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    MDRT - Tracker For Distribution

    Uploaded by

    Raymond Ondesimo
    This document contains a client's name, issuance date, annual premium equivalent (APE), and monthly and yearly figures for life insurance production requirements. It notes that personal policies can be no more than 5% of the MDRT yearly production requirement. Any excess over that will not count toward the requirement. The client's yearly requirement is $2,300,600 and monthly figures are provided to track progress toward that goal.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    MDRT - Tracker For Distribution

    Uploaded by

    Raymond Ondesimo
    116 views31 pages
    This document contains a client's name, issuance date, annual premium equivalent (APE), and monthly and yearly figures for life insurance production requirements. It notes that personal policies can be no more than 5% of the MDRT yearly production requirement. Any excess over that will not count toward the requirement. The client's yearly requirement is $2,300,600 and monthly figures are provided to track progress toward that goal.

    Original Description:

    MDRT Tracker for 2023 Qualification in the Philippines

    Original Title

    MDRT - Tracker for Distribution

    Copyright

    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    This document contains a client's name, issuance date, annual premium equivalent (APE), and monthly and yearly figures for life insurance production requirements. It notes that personal policies can be no more than 5% of the MDRT yearly production requirement. Any excess over that will not count toward the requirement. The client's yearly requirement is $2,300,600 and monthly figures are provided to track progress toward that goal.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    116 views31 pages

    MDRT - Tracker For Distribution

    Uploaded by

    Raymond Ondesimo
    This document contains a client's name, issuance date, annual premium equivalent (APE), and monthly and yearly figures for life insurance production requirements. It notes that personal policies can be no more than 5% of the MDRT yearly production requirement. Any excess over that will not count toward the requirement. The client's yearly requirement is $2,300,600 and monthly figures are provided to track progress toward that goal.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 31

    *personal policies must not be more than 5% of MDRT FYP requirement.

    All excess will not be included


    MDRT - Monitoring

    Name of Client ISSUANCE DATE Mode


    Dr. Ariel Miranda 43,800.00 Quarterly
    xcess will not be included
    FYP Per month - -
    - 2,300,600.00 2,300,600.00
    APE Total 2021 - FYP jan feb
    1,000,000.00
    - - - -
    2,300,600.00 2,300,600.00 2,300,600.00 2,300,600.00
    mar apr may jun
    - - - -
    2,300,600.00 2,300,600.00 2,300,600.00 2,300,600.00
    jul aug sep oct
    - - 2,019.00 Target
    2,300,600.00 2,300,600.00 - 2,300,600.00
    nov dec Total 2021 jan
    -
    -
    -
    -
    -
    -
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    -
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    To-go til December
    2,300,600.00
    feb mar apr may
    jun jul aug sept
    Target To-go
    - 2,223,400.00 2,223,400.00
    oct nov dec Total 2020 jan feb
    -
    -
    -
    -
    -
    -
    -
    -
    -
    -
    -
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    -
    -
    1667
    450
    300
    340
    600
    282
    605
    3135
    7379
    mar apr may jun jul aug sep
    oct nov dec

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