Puritan Financial Group Weekly Recap

District Manager:           
Week Ended:
Agent Name:
   
New Appointments Scheduled:
Re-Scheduled:
Client Cancelled:
Agent Cancelled:
Completed Fact Finders:
GoBacks for Next Week:
# of Sales This Week
Total Premium Sold     ** Total ALL Premium Single + Annual
LIFE Premium Sold     ** MEC + F/E Annual Premium
   
Go Backs Set:  (This is for GoBacks set for the coming week)
Date Time Client Product Amount
   
GoBacks Run This Week:
GoBacks Sold This Week:
   
Sales Made This Week:
Client Name Product Sold Premium
 
Recap Complete: