Bill Tran

NC · Final Expense · client since Jul 4

Identity

DOB
Mar 26, 1964
Phone
+15555550110
Email
[email protected]
Address
Raleigh, NC 27601
DL #
•••• 0010
SSN
•••• 0110
Height
—
Weight
—

Qualification

No product-specific questions for Final Expense.

Budget

Income 1
$3,000
Income 2
—
Monthly leftover
—

Health

Smoker
No
Conditions
—
Prescriptions
—
Providers
—

Banking

Bank
Placeholder Bank
Routing
•••• 0000
Account
•••• 9021

Notes

Lapsed after two missed drafts — rewrite candidate next quarter.

Applications & payouts

Americo · Final Expense

IssuedCharged Back
Coverage
$8,000
Monthly
$54
Annual
$648
Advance
$500
Submitted May 7 · First draft May 15
Beneficiary: Kim Tran (spouse)
AM-ES-11111Comp 85% · issued May 13
Outstanding advance$0as of Jun 24
EventPay dateAmount
AdvanceMay 17$500
ChargebackJun 23−$500

Tasks

No open tasks for this client.