Brokerage Mailer Name: COUNCIL FOR RETIREMENT SECURITY
Broker: Name Exchange
Brokerage Deal: NEW DEAL PER LAURA AND CHRIS 2016
$65/MBASE
$12/m CAP SELECT
$25/FLAT EMAIL
Mangement Info
Management Mailer Name: COUNCIL FOR RETIREMENT SECURITY
Manager: Name Exchange
Management Deal: NEW DEAL PER LAURA AND CHRIS 2016
$65/MBASE
$12/m CAP SELECT
$25/FLAT EMAIL
Exchange Balances
No current exchange records.
Notes
AS OF 8/2020-$5+, L12=90,396
AS OF 10/2019- $10+, L12=65,036
***8/2017 PER CHRIS--THE HEAVIEST MAILERS IN ORDER ARE
1-THE SENIORS TRUST
2-THE SENIORS CENTER
3-COUNCIL FOR RETIREMENT SECURITY
ANNUAL DONATION
$10+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
NPA 11/21 ANNUAL DONATION PR
15
0
Exchange Only
CXL
EXCH DENIED, BAL EVEN 0. File is not working will not extend
NPA 8/21 ANNUAL DONATION PR
3,320
0.33
Exchange Only
NPA 12/19 ANNUAL DONATION PR
5
0
Rental Only
CXL
ORDER DENIED. ERIN is working on
$10+ L06M
NPA 9/20 ANNUAL DONATION PR
0
0
Rental Only
CXL
NAME EXCH DENIED ORDER
CHECK CONFIRMATION SWPS
$05+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
ADF 1/20 CHECK CONFIRMATION SWPS PR
10
0
Try Exchange
CXL
EXCHANGE AND RENTAL DENIED. Exch balance even at 0. ERIN is working on
ADF 12/19 CHECK CONFIRMATION SWPS PR
5
0
Try Exchange
CXL
ORDER DENIED. ERIN is working on
ADF 11/19 CHECK CONFIRMATION SWPS PR
1,884
0
Try Exchange
$10+ L03M
VFA 7/25 CHECK CONFIRMATION SWPS PR
5
0
Try Exchange
DOLLAR
$05+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
NCRC 10/20 DOLLAR PR
0
0
Rental Only
CXL
CXL: DENIED ON EX AND RENTAL ERIN WORKING ON THIS
NCRC 7/20 DOLLAR PR
0
0
Rental Only
CXL
CXL: DENIED ON EXCHANGE AND RENTAL ERIN WORKING ON THIS
NCRC 4/20 DOLLAR PR
1,041
0
Exchange Only
$05+ L03M ZIP 1-5
NCRC 6/21 DOLLAR PR
3,061
0.262
Rental Only
$05+ L03M ZIP 1-8
VFA 9/20 DOLLAR PR
0
0
Rental Only
CXL
CXL: DENIED ON EXCHANGE AND RENTAL ERIN WORKING ON THIS
$10+ L03M
VFA 2/22 DOLLAR PR
6,742
0.244
Exchange Only
VFA 11/21 DOLLAR PR
5,586
0.328
Exchange Only
VFA 8/21 DOLLAR PR
4,278
0.408
Exchange Only
$10+ L03M ZIP 1-5
VFA 7/21 DOLLAR PR
1,870
0.306
Exchange Only
$10+ L03M ZIP 1-8
VFA 1/20 DOLLAR PR
10
0
Try Exchange
CXL
CXL: DENIED ON EX & RENTAL ERIN WORKING ON THIS
FIREMAN THANK YOU
$10+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
VFA 9/20 FIREMAN THANK YOU PR
0
0
Rental Only
CXL
Chat cxl FTY list, order was denied by Name Exch
$10+ L03M ZIP 1-5
VFA 9/20 FIREMAN THANK YOU PR
0
0
Rental Only
CXL
NAME EXCHANGE DENIED ORDER
GREATEST THREAT
$10+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
NPA 9/21 GREATEST THREAT PR
4,557
0.293
Exchange Only
NPA 7/21 GREATEST THREAT PR
6,201
0.361
Exchange Only
NPA 12/19 GREATEST THREAT PR
10
0
Rental Only
CXL
ORDER DENIED. ERIN is working on
NEVER BEFORE
$10+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
NPA 2/23 NEVER BEFORE PR
4,638
0.413
Exchange Only
NPA 10/21 NEVER BEFORE PR
4,261
0.393
Exchange Only
NO SHOW FIRE 3
$10+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
VFA 3/24 NO SHOW FIRE 3 PR
3,464
0.288
Exchange Only
VFA 3/22 NO SHOW FIRE 3 PR
6,429
0.283
Rental Only
VFA 9/21 NO SHOW FIRE 3 PR
2,945
0.379
Exchange Only
$10+ L03M ZIP 1-8
VFA 7/25 NO SHOW FIRE 3 PR
5
0
Exchange Only
VFA 10/21 NO SHOW FIRE 3 PR
4,029
0.349
Exchange Only
TERROR
$10+ L03M
Project
Qty
CPN
Type
CXL
CXL Reason
NPA 11/19 TERROR PR
10
0
Try Exchange
CXL
EXCH DENIED WE OWE NAMES. Poor results and not interested in rental, ERIN is working on