MANLICLIC PERSISTENCY DEC TO 2023.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O
1	Report	Advisor Persistency
2	Date generated	Aug 12, 2022
3	This information is covered by the Data Privacy Act and other applicable laws and should be kept strictly confidential. You also undertake not to use the information for purposes other than providing Sun Life Financial products and services to your client, and confirm your compliance with your obligations on data protection under your Agent’s Agreement, including its supplement (refer to Agent's Privacy Agreement tab).
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5	Advisor Code	119315
6	Advisor Name	Manliclic, Ma. Lourdes
7	Cutoff Period	as of August 10, 2022
8	Business Measurement	October 1, 2019 to September 30, 2020
9	Type	Projected Persistency for Dec 2022
10	Persistency Measure	25
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12	TRADITIONAL		DECEMBER REINSTATED	JANUARY	FEBRUARY	MARCH	APRIL	MAY	JUNE	JULY	AUG	SEP	OCT	NOV	DEC
13	Net premium	244,162.44	244,162.44	244,162.44	267,053.48	327,837.64	282,197.64	252,062.64	214,609.84	188,091.04	156,001.04	123,421.04	156,001.04	248,230.00	281,122.00
14	Current premium (Original annual premium)	244,162.44	244,162.44	244,162.44	267,053.48	327,837.64	282,197.64	252,062.64	214,609.84	156,001.04	156,001.04	123,421.04	156,001.04	248,230.00	281,122.00
15	Trad premium ratio	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00	100.00
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17	VUL
18	Total regular premium paid	1,075,033.29	1,172,529.12	984,072.88	765,265.60	718,588.52	645,671.86	582,811.44	552,704.12	661,530.37	582,811.44	530,976.29	530,976.29	372,555.46	372,555.46
19	Total (2x original annual premium + 1 month)	1,558,164.62	1,558,164.62	1,248,938.56	1,030,131.28	983,454.20	910,537.54	727,025.46	772,176.51	906,667.82	852,672.51	776,113.74	776,113.74	617,692.91	545,851.25
20	VUL premium ratio	68.99	75.25	78.79	74.29	73.07	70.91	80.16	71.58	72.96	71.25	68.41	68.41	60.31	68.25
21	Original annual premium sub-total	747,919.05	747,919.05	599,490.53	494,463.03	472,058.03	437,058.03	348,972.23	370,644.73	435,200.56	409,282.81	372,534.60	372,534.60	296,492.60	262,008.60
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23	COMBINED TRADITIONAL AND VUL
24	(Trad premium ratio * total trad original annual premium) + (VUL premium ratio * total VUL original annual premium)	760,151.79	80,697,644.20	71,651,743.97	63,438,098.02	67,276,014.04	59,212,014.10	53,181,213.94	47,990,782.27	47,353,562.16	44,761,787.18	37,828,966.17	41,086,966.17	42,705,662.19	45,994,862.00
25	Total trad original annual premium + total VUL original annual premium	992,081.49	992,081.49	843,652.97	761,516.51	799,895.67	719,255.67	601,034.87	585,254.57	591,201.60	565,283.85	495,955.64	528,535.64	544,722.60	543,130.60
26	Combined premium ratio	76.62	81.34	84.93	83.30	84.11	82.32	88.48	82.00	80.10	79.18	76.27	77.74	78.40	84.68
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