GJ Blotter Template V3.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M
1	AGENT NAME (AGENT CODE) - GREEN JACKET RUN BLOTTER MONTHS RUNNING (JAN 2024 - MAR 2024)
2		SIGNED DATE	SUBMIT DATE	CLIENT'S NAME	PRODUCT	TYPE	POLICY#	MONTHLY PREMIUM	TARGET PREMIUM	WRITING AGENT NAME	AGENT CODE(S)	STATUS	ISSUE DATE
3		SIGNED DATE	SUBMIT DATE	CLIENT'S NAME	PRODUCT	TYPE	POLICY#	MONTHLY PREMIUM	TARGET PREMIUM	WRITING AGENT NAME	AGENT CODE(S)	STATUS	ISSUE DATE
4	1	12/11/2024	12/12/2024	John Smith	Transamerica	IUL	123456789	$ 131.00	1,570.50	Jane Doe	52ABC	INFORCE	1/13/2024
5	2	12/11/2024	12/12/2024	Elizabeth Martin	Nationwide	Term	234567890	$ 69.00	650.00	James Berry	97DEF	INFORCE	1/30/2024
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48			GUIDELINES
49			180K must be POSTED AND OFFICIAL online.
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51			Have cumulative 300K net points and 100 recruits in the SMD Base or Super Base in 3 consecutive months
52			No more than ½ of points and recruits can come from any one leg in SMD Base or Super Base, or replacement leg.
53			Qualifier must have met all qualifications for Level 20 SMD by the time they complete their WSB Green Jacket run
54			Points and Recruits must show on WFG-online.
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