Gloria Simmons

LA · Final Expense · client since Jul 4

Identity

DOB: Jul 28, 1953
Phone: +15555550103
Email: [email protected]
Address: 45 Sample Bayou Ln
Baton Rouge, LA 70802
DL #: •••• 0003
SSN: •••• 0103
Height: 5'2"
Weight: 168 lbs

Qualification

No product-specific questions for Final Expense.

Budget

Income 1: $2,100
Income 2: —
Monthly leftover: $300

Health

Smoker: No
Conditions: COPD (mild)
Prescriptions: Albuterol inhaler
Providers: Baton Rouge Demo Health

Banking

Bank: Demo Credit Union
Routing: •••• 0000
Account: •••• 7741

Notes

Partial chargeback after a missed draft in month 4 — caught up since.

Applications & payouts

MOO · Final Expense

IssuedPaid

Coverage

$12,000

Monthly

$71

Annual

$852

Advance

$612

Submitted May 13 · First draft May 20

Beneficiary: Denise Simmons (daughter)

MO-99-1121Comp 85% · issued May 18

Outstanding advance$190as of Jun 26

Event	Pay date	Amount
Advance	May 21	$612
As Earned	Jun 2	$48
As Earned	Jun 13	$48
Chargeback	Jun 17	−$220
As Earned	Jun 25	$48
Adjustment	Jun 25	−$35

Tasks

No open tasks for this client.