PAGE 1

COMMISSION/PERSISTENCY STATEMENT
LINCOLN HERITAGE LIFE INSURANCE COMPANY
STATEMENT DATE: JUNE 30, 2023
PREPARED FOR: Blanco Katiuska
PERSISTENCY SUMMARY-CHECKING
PCT INFORCE OUT OF FORCE PCT DNP

COMMISSION ACCOUNT SUMMARY 1ST YEAR 100 3746 PENDING

BEGIN BAL 1ST YR COMM RENEW COMM CKS/CRS END BAL 1099 YTD BAL 7TH MONTH NTO
DECLINED
PAY THRU 318.67 380.95 365.27- 334.35 7809.20 TOT 1ST YR 18244 DTH CLM
ADVANCEABLE 5081.53- 563.15 1899.71- 6418.09-
PERSISTENCY SUMMARY-SAVINGS
RUNOFF ADVANCE PCT INFORCE OUT OF FORCE PCT DNP
RUNOFF PAY THRU
1ST YEAR PENDING
NON INSURANCE 7TH MONTH NTO
NON INS ADVANCE DECLINED
TOT 1ST YR DTH CLM
LEAD SUMMARY PERSISTENCY SUMMARY-DIRECT
BEGIN BAL CASH PMT CASH CHRG XFER IN XFER OUT END BAL PCT INFORCE OUT OF FORCE PCT DNP

LEAD BAL 2.00- 2.00 1ST YEAR PENDING

LEAD YTD PAYMENTS 178.00 7TH MONTH NTO
LOA BAL DECLINED
LOA YTD PAYMENTS TOT 1ST YR 1835 DTH CLM
RECRUIT BAL
PERSISTENCY SUMMARY - CREDIT CARD
RECRUIT YTD PAYMENTS
PCT INFORCE OUT OF FORCE PCT DNP
CHARGEBACK SUMMARY
1ST YEAR PENDING
BEGIN BAL CHRGBACK CASH PYMT ACCT PYMT END BAL LOA BAL
7TH MONTH NTO
DECLINED
CHARGEBACKS TOT 1ST YR DTH CLM

YTD PAYMENTS

AGENT : 04-0154451
Blanco Katiuska STATUS: 03
559 Shirley Dr MGA : 63 YUBRASKA DIAZ & ASSOC
Apopka FL 32712-3384
Blanco Katiuska PAGE 2
63 YUBRASKA DIAZ & ASSOC COMMISSION/PERSISTENCY STATEMENT AS OF 06/30/0023 04 - 0154451

POLICY INSURED NAME ISSUE PDTO PLAN M PREMIUM CURRENT COMMISSION TOTAL COMMISSION AGENT PERSISTENCY
DATE DATE D PAID PCT ADVANCE PAY THRU ADVANCE ADV REPD PAY THRU NUMBER DNP STATUS
0004655249 Katiuska Blanco 04/23 07/23 LB20 1 52.60 70.000 36.82 110.46 0154451 631.20 INFORC
0004667293 Tirza Segovia 05/23 07/23 LBWL 1 89.30 70.000 62.51 125.02 0154451 1071.60 INFORC
0004677435 Vasco Armando C 05/23 07/23 MDB 1 152.90 30.000 45.87 91.74 0154451 1834.80 INFORC
0004681608 Luis Escobar 05/23 07/23 MDB 1 30.87 50.000 15.44 30.88 0154451 370.44 INFORC
0004689384 Gabriela Ruiz B 06/23 07/23 LB20 1 46.60 70.000 32.62 32.62 0154451 559.20 INFORC

1ST YR PAY THRU BUSINESS 193.26

0004662890 Dirk A Jordan 05/23 07/23 LB20 1 79.40 70.000 41.69 13.89 400.00 83.38 27.78 0154451 952.80 INFORC
0004662896 Lizetty Cleidy 04/23 07/23 MDB 1 138.05 50.000 51.77 17.26 400.00 155.31 51.78 0154451 1656.60 INFORC
0004665274 Oscar Santos 05/23 07/23 LB20 1 69.60 70.000 36.54 12.18 438.48 73.08 24.36 0154451 835.20 INFORC
0004665903 Marcela Sierra 05/23 07/23 LB20 1 56.40 70.000 29.61 9.87 355.32 59.22 19.74 0154451 676.80 INFORC
0004665931 Demetrio Cerrob 04/23 07/23 MDB 1 79.12 50.000 29.67 9.89 356.04 89.01 29.67 0154451 949.44 INFORC
0004666009 Nilda Rodriguez 04/23 07/23 LB20 1 42.40 70.000 22.26 7.42 267.12 66.78 22.26 0154451 508.80 INFORC
0004677421 Catherine Eliza 06/23 07/23 LB20 433.44 36.12 12.04 0154451 825.60 INFORC
0004679633 Ubalda Medina 06/23 07/23 LB20 317.84 26.49 8.83 0154451 605.40 INFORC
0004685120 Tita Montalbo 06/23 07/23 LBWL 435.96 36.33 12.11 0154451 830.40 INFORC
0004687116 Yarenis Vargas 06/23 07/23 LB20 322.56 26.88 8.96 0154451 614.40 INFORC
0004689002 Juan Antonio Ra 05/23 07/23 LB20 1 66.24 70.000 34.78 11.59 417.31 69.56 23.18 0154451 794.88 INFORC
0004689004 Debbie Ann Robl 05/23 07/23 LB20 1 63.72 70.000 33.45 11.15 382.69 66.90 22.30 0154451 764.64 INFORC
0004689669 Luis Alberto Nu 05/23 06/23 LB20 1 67.28 70.000 35.33 11.77 0154451
0004689669 Luis Alberto Nu 05/23 07/23 LB20 1 67.28 70.000 35.33 11.77 423.86 70.66 23.54 0154451 807.36 INFORC
0004693691 Iris Milagros P 06/23 07/23 LB20 1 26.79 70.000 14.06 4.69 168.78 14.06 4.69 0154451 321.48 INFORC
0004693696 Joquent Sanchez 06/23 07/23 MDB 1 30.00 50.000 11.25 3.75 135.00 11.25 3.75 0154451 360.00 INFORC
0004694303 Mary D Adrian R 06/23 07/23 LB20 1 53.40 70.000 28.04 9.34 336.42 28.04 9.34 0154451 640.80 INFORC
0004697729 Maria G Valenci 06/23 07/23 LB20 1 50.00 70.000 26.25 8.75 315.00 26.25 8.75 0154451 600.00 INFORC
0004698285 Ana Maria Medin 06/23 07/23 LB20 1 60.80 70.000 31.92 10.64 383.04 31.92 10.64 0154451 729.60 INFORC
0004698293 Federico Rivas 06/23 07/23 LB20 1 68.20 70.000 35.81 11.93 416.96 35.81 11.93 0154451 818.40 INFORC
0004700574 Maria R Sanchez 06/23 07/23 MDB 1 60.00 50.000 22.50 7.50 270.00 22.50 7.50 0154451 720.00 INFORC
0004702207 Joan E Yorke 07/23 08/23 LB20 1 31.70 70.000 16.64 5.55 199.71 16.64 5.55 0154451
0004704134 Anny M Nunez De 06/23 07/23 LB20 1 50.00 70.000 26.25 8.75 315.00 26.25 8.75 0154451 600.00 INFORC

1ST YR ADVANCEABLE BUSINESS 563.15 187.69

 PAGE 3

CHECK/CASH RECEIPT STATEMENT

Blanco Katiuska
04-0154451
63 YUBRASKA DIAZ & ASSOC

CHECK# DESCRIPTION DATE RO ADVANCE RO PAY THRU ADVANCEABLE PAY THRU NI ADV NON INS

MAY PAYTHRU COMM 6/01/23 318.67-

ADV-4697729 Val57-0154451 0004697 6/02/23 315.00-
ADV-4698285 Med57-0154451 0004698 6/05/23 383.04-
ADV-4698293 Riv57-0154451 0004698 6/05/23 416.96-
ADV-4700574 San57-0154451 0004700 6/08/23 270.00-
ADV-4702207 Yorke Joan 0004702 6/12/23 199.71-
ADV-4704134 Nun57-0154451 0004704 6/14/23 315.00-
OVSH0004689384 57-0154451 0004689 6/30/23 46.60-

TOTAL CHECKS/CASH RECEIPTS 1899.71- 365.27-

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Lincoln Heritage Life Insurance Company Lead Statement

Blanco Katiuska
04-0154451
63 YUBRASKA DIAZ & ASSOC BALANCE
FORWARD

DATE DESCRIPTION CASH PMT CASH CHRG XFER IN XFER OUT BALANCE
6/02/23 Xfer LDS from 4-120563 2.00 2.00
6/05/23 PAY LEADS 2.00

2.00 2.00
TOTAL MONTHLY ACTIVITY