Maria Delgado

CA · Mortgage Protection · client since Jul 4

Identity

DOB: Apr 12, 1969
Phone: +15555550101
Email: [email protected]
Address: 123 Fake Palm Ave
Fresno, CA 93701
DL #: •••• 0001
SSN: •••• 0101
Height: 5'4"
Weight: 150 lbs

Qualification

Mortgage amount: $285,000
Years remaining: 22 yrs
Monthly payment: $1,740
Home value: $410,000
Equity: $125,000

Budget

Income 1: $4,800
Income 2: $2,200
Monthly leftover: $900

Health

Smoker: No
Conditions: Type 2 diabetes (controlled)
Prescriptions: Metformin 500mg
Providers: Dr. Fake Nguyen, Fresno Family Care

Banking

Bank: Demo Credit Union
Routing: •••• 0000
Account: •••• 4501

Notes

Daughter's wedding in June — prefers calls after 2pm. Americo declined on A1C; AMAM took her at standard.

Applications & payouts

AMAM · Mortgage Protection

IssuedPaid

Coverage

$250,000

Monthly

$96

Annual

$1,152

Advance

$840

Submitted Jun 30 · First draft Jul 3

Beneficiary: Luis Delgado (spouse)

AA-1002001Comp 85% · issued Jul 2

Outstanding advance$812as of Jul 3

Event	Pay date	Amount
Advance	Jul 3	$840

Americo · Mortgage Protection

Declined—

Coverage

$285,000

Monthly

$118

Annual

$1,416

Advance

$840

Submitted May 27 · First draft —

Beneficiary: —

Tasks

No open tasks for this client.