Darnell Whitfield

NC · Term · client since Jul 4

Identity

DOB
Nov 3, 1961
Phone
+15555550102
Email
[email protected]
Address
88 Test Oak Rd
Charlotte, NC 28105
DL #
•••• 0002
SSN
•••• 0102
Height
6'0"
Weight
205 lbs

Qualification

No product-specific questions for Term.

Budget

Income 1
$5,600
Income 2
—
Monthly leftover
$750

Health

Smoker
No
Conditions
Hypertension
Prescriptions
Lisinopril 10mg
Providers
Mecklenburg Demo Clinic

Banking

Bank
Placeholder Bank
Routing
•••• 0000
Account
•••• 8833

Notes

Wants to add spouse coverage in the fall.

Applications & payouts

Americo · Final Expense

IssuedPaid
Coverage
$15,000
Monthly
$62
Annual
$744
Advance
$530
Submitted Jun 15 · First draft Jun 22
Beneficiary: Renee Whitfield (spouse)
AM-ES-58821Comp 85% · issued Jun 20
Outstanding advance$471as of Jun 29
EventPay dateAmount
AdvanceJun 24$530

NLG · Term

IssuedPaid
Coverage
$400,000
Monthly
$88
Annual
$1,056
Advance
$700
Submitted Jun 8 · First draft Jun 16
Beneficiary: Renee Whitfield (spouse)
NLG-77-4432Comp 75% · issued Jun 14
Outstanding advance$618as of Jun 29
EventPay dateAmount
AdvanceJun 19$700

Tasks

No open tasks for this client.