2008 YTD Marketing & Sales: 12.03.

08
Marketing Results

Campaign Description Leads Generated

0108CCPA CA Focus Winter 2007 .......................................................... 25
012308CCPA Buzz eNews Insert ................................................................ 44
0508CCPA CalCPA LTC Article ................................................................. 6
0715CPACE CalCPA Webcast CE............................................................. 18
0804CPACE CalCPA Webcast CE............................................................. 11
1008CPASD CalCPE Lift Note Letter ........................................................... 0
1008TAI Tax & Accounting Institute Event (San Diego)......................... ?
Total Leads YTD.............................................................................................. 104

Monthly Sales Results

February ................................................................................................. $4,944.68

May ......................................................................................................... $1,930.00
June ...................................................................................................... $14,034.89
August................................................................................................... $14,957.77
September .............................................................................................. $4,297.89
October ................................................................................................... $6,172.88
November ............................................................................................... $7,699.05

Total Premium Submitted ....................................................................... $54,037

Total Premium Issued......................................................................... $24,697.80

Policies Issued .................................................................................................... 10

Policies Declined................................................................................................... 2
Policies Pending ................................................................................................... 9
Total Policies Submitted .................................................................................. 21

LTC4CPAS - A Long-Term Care Program for CalCPA Members

Call Toll-Free at (866) 799-9775 or visit us on the web at www.LTC4CPAS.com
A program by Retirement Strategies Group
4225 Executive Square, Suite 1060, La Jolla, California 92037
Policy Premium by Carrier

Declined MetLife ......................................................................... $2,328.96

Prudential..................................................................... $4,945.04
Issued MetLife ......................................................................... $6,108.80
Prudential................................................................... $18,589.00
Submitted MetLife ......................................................................... $4,056.57
Prudential................................................................... $18,008.79

CalCPA Marketing Fee and Royalty Schedule

Royalty & Licensing Fee

An annual royalty and licensing fee of $5,000 will be paid for each calendar year
this agreement is in effect.

Incentive Royalties

New Policies
RSG agrees to pay an additional incentive royalty of $126 per CalCPA member
enrolled in the program for the first year of enrollment. Royalty will commence
only after RSG has earned $50,000 in gross revenues (commissions) for each
contract year. Royalty to be paid quarterly or at year end.
NOTE: Based on the current LTC first year commission schedule, approximately
$71,500 in premium need be generated to meet the gross revenue (commission)
threshold before this royalty schedule begins.
YTD – Not enough annualized premium sold for royalty to take effect.

Existing Policies
RSG agrees to pay an additional incentive royalty of $18 per CalCPA member
enrolled in the program for years 2-10. This royalty will be paid irrespective of
gross revenues (commissions) generated. Royalty to be paid in January for the
previous year.
YTD – 10 issued policies x $18/ea. = $180 due 01/09

LTC4CPAS - A Long-Term Care Program for CalCPA Members

Call Toll-Free at (866) 799-9775 or visit us on the web at www.LTC4CPAS.com
A program by Retirement Strategies Group
4225 Executive Square, Suite 1060, La Jolla, California 92037
 LTC4CPAS - A Long-Term Care Program for CalCPA Members
Call Toll-Free at (866) 799-9775 or visit us on the web at www.LTC4CPAS.com
A program by Retirement Strategies Group
4225 Executive Square, Suite 1060, La Jolla, California 92037