|
Platinum |
Gold |
Silver |
Bronze |
Prospect |
Personal Contact |
Every 60 Days |
Every 90 Days |
Every 90 Days |
Every 180 Days |
Every 90 Days |
Portfolio Review |
Every 120 Days |
Every 180 Days |
Every Year |
Every Year |
N/A |
Birthday Lunch |
Every Year |
Every Year |
As Needed |
As Needed |
N/A |
Education Event |
Every 180 Days |
Every 180 Days |
Every Year |
Every Year |
Every Year |
Social Event |
Every 180 Days |
Every 180 Days |
Every Year |
Every Year |
N/A |