NAME: DATE: 01/01/18

MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

NOVEMBER DECEMBER TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

NOVEMBER DECEMBER TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 12 12 12 12 12
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 41,667 68,750 58,333 76,250 83,333
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 1 2 3 4 2

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS 3 8 12 6 12
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH 200000 81,250 100,000 216,667 158,333
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH 3.3333333333 2 2 3 3
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
12 12
1,200,000.00 1,800,000.00
100,000 150,000
30 36
3 3

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
4 12

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 02/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

DECEMBER JANUARY TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

DECEMBER JANUARY TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 11 11 11 11 11
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 45,455 75,000 63,636 83,182 90,909
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 1 2 3 4 2

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS 2 7 11 5 11
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH 300000 92,857 109,091 260,000 172,727
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH 5 2 2 4 3
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
11 11
1,200,000.00 1,800,000.00
109,091 163,636
30 36
3 3

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
3 11

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 03/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

JANUARY FEBRUARY TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

JANUARY FEBRUARY TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 10 10 10 10 10
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 50,000 82,500 70,000 91,500 100,000
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 2 2 4 5 2

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS 1 6 10 4 10
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH 600000 108,333 120,000 325,000 190,000
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH 10 3 2 5 3
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
10 10
1,200,000.00 1,800,000.00
120,000 180,000
30 36
3 4

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
2 10

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 04/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

FEBRUARY MARCH TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

FEBRUARY MARCH TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 9 9 9 9 9
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 55,556 91,667 77,778 101,667 111,111
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 2 2 4 5 3

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS 0 5 9 3 9
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH #DIV/0! 130,000 133,333 433,333 211,111
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH #DIV/0! 3 2 6 3
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
9 9
1,200,000.00 1,800,000.00
133,333 200,000
30 36
3 4

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
1 9

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 05/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

MARCH APRIL TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

MARCH APRIL TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 8 8 8 8 8
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 62,500 103,125 87,500 114,375 125,000
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 2 3 5 6 3

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (1) 4 8 2 8
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -600000 162,500 150,000 650,000 237,500
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -10 4 2 9 4
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
8 8
1,200,000.00 1,800,000.00
150,000 225,000
30 36
4 5

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
0 8

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 06/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

APRIL MAY TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

APRIL MAY TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 7 7 7 7 7
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 71,429 117,857 100,000 130,714 142,857
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 2 3 5 7 3

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (2) 3 7 1 7
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -300000 216,667 171,429 1,300,000 271,429
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -5 5 3 18 4
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
7 7
1,200,000.00 1,800,000.00
171,429 257,143
30 36
4 5

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(1) 7

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 07/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

MAY JUNE TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

MAY JUNE TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 6 6 6 6 6
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 83,333 137,500 116,667 152,500 166,667
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 3 3 6 8 4

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (3) 2 6 0 6
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -200000 325,000 200,000 #DIV/0! 316,667
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -3.3333333333 8 3 #DIV/0! 5
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
6 6
1,200,000.00 1,800,000.00
200,000 300,000
30 36
5 6

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(2) 6

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 08/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

JUNE JULY TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

JUNE JULY TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 5 5 5 5 5
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 100,000 165,000 140,000 183,000 200,000
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 3 4 7 10 5

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (4) 1 5 (1) 5
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -150000 650,000 240,000 (1,300,000) 380,000
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -2.5 15 4 -18 6
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
5 5
1,200,000.00 1,800,000.00
240,000 360,000
30 36
6 7

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(3) 5

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 09/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

JULY AUGUST TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

JULY AUGUST TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 4 4 4 4 4
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 125,000 206,250 175,000 228,750 250,000
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 4 5 9 12 6

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (5) 0 4 (2) 4
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -120000 #DIV/0! 300,000 (650,000) 475,000
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -2 #DIV/0! 5 -9 8
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
4 4
1,200,000.00 1,800,000.00
300,000 450,000
30 36
8 9

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(4) 4

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 10/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

AUGUST SEPTEMBER TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

AUGUST SEPTEMBER TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 3 3 3 3 3
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 166,667 275,000 233,333 305,000 333,333
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 5 7 12 16 8

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (6) (1) 3 (3) 3
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -100000 (650,000) 400,000 (433,333) 633,333
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -1.6666666667 (15) 6 -6 10
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
3 3
1,200,000.00 1,800,000.00
400,000 600,000
30 36
10 12

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(5) 3

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 11/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

SEPTEMBER OCTOBER TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

SEPTEMBER OCTOBER TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 2 2 2 2 2
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 250,000 412,500 350,000 457,500 500,000
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 8 10 18 24 12

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (7) (2) 2 (4) 2
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -85714.285714286 (325,000) 600,000 (325,000) 950,000
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -1.4285714286 (8) 9 -5 15
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
2 2
1,200,000.00 1,800,000.00
600,000 900,000
30 36
15 18

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(6) 2

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION
 NAME: DATE: 12/01/18
MO/DA/YR

TARGET PC FOR THE MONTH: TARGET NIC FOR THE MONTH:

TARGET PREMIUM FOR THE MONTH: TARGET RECRUITS FOR THE MONTH:

A.RUNNING QUARTER BONUS

NEW AGENT MPI BONUS (TENURE: LESS THAN 24 MONTHS)
Net Issued Case per Month / Incentive Rate as % of FTM F
Running Quarter PC
1 NIC 2 NIC 3 to 4 NIC 5 to 6 NIC
50,000 2% 3% 4% 4%
75,000 5% 7% 9% 10%
100,000 10% 13% 17% 19%
150,000 15% 20% 27% 30%
200,000 21% 28% 35% 38%
250,000 27% 35% 45% 47%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

OCTOBER NOVEMBER TOTAL PC 50,000 75,000 100,000 150,000
- 50,000.00 75,000.00 100,000.00 150,000.00
*This is your minimum PC Goal for this month to maxim

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

TENURED AGENT MPI BONUS (TENURE: MORE THAN 24 MONTHS)

Persistency Rate (%)
Running Quarter PC
85-89 90 91 93
62,000 4% 5% 7% 8%
93,000 8% 10% 14% 16%
145,500 10% 12.5% 17.5% 20%
192,000 12% 15% 21% 24%
249,000 16% 20% 28% 32%

PREVIOUS 2 MONTHS PC PC BALANCE TO NEXT LEVEL

OCTOBER NOVEMBER TOTAL PC 62,000 93,000 145,000 192,000
- 62,000.00 93,000.00 145,000.00 192,000.00
*This is your minimum PC Goal for this month to maximize your bo

CURRENT MONTH FYC X BONUS RATE = - BONUS FOR THE MO

CASE COUNT BONUS FOR TENURED AGENTS (TENURE: MORE THAN 24 MONTHS)
NUMBER OF CASES 4 to 5 6 to 7 8 to 9 10 and over
PERCENTAGE 5% 10% 15% 20%

PROJECTED MPI BONUS - X CASE COUNT BONUS RATE =

*Copy your computed bonus for the month *Depending on your case count for the month
B.Production Balance Update
PC & CC BALANCE
SFA SFA
QL SD (3 (24th -35th PD
yrs. Up) mo.)
 PC REQUIREMENT 500,000 825,000 700,000 915,000 1,000,000
CC REQUIREMENT 16 20 36 48 24
REMAINING MONTHS 1 1 1 1 1
YEAR TO DATE PC 500,000.00 825,000.00 700,000.00 915,000.00 1,000,000.00
TARGET PER MONTH 500,000 825,000 700,000 915,000 1,000,000
YEAR TO DATE CC 16 20 36 48 24
TARGET PER MONTH 16 20 36 48 24

PC & CC BALANCE
AMSTERDAM AMSTERDAM FULL
BUSAN SHANGHAI NAGOYA EARLY BIRD CONTEST
DEC '17 -MAR '18 JAN-AUG JAN-DEC JAN-JUN JAN-DEC

PC REQUIREMENT 600,000 650,000 1,200,000 1,300,000 1,900,000

CC REQUIREMENT 10 15 18 18 30
REMAINING MONTHS (8) (3) 1 (5) 1
YEAR TO DATE PC 600,000.00 650,000.00 1,200,000.00 1,300,000.00 1,900,000.00
TARGET PER MONTH -75000 (216,667) 1,200,000 (260,000) 1,900,000
YEAR TO DATE PC W/ BCC**
YEAR TO DATE CC * 10 15 18 18 30
TARGET PER MONTH -1.25 (5) 18 -4 30
YEAR TO DATE CC W/ BCC**
**BCC - bonus conference credits *Please check the case count parameters for conferences (e.g. cases with at least 2 riders, etc.)

C. HOT LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
TOTAL PREMIUM TOTAL FYC TOTAL PC
MY TOTAL PRODUCTION FOR THE MONTH
- - -

D. REFERRED LEADS
PROSPECT/CLIENT PLAN MODE PREMIUM FYC PC

1
2

3
4

5
6

7
8

9
10

11

12

13

14
15

TOTAL PREMIUM TOTAL FYC TOTAL PC

MY BUFFER PRODUCTION FOR THE MONTH
- - -

E. RECRUITMENT TRACKING
EDUCATIONAL
RECRUITS CONTACT NO# AGE WORK EXPERIENCE
ATTAINTMENT

1
2

3
4

5
6

7
8

9
10
ued Case per Month / Incentive Rate as % of FTM FYC
7 & up NIC
5%
12%
22%
32%
40%
50%

PC BALANCE TO NEXT LEVEL

200,000 250,000
200,000.00 250,000.00
This is your minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

Persistency Rate (%)

94 95+
9% 10%
18% 20%
22.5% 25%
27% 30%
36% 40%

PC BALANCE TO NEXT LEVEL

249,000
249,000.00
ur minimum PC Goal for this month to maximize your bonus.

BONUS FOR THE MONTH

- CASE COUNT BONUS

FOR THE MONTH

PC & CC BALANCE

PC CC
 1,200,000 1,800,000
30 36
1 1
1,200,000.00 1,800,000.00
1,200,000 1,800,000
30 36
30 36

PC & CC BALANCE

EL NIDO MDRT

JAN-APR 2,603,600
15 FYP
POINTS (input YTD FYP)
(7) 1

PC GOAL -
STATUS

TARGET PC: -
PC BALANCE TO GO -

STATUS
 TARGET PC: -
PC BALANCE TO GO -

EVALUATION