September 9, 2020 Newsletter

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