Sam Porter

VA · Final Expense · client since Jul 4

Identity

DOB: Dec 9, 1957
Phone: +15555550108
Email: [email protected]
Address: 12 Trial Lighthouse Way
Norfolk, VA 23503
DL #: •••• 0008
SSN: •••• 0108
Height: 5'8"
Weight: 176 lbs

Qualification

No product-specific questions for Final Expense.

Budget

Income 1: $2,600
Income 2: —
Monthly leftover: $350

Health

Smoker: No
Conditions: Arthritis
Prescriptions: —
Providers: —

Banking

Bank: Demo Credit Union
Routing: •••• 0000
Account: •••• 0455

Notes

No notes yet.

Applications & payouts

AMAM · Final Expense

IssuedPending First Draft

Coverage

$10,000

Monthly

$58

Annual

$696

Advance

$610

Submitted Jul 1 · First draft Jul 8

Beneficiary: Ellen Porter (spouse)

AA-1002777Comp 85% · issued Jul 3

Outstanding advance$610as of Jul 3

No commission events on this policy yet.

Tasks

No open tasks for this client.