Raymond Okafor

VA · IUL · client since Jul 4

Identity

DOB: Feb 17, 1978
Phone: +15555550104
Email: [email protected]
Address: 902 Mock Harbor Ct
Virginia Beach, VA 23451
DL #: •••• 0004
SSN: •••• 0104
Height: 5'11"
Weight: 190 lbs

Qualification

No product-specific questions for IUL.

Budget

Income 1: $7,200
Income 2: $1,500
Monthly leftover: $1,400

Health

Smoker: No
Conditions: None
Prescriptions: —
Providers: VB Demo Medical Group

Banking

Bank: Placeholder Bank
Routing: •••• 0000
Account: •••• 2290

Notes

Switched banks in May — new account info pending.

Applications & payouts

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

No carrier · IUL

Working—

Coverage

—

Monthly

—

Annual

—

Advance

—

Submitted — · First draft —

Beneficiary: —

NLG · IUL

IssuedInsufficient Funds

Coverage

$500,000

Monthly

$210

Annual

$2,520

Advance

$990

Submitted Jun 18 · First draft Jun 28

Beneficiary: Chidi Okafor (son)

NLG-88-2019Comp 75% · issued Jun 26

Outstanding advance$990as of Jul 1

Event	Pay date	Amount
Advance	Jun 29	$990

Tasks

Contact client to fix banking before chargeback
NLG policy NLG-88-2019 hit insufficient funds on the first draft. Update banking and redraft before the advance charges back.
Due Jul 6Auto