Puritan Financial Group Weekly Recap

District Manager:	Select District Manager Cliff Bassett Steve Camp Russ Landry Jeff Choleva Tim McAnally Eric Oberto Gene Altaffer Kevin Chester Frank Lopez Paul Koch Michael Engler Patrick Kelly Stephen Hudson John Andruska Robert McMahon Carrie ODay Thomas McCrate John Schiavo
Week Ended:
Agent Name:
New Appointments Scheduled:
Re-Scheduled:
Client Cancelled:
Agent Cancelled:
Completed Fact Finders:
GoBacks for Next Week:
# of Sales This Week
Premium Sold
Premium MEC
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: