Conference Recognition Program Tracking

Personal Sales
Actual $ Cumulative $

June 2008-May 2009

See Recognition Programs Brochure for complete details.

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Personal Recruiting (Qualified Recruits)

New Advisor Sales

Fiscal month totals (ask your Manager for details)

June July

1. 2.

11. 12. 13. A

M 14.

Sales $

Cumulative $

August September October November December January February March April

9. 19.
M 20.

June July August

3. 4. 5. 6. 7. 8. A

September
15.
M 16.

October November December January

17. 18.

February March April May

Advisor Levels Manager Levels M = Ruby, M = Emerald, M = Diamond
Mgr. Ruby = 14 Qualified New Recruits with $75,000 in personal New Recruit sales Mgr. Emerald = 16 Qualified New Recruits with $100,000 in personal New Recruit sales Mgr. Diamond = 20 Qualified New Recruits with $125,000 in personal New Recruit sales

May
A 10.
Adv. Ruby = $75,000$89,999 in personal sales Adv. Emerald = $90,000$109,999 in personal sales Adv. Diamond = $110,000+ in personal sales Mgr. Ruby = $80,000$109,999 in personal sales Mgr. Emerald = $110,000$129,999 in personal sales Mgr. Diamond = $130,000+ in personal sales

A = Ruby, A = Emerald, A = Diamond

Adv. Ruby = 10 Qualified New Recruits with $50,000 in personal New Recruit sales Adv. Emerald = 14 Qualified New Recruits with $75,000 in personal New Recruit sales Adv. Diamond = 16 Qualified New Recruits with $100,000 in personal New Recruit sales

Ongoing Quarterly Recruiting Award Tracking

Three Qualified New Advisors in a quarter whose combined sales are $7,500 or more. See Quarterly Recruiting Program flyer for details. JuneAugust SeptemberNovember DecemberFebruary MarchMay

1. 2. 3.
New Advisor Sales $:

1. 2. 3.
New Advisor Sales $:

1. 2. 3.
New Advisor Sales $:

1. 2. 3.
New Advisor Sales $:

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