2021 MDRT Mentoring PerformanceMonitoring Sheet TEMPLATE

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Policy No.

Insured Product Issue date APE FY Premium

1 9771361 Elite 15 14-Jan-19 75,500.04 22-Mar-17


2 9951302 PAA 16-Feb-19 36,000.00 18-Mar-08
3 966503 PAA 19-Feb-19 60,000.00 24-Jan-41
4 10072819 PAA Low 12-Mar-19 24,000.00 22-Jun-05
5 10072819 PAA Low 12-Mar-19 24,000.00 22-Jun-05
6 10077543 PAA Low 12-Mar-19 24,000.00 22-Jun-05
7 10072819 PAA Low 12-Mar-19 24,000.00 22-Jun-05
10229632 PAA Low 16-Apr-19 18,000.00 21-Aug-24
8
9 10277034 PAA 17-Apr-19 36,000.00 18-Mar-08
10 10339471 PAA 21-Apr-19 42,000.00 31-Jul-09
11 10339793 PAA 30-Apr-19 42,000.00 31-Jul-09
12 10469447 PAA 23-May-19 65,000.00 27-Jun-44
13 10593881 PAA 12-Jun-19 36,000.00 18-Mar-08
14 10613329 PAA 14-Jun-19 66,000.00 21-Jan-15
15 10624937 PAA 17-Jun-19 08-Sep-13
16 10628299 PAA 17-Jun-19 36,000.00 18-Mar-08
17 10629901 PAA 18-Jun-19 33,000.00 12-Jul-07
18 10628226 PAA 19-Jun-19 36,000.00 18-Mar-08
19 10739463 PAA 29-Jun-19 36,000.00 18-Mar-08
20 10759487 Elite 5 43650 400,000.00 100000
21 10854168 Elite 15 22-Jul-19 36,000.00 18-Mar-08
22 10803622 Elite 15 31-Jul-19 100,002.00 24-Oct-22
23 10874529 PAA 25-Jul-19 60,000.00 08-Sep-13
24 10880367 Elite 15 25-Jul-19 75,000.00 09-Feb-17
25 10876522 Elite 15 25-Jul-19 75,000.00 09-Feb-17
26 10880456 Elite 15 25-Jul-19 75,000.00 09-Feb-17
27 10914681 PAA 30-Jul-19 73,800.00 01-Nov-16
28 10915697 PAA 30-Jul-19 72,000.00 04-Jun-16
29 11005785 Elite 15 20-Aug-19 75,600.00 31-Mar-17
30 11036458 Elite 5 24-Aug-19 240,000.00 03-Oct-54
31 11090741 PAA Plus 02-Sep-19 36,224.04 05-Apr-08
32 10803364 Elite 15 10-Sep-19 115,000.00 27-Mar-26
33 11151466 PAA Plus 13-Sep-19 38,400.00 04-Oct-08
34 11152257 PAA Plus 13-Sep-19 42,000.00 31-Jul-09
35 11254371 Elite 5 27-Sep-19 200,400.00 20-Sep-45
36 11349358 Elite 10 16-Oct-19 120,000.00 18-May-27
37 11410563 Elite 15 24-Oct-19 75,000.00 09-Feb-17
38 11429465 PAA Plus 26-Oct-19 48,000.00 13-Dec-10
39 11541572 Elite 15 14-Nov-19 78,000.00 17-Oct-17
40 11578397 PEP 10 21-Nov-19 60,000.00 08-Sep-13
41 11573733 PAA Plus 21-Nov-19 60,555.00 24-Oct-13
42 11573976 Elite 15 21-Nov-19 78,000.00 17-Oct-17
43 11577908 Elite 15 21-Nov-19 78,000.00 17-Oct-17
44 11607889 PAA Plus 26-Nov-19 68,400.00 09-Aug-15
45 11637537 Elite 5 29-Nov-19 200,951.00 04-Nov-45
46 11755052 PIA 19-Dec-19 50,000.00 USD10,000
Elite 5 504,000.00
PAA Plus 120,000.00
Elite 10 120,000.00
Elite 5 360,000.00
FYP
FYP Spillover # of 2021 FYP Balance for
Mode Balance Premium
Months Spillover 2021
due date
MONTHLY 14-Dec-19 6,291.67 - -
MONTHLY 16-Jan-20 3,000.00 1 3,000
QUARTERLY 19-Jan-20 15,000.00 - -
MONTHLY 12-Feb-20 2,000.00 2 4,000
MONTHLY 12-Feb-20 2,000.00 2 4,000
MONTHLY 12-Feb-20 2,000.00 2 4,000
MONTHLY 12-Feb-20 2,000.00 2 4,000
SEMI-ANNUAL 9,000.00 - -
16-Mar-20
MONTHLY 16-Mar-20 3,000.00 3 9,000
MONTHLY 21-Mar-20 3,000.00 3 9,000
MONTHLY 30-Mar-20 3,000.00 3 9,000
QUARTERLY 23-Apr-20 16,250.00 1 16,250
MONTHLY 11-May-20 3,000.00 5 15,000
MONTHLY 13-May-20 5,500.00 5 27,500
MONTHLY 17-May-20 5,000.00 -
MONTHLY 17-May-20 3,000.00 5 15,000
MONTHLY 18-May-20 2,750.00 5 13,750
MONTHLY 19-May-20 3,000.00 5 15,000
MONTHLY 29-May-20 3,000.00 5 15,000
SEMI-ANNUAL 4-Jun-20 200,000.00 1 200,000
MONTHLY 22-Jun-20 3,000.00 6 18,000
MONTHLY 31-Jun-20 8,333.50 6 50,001
MONTHLY 25-Jun-20 5,000.00 6 30,000
MONTHLY 25-Jun-20 6,250.00 6 37,500
MONTHLY 25-Jun-20 6,250.00 6 37,500
MONTHLY 25-Jun-20 6,250.00 6 37,500
MONTHLY 30-Jun-20 6,150.00 6 36,900
MONTHLY 30-Jun-20 6,000.00 6 36,000
MONTHLY 20-Jul-20 6,300.00 7 44,100
MONTHLY 24-Jul-20 20,000.00 7 140,000
MONTHLY 2-Aug-20 3,018.67 8 24,149
MONTHLY 10-Aug-20 9,583.33 8 76,667
MONTHLY 13-Aug-20 3,200.00 8 25,600
MONTHLY 13-Aug-20 3,500.00 8 28,000
MONTHLY 27-Aug-20 16,700.00 8 133,600
MONTHLY 15-Sep-20 10,000.00 9 90,000
MONTHLY 24-Sep-20 6,250.00 9 56,250
MONTHLY 25-Sep-20 4,000.00 9 36,000
MONTHLY 14-Oct-20 6,500.00 10 65,000
MONTHLY 21-Oct-20 5,000.00 10 50,000
MONTHLY 21-Oct-20 5,046.25 10 50,463
MONTHLY 21-Oct-20 6,500.00 10 65,000
MONTHLY 21-Oct-20 6,500.00 10 65,000
MONTHLY 26-Oct-20 5,700.00 10 57,000
MONTHLY 29-Oct-20 16,745.92 10 167,459
One time - -
MONTHLY 42,000.00 11 462,000
MONTHLY 10,000.00 11 110,000
MONTHLY 10,000.00 11 110,000
MONTHLY 30,000.00 11 330,000
2021 FYP REQT
2020 SPILLOVER

TO GO FOR MDRT
2,833,189 TO GO FOR COT
Note:

2021 FYP credits is


the sum of the cum-
ulative FYP premium
in Part I plus entries
in 2017 FYP credits
in Part II.
2,787,000
2,833,189

(46,189)
5,527,811

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