Homework Submission

2023-08 TE EC 3 Sales Homework Submission
Your Email*
example@example.com
Sales Date*

MonthDayYear
On or after 06/01/2023. For Trial or Annuity case, please input the commission date of the policy history
Warning: Please just submit once for one case. The writing agent should be the person to submit it. One agent ID can only be in one agent type. The same agent ID cannot be selected in two or more agent types.
Writing Agent ID
Choose only if he/she is in EC.
Writing Agent ID Hidden
Splitting Agent ID
Choose Only if he/she is in EC. If the splitting agent is in EC but the writing agent is not in EC, please put splitting agent ID in the writing agent ID filed
Split Agent ID Hidden
* Split Agent can't be the same as the writing agent
Referral Agent ID
Choose only if he/she is in EC
Client Agent ID
Choose if the client is an associate AND also in EC
Referral Agent ID Hidden
* Refer Agent can't be the same as the writing or split agent
Client Agent ID Hidden
* Client Agent can't be the same as the writing, split agent or the referral agent
Which Type of Plan*
Type of Policy*
Client's Name Initials*
e.g. Guofan Zeng -> GZ
NW pending case page/ Application Page/ Policy History Page for Annuity & MF

Upload Files
Application page 1 with client name. You can mask client's other information Cancelof
Client Signature Page

Upload Files
Must show date Cancelof
Producer Page

Upload Files
with writing & split agent info Cancelof
Check image/Bank info/Statement

Upload Files
The amount must been showed Cancelof
Face Amount*
Asset Amount*
Estimated Total Points*
Please do calculate your point carefully before you submit it. You can click Here to check point calculation simple reference.
Form Error, Please check the error *
Note
Should be Empty:

2023-08 TE EC 3 Sales Homework Submission