Oregon Idaho Pioneers Sept 5, 2018 October 6, 2016
OPEN ENROLLMENT FOR AGENTS IN SEPTEMBER Beginning September 4, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through September 28. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Enrollment Guidelines: During open enrollment in September, salespeople can purchase the following products: •
ISTD 3000; Disability 1000
•
Individual Medical Bridge; Medical Bridge 3000 •
IMB or Medical Bridge 3000 coverage is available for plans 1 or 3 only up to a maximum hospital confinement benefit of $1,000. The Outpatient Surgical Benefit is only limited to option No. 1 under both plans.
•
Cancer Assist; Cancer 1000
•
Critical Illness 1.0
•
Individual Accident, Accident 1.0
•
Gunshot Wound
•
Individual Dental PPO
•
Term Life 1000
•
Whole Life 1000 (Guaranteed issue $12 weekly premium to a maximum of $50,000)
Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Using the following information, a call center representative will assist you in your application:
ENROLLMENT PHONE NUMBER: 866.580.6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. ET. For more information, please visit PROPR.
Congratulations to the latest DDP class: Garry Weiner, Lou Lampell, Tina Hillman, Lois Fleener and Joe Wheatley
This Week’s New Cases Opened by: James Burkett Tina Hillman Jared Pratt Kelley Rasmussen Carrie Ray Natasha Shklayvel Mary Taylor (1/2) Laura Wiltsey (1/2)
September Days to Remember: Sept. 5 - National Cheese Pizza Day Sept. 6 - National Read a Book Day Sept. 7 - National Beer Lover’s Day Sept. 12 - National Video Games Day Sept. 16 - National Working Parents Day
Sept. 19 - Talk Like a Pirate Day Sept. 25 - National Lobster Day Sept. 25 - National Comic Book Day Sept. 25 - National Voter Registration Day Sept. 26 - National Pancake Day Sept. 27 - National Chocolate Milk Day Sept. 29 - National Coffee Day
2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.
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
$122,039.40
Campbell, Branden
$48,890.52
Alley, Mike
$50,675.16
Rathmanner, Casey
$39,906.84
Maxwell, Denise
$27,448.68
Taylor, Mary
$14,244.00
Thurston, Doug
Top 15 Openers
Week 35 Sales
Top 15 Benefit Counselors
WK 35 Net Sales Credits
Campbell, Branden
$48,890.52 Isaacson, Stephanie
8,921
Rasmussen, Kelley
$31,291.44 Pratt, Jared
4,946
Brink, Don
$25,904.17 Gifford, Troy
4,734
Bryant, Margaret
$14,021.30 Losada Monroy, Raquel
4,100
Burkett, James
$13,640.20 Burkett, James
3,995
Pratt, Jared
$11,906.84 Kunkler, Karen
3,920
Pines, Zara
$9,270.66 Harms, Daniel
3,466
Cornett, Eric
$8,998.44 Buschman, Roxana
3,454
Taylor, Mary
$7,903.65 Wolden, Julie
3,083
Bilgen, Lisa
$7,587.36 Kramer, Cassandra
3,048
Ray, Carrie
$6,734.66 McLean, Kimberly
2,963
Grimes, Stan
$6,441.12 Taylor, Cearstin $5,857.82 Blair, Bill
2,429
$3,546.36 Burbery, Katie $3,319.92 Rathmanner, Kyle
1,535
Dickson, Brian Shklayvel, Natasha Wiltsey, Laura
2,102 1,422
Quarter to Date Numbers (as of Week 35)
QTD Top DGA’s by % of Plan Alley, Mike
QTD Top ADM’s by % of Plan
145.8%
Campbell, Branden
232.4%
Thurston, Doug
73.2%
Rathmanner, Casey
194.0%
Cornett, Eric
67.1%
Gray, Jeff
141.6%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$204,796.38 Isaacson, Stephanie
56,535
Pines, Zara
$141,130.76 Losada Monroy, Raquel
25,907
Campbell, Branden
$124,720.44 Griffeth, Jeff
22,487
Rasmussen, Kelley
$107,208.75 Pratt, Jared
19,375
Bryant, Margaret
$100,955.97 Wolden, Julie
19,158
Burkett, James
$41,934.47 Kunkler, Karen
18,896
Thurston, Doug
$41,608.04 Gifford, Troy
16,482
Rathmanner, Casey
$37,003.99 Fleener, Lois
16,307
Ray, Carrie
$20,901.99 Blair, Bill
16,189
Gray, Jeff
$19,550.40 Morgester, Christine
14,122
Behbahany, Cameron
$18,883.56 Kramer, Cassandra
13,273
Maxwell, Denise
$17,212.13 Buschman, Roxana
12,540
Ford, Brook (765601)
$16,313.70 Wollen, Gordon
11,933
Bilgen, Lisa
$15,141.27 Myers, Jan
11,518
Hillier, Shane
$14,434.80 Griffeth, Terri
11,162
Year to Date Numbers (as of Week 35)
YTD Top DGA’s by % of Plan Bringhurst, Steve
YTD Top ADM’s by % of Plan
116.7% Bringhurst, Angela
160.4%
Alley, Mike
94.7% Rathmanner, Casey
93.0%
Cornett, Kevin
56.1% Campbell, Branden
90.5%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$591,505.26
Isaacson, Stephanie
Pines, Zara
$324,029.34
Kunkler, Karen
93,996
Bringhurst, Angela
$308,617.86
Losada Monroy, Raquel
68,941
Bryant, Margaret
$217,081.13
Buschman, Roxana
67,148
Campbell, Branden
$212,514.18
Morgester, Christine
61,973
Thurston, Doug
$186,632.78
Leach, Susan
60,774
Rathmanner, Casey
$138,443.22
Wolden, Julie
53,140
Rasmussen, Kelley
$126,262.36
Griffeth, Jeff
49,897
Gifford, Troy
$113,178.20
Wollen, Gordon
48,347
Dickson, Brian
$102,172.91
Gifford, Troy
40,461
149,163
Jones, Eric
$99,917.18
Myers, Jan
37,431
Griffeth, Jeff
$97,319.91
Brink, Don
34,235
Shipman, Jeff
$93,602.45
Jones, Eric
32,072
Bilgen, Lisa
$84,473.40
Kramer, Cassandra
31,046
Waldram, Matthew
$72,960.66
Bringhurst, Braydon
28,831
Year to Date Numbers (as of Week 35)
Top 5 Coordinators Ballweber, Theresa
WK 35 Net Sales Credits 11,708
Talburt, Marci
4,782
Burkett, James
1,516
Bryant, Margaret
1,400
Ward, Sue
1,243
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
51,675
Talburt, Marci
20,883
Bryant, Margaret
12,319
Gifford, Troy
8,166
Gross, Lynsay
5,451
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 176,968
Talburt, Marci
68,357
Bringhurst, Angela
32,529
Gifford, Troy
30,533
Bryant, Margaret
27,107
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
41
87.2%
2018 Cases 2018 Goal:
249 2018 Actual:
184
73.8% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$1,330,085
75.8% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$4,909,208
55.8%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550