Anita Brooks

MD · Whole Life · client since Jul 4

Identity

DOB: May 21, 1966
Phone: +15555550107
Email: [email protected]
Address: 31 Demo Chesapeake St
Annapolis, MD 21401
DL #: •••• 0007
SSN: •••• 0107
Height: 5'6"
Weight: 160 lbs

Qualification

No product-specific questions for Whole Life.

Budget

Income 1: $4,400
Income 2: —
Monthly leftover: $600

Health

Smoker: No
Conditions: High cholesterol
Prescriptions: Atorvastatin 20mg
Providers: —

Banking

Bank: Placeholder Bank
Routing: •••• 0000
Account: •••• 0918

Notes

No notes yet.

Applications & payouts

No carrier · Whole Life

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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Submitted — · First draft —

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No carrier · Whole Life

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Submitted — · First draft —

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Submitted — · First draft —

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MOO · Whole Life

Underwriting—

Coverage

$50,000

Monthly

$105

Annual

$1,260

Advance

$780

Submitted Jun 25 · First draft —

Beneficiary: —

Tasks

Chase APS for Anita Brooks (MOO underwriting)
Provider has had the APS request for a week.
Due Jul 5