Oregon Idaho SW WA Pioneers Sept 8, 2021
September is National Life Insurance Awareness Month Take some time to review the materials and resources available to promote the value of Colonial Life’s life products in your accounts. For more information, visit Propr.
C = Construction M = Manufacturing
New Cases Opened This Week:
W = Wholesale
Corri Attebery (1/2 case)
S = School
Branden Campbell (2 cases) S
See below for more information
Brook Ford S Chad Sweeley (1/2 case)
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
News From Around The Territory Last week, some of our fellow Pioneers attended the Treasure Valley Association of Health Underwriters Annual Event in Boise. From left: DGA Denise Maxwell, ADM Joe Runtz, RBM Kimberly Dustin and ADM Steve Gunson.
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 35)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$107,336.85
Canals, Gabriel
$47,116.71
Attebery, Shane
$16,998.60
Attebery, Corri
$14,551.80
Maxwell, Denise
$16,138.32
Bringhurst, Angela
$3,484.92
Top 15 Openers
Week 35 Sales
Top 15 Benefit Counselors
WK 35 Net Sales Credits
Bryant, Margaret
$46,136.94 Kunkler, Karen
9,954
Campbell, Branden
$39,735.96 Isaacson, Stephanie $7,275.90 Ford, Brook
8,980
4,847
Brink, Don
$7,275.90 Campbell, Branden $6,554.29 Camarata, Tim
Wirth, Nancy
$5,716.92 Attebery, Corri
2,547
Betz, Wes
$3,785.88 Sweeley, Chad
2,547
Bringhurst, Angela
$3,484.92 Losada Monroy, Raquel
1,823
Lane, Michael
$2,995.80 Jones, Cynthia
1,465
Gifford, Troy
$1,799.82 Miller, Tricia
1,261
Bilgen, Lisa
$1,609.89 Bringhurst, Angela
1,258
Ford, Brook
1,131
Thurston, Derek
$1,552.14 Buschman, Roxana $1,460.25 Lane, Michael
1,049
Runtz, Joe
$1,369.62 Clark, Breanna
1,000
Day, Terra
$1,264.32 Ballweber, Theresa
Attebery, Corri Sweeley, Chad
4,902
3,920
764
Quarter to Date Numbers (as of Week 35) QTD Top DGA’s by % of Plan Thurston, Doug
103.5%
Maxwell, Denise Attebery, Shane
Top 15 Openers
QTD Top ADM’s by % of Plan Runtz, Joe
157.8%
99.4%
Weiland, Abigail
102.7%
77.5%
Canals, Gabriel
95.6%
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$289,970.51 Isaacson, Stephanie
48,897
Campbell, Branden
$272,429.64 Kunkler, Karen
44,221
Bryant, Margaret
$134,252.66 Losada Monroy, Raquel
34,976
Runtz, Joe
$42,746.55 Miller, Tricia
22,884
Ford, Brook
$35,979.60 Camarata, Tim
19,384
Day, Terra
$34,783.68 Maccabee, Amber
18,236
Ray, Carrie
$28,406.76 Ford, Brook
12,559
Otis, Shawn
$28,356.42 Campbell, Branden
12,241
Gifford, Troy
$22,219.31 Canals, Gabriel
11,918
Ballweber, Theresa
$21,899.49 Buschman, Roxana
11,861
Griffeth, Jeff
$19,054.99 Runtz, Joe
10,100
Betz, Wes
$17,549.61 Gifford, Troy
8,764
Gurney, Brenda
$15,062.16 Otis, Marci
7,984
Taylor, Mary
$15,016.69 Morrison, Robert
7,741
Daniels, Joel
$14,251.20 Lane, Michael
7,559
Year to Date Numbers (as of Week 35)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
64.0% Weiland, Abigail
63.8%
Thurston, Doug
51.3% Runtz, Joe
59.8%
Marquess, Rick
43.0% Jones, Amanda
53.2%
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,148,101.43
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
153,008 144,345
Campbell, Branden
$394,912.20
Isaacson, Stephanie
Bryant, Margaret
$278,688.47
Losada Monroy, Raquel
86,069
Ballweber, Theresa
$91,380.90
Miller, Tricia
61,074
Lane, Michael
$77,277.33
Buschman, Roxana
36,947
Shipman, Jeff
$75,759.66
Maccabee, Amber
31,089
Ray, Carrie
$67,997.49
Gifford, Troy
30,896
Daniels, Joel
$67,064.74
Bryant, Margaret
30,364
Bringhurst, Angela
$62,238.36
Camarata, Tim
29,825
Thurston, Derek
$56,110.98
Lane, Michael
28,377
Bilgen, Lisa
$54,596.61
Campbell, Branden
27,237
Day, Terra
$49,850.88
Wolden, Julie
26,979
Taylor, Mary
$49,614.06
DuPriest, Kathy
22,831
Runtz, Joe
$45,671.67
Ford, Brook
20,470
Gifford, Troy
$42,870.93
Ballweber, Theresa
15,951
Year to Date Numbers (as of Week 35) Top 5 Coordinators
WK 35 Net Sales Credits
Ballweber, Theresa
5,644
Bryant, Margaret
4,626
Bonner, Lynn
1,700
Talburt, Marci
1,444
Bringhurst, Angela
Top 5 Coordinators
359
QTD Total Net Sales Credit
Ballweber, Theresa
75,683
Bryant, Margaret
13,481
Talburt, Marci
11,904
Bonner, Lynn
6,526
Gifford, Troy
4,250
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 217,343
Talburt, Marci
44,524
Bryant, Margaret
30,565
Bonner, Lynn
13,055
Cornett, Kevin
9,691
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
34
100%
2021 Cases 2021 Goal:
203 2021 Actual:
104
51.2% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$1,462,619
80.7% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$4,357,140
45.9%
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
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