Puritan Financial Group

"What affects an outcome more than anything else is effort and attitude."
-- Mike Leach, Football Coach

Puritan Financial Group

AE Production Dashboard Production by Agent My Appointments
AE Production Dashboard by Range Production by Office My Sales - Commission
My Revenue MTD Production by Office My Sales - Production
My Office Summary Pre-Sales (RED Lights!) My Pending
My Office Summary - Original Stick to Close My Commissions
District Dashboard District Dashboard - Quarter My Commission Stmt

Puritan Portal

Puritan Training Site

Puritan RECAP


PLICA Shield Rate Tool

Living Promise Rate Tool

Sterling        PLICA

NWL       Equitrust

IHL            Sagicor



Suitability Tool

MEC Factors

Partial Calculator