Oregon Idaho Pioneers Sept. 9, 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: Branden Campbell
Matt Luschen
Colette Chavez Walker
Jeannette Packard
Michael Lane
Jeff Shipman
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 36 Dental Sales: $25,671.00 Total For The Dental Initiative: $177,522.36 Week 36 Groups Adding Dental Policies: 12 Total for the Dental Initiative: 92
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 36)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$48,206.02
Canals, Gabriel
$18,516.42
Rathmanner, Casey
$15,296.40
Weiland, Abigail
$15,296.40
Alley, Mike
$14,177.24
Shipman, Jeff
Top 15 Openers
Week 36 Sales
Top 15 Benefit Counselors
$7,983.20
WK 36 Net Sales Credits
Brink, Don
$17,587.35 Pratt, Jared
4,922
Pratt, Jared
$14,385.06 Brink, Don
4,744
Lane, Michael
$9,401.40 Lane, Michael
3,549
Campbell, Branden
$9,232.56 Fleener, Lois
2,821
Shipman, Jeff
$7,983.20 Morgester, Christine
2,665
Thurston, Derek
$6,701.70 Kunkler, Karen
1,900
Ramirez, Dana
$5,155.20 Isaacson, Stephanie
1,391
Gifford, Troy
$4,283.44 Granja Flores, Hugo
1,086
Luschen, Matt
$3,101.64 Thurston, Derek
1,080
Chavez Walker, Colette
$3,005.64 Ford, Brook
1,034
Packard, Jeannette
$1,563.36 Ramirez, Dana
902
Bryant, Margaret
$1,501.93 Weiland, Abigail
902
Canals, Gabriel
$1,496.40 Campbell, Branden
839
Pines, Zara
$1,478.40 DuPriest, Kathy
742
Castro Monroy, Jonathan
$1,022.52 Vasquez, Guadalupe
716
Quarter to Date Numbers (as of Week 36)
QTD Top DGA’s by % of Plan Attebery, Shane
170.9%
QTD Top ADM’s by % of Plan Castro Monroy, Jonathan
192.2% 138.9%
Jones, Eric
70.2%
Timothy, Nikki
Thurston, Doug
57.5%
Taylor, Mary
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
68.3%
QTD Total Net Sales Credit
Brink, Don
$223,141.53 Kunkler, Karen
32,764
Campbell, Branden
$176,841.78 Isaacson, Stephanie
30,346
Gurney, Brenda
$65,066.58 Losada Monroy, Raquel
29,686
Pines, Zara
$50,022.27 Brink, Don
19,914
Castro Monroy, Jonathan
$35,557.14 Gurney, Brenda
17,479
Ford, Brook
$35,280.72 Buschman, Roxana
10,954
Bryant, Margaret
$31,036.27 Wolden, Julie
10,615
Taylor, Mary
$30,950.14 Morgester, Christine $22,710.54 DuPriest, Kathy
Bilgen, Lisa
8,821 8,709
Thurston, Derek
$22,043.94 Castro Monroy, Jonathan $19,350.63 Campbell, Branden
8,287
Canals, Gabriel
$18,584.91 Villanueva, Maria
8,272
Ray, Carrie
$15,795.84 Pratt, Jared
8,255
Shipman, Jeff
$12,862.22 Vasquez, Guadalupe
7,913
Weiland, Abigail
$11,758.86 Ford, Brook
7,820
Pratt, Jared
8,705
Year to Date Numbers (as of Week 36)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
71.6%
Bilgen, Lisa
64.5%
Alley, Mike
58.5% Castro Monroy, Jonathan
62.5%
Thurston, Doug
45.4% Timothy, Nikki
46.4%
Top 15 Openers Brink, Don
YTD - 2020 Sales $1,020,445.91
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
139,792 120,337
Bryant, Margaret
$341,831.16
Kunkler, Karen
Campbell, Branden
$251,088.18
Losada Monroy, Raquel
91,170
Bilgen, Lisa
$235,231.17
Brink, Don
62,177
Pines, Zara
$87,024.27
DuPriest, Kathy
46,593
Taylor, Mary
$80,159.82
Buschman, Roxana
35,773
Ray, Carrie
$65,887.57
Wolden, Julie
33,309
Gifford, Troy
$62,408.95
Leach, Susan
31,810
Bringhurst, Angela
$62,300.49
Morgester, Christine
31,228
Shipman, Jeff
$60,464.94
Ford, Brook
29,639
Gurney, Brenda
$59,089.05
Wollen, Gordon
27,248
Boutwell, Gladys
$57,801.12
Gifford, Troy
26,597
Thurston, Derek
$56,124.63
Fleener, Lois
23,121
Canals, Gabriel
$36,756.97
Miller, Tricia
23,074
Ballweber, Theresa
$36,271.82
Peterson, Kimberly
22,555
Year to Date Numbers (as of Week 36) Top 5 Coordinators
WK 36 Net Sales Credits
Ballweber, Theresa
4,257
Talburt, Marci
2,950
Gross, Lynsay
1,856
Gifford, Troy
475
Bryant, Margaret
312
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
56,436
Talburt, Marci
18,108
Gross, Lynsay
7,595
Gurney, Brenda
4,301
Taylor, Stacie
3,841
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
195,144
Talburt, Marci
58,528
Bryant, Margaret
54,531
Gross, Lynsay
17,666
Taylor, Stacie
12,229
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
27.5
28.9%
2020 Cases 2020 Goal:
435 2020 Actual:
101.5
23.3% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$1,163,530
45.8% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$4,486,005
39.6%
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