,916
Taylor, Mary
$5,613.56 Cooper, Linda
1,788
Buell, Nicholas
$4,684.56 Buell, Nicholas
1,640
Shipman, Jeff
$4,371.72 Maccabee, Amber
1,580
Quarter to Date Numbers (as of Week 39)
QTD Top DGA’s by % of Plan Attebery, Shane
255.0%
Thurston, Doug Jones, Eric
Top 15 Openers
QTD Top ADM’s by % of Plan Castro Monroy, Jonathan
207.5%
78.1%
Daniels, Joel
161.2%
76.2%
Timothy, Nikki
151.3%
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$278,956.88 Kunkler, Karen
43,251
Campbell, Branden
$195,298.80 Isaacson, Stephanie
38,205
Gurney, Brenda
$65,571.42 Losada Monroy, Raquel
35,314
Pines, Zara
$61,150.77 Brink, Don
20,292
Bryant, Margaret
$59,146.06 Gurney, Brenda
17,656
Thurston, Derek
$53,941.83 Buschman, Roxana
16,644
Ford, Brook
$43,369.80 Morgester, Christine
15,760
Castro Monroy, Jonathan
$38,383.98 Wolden, Julie $37,513.50 Lane, Michael
12,740
Taylor, Mary
12,489
Daniels, Joel
$33,063.90 Campbell, Branden $32,319.97 DuPriest, Kathy
11,430
Bilgen, Lisa
$30,534.72 Ford, Brook
10,842
Lane, Michael
$27,543.84 Thurston, Derek
10,550
Pratt, Jared
$24,152.64 Vasquez, Guadalupe
Canals, Gabriel
Shipman, Jeff
$19,413.17 Miller, Tricia
11,766
9,892 9,523
Year to Date Numbers (as of Week 39)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
101.2% Daniels, Joel
76.0%
Alley, Mike
60.8% Castro Monroy, Jonathan
67.5%
Thurston, Doug
49.3% Bilgen, Lisa
66.3%
Top 15 Openers Brink, Don
YTD - 2020 Sales $1,071,892.45
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
147,652 130,824
Bryant, Margaret
$370,387.19
Kunkler, Karen
Campbell, Branden
$269,545.20
Losada Monroy, Raquel
96,797
Bilgen, Lisa
$242,990.28
Brink, Don
62,555
Pines, Zara
$98,124.51
DuPriest, Kathy
49,314
Thurston, Derek
$89,113.11
Buschman, Roxana
41,463
Taylor, Mary
$86,568.41
Morgester, Christine
38,166
Shipman, Jeff
$67,015.89
Wolden, Julie
35,435
Bringhurst, Angela
$66,986.22
Ford, Brook
32,662
Ray, Carrie
$65,440.36
Leach, Susan
32,076
Wollen, Gordon
30,092
Gifford, Troy
$64,071.11
Gurney, Brenda
$59,593.89
Gifford, Troy
27,934
Boutwell, Gladys
$57,801.12
Peterson, Kimberly
25,118
Canals, Gabriel
$50,361.42
Miller, Tricia
24,896
Ballweber, Theresa
$43,748.35
Fleener, Lois
24,263
Year to Date Numbers (as of Week 39) Top 5 Coordinators
WK 39 Net Sales Credits
Ballweber, Theresa
8,795
Talburt, Marci
3,630
Bryant, Margaret
993
Ward, Sue
912
Taylor, Stacie
586
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
74,445
Talburt, Marci
23,569
Gross, Lynsay
7,987
Taylor, Stacie
4,448
Gurney, Brenda
4,352
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
213,153
Talburt, Marci
63,990
Bryant, Margaret
56,430
Gross, Lynsay
18,059
Taylor, Stacie
12,836
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
35.5
37.3%
2020 Cases 2020 Goal:
435 2020 Actual:
109.5
25.1% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$1,534,120
60.5% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$4,856,595
42.9%
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