Pipeline
78 applications
78 deals
| Status | Payment | Client | Carrier | Product | Monthly | Annual | Advance | Submitted | First Draft | Policy # | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Submitted | — | Carlos Vega CA | Americo | MP | $152 | $1,824 | $1,150 | Jul 2 | — | — | — |
| Issued | Pending First Draft | Sam Porter VA | AMAM | FEX | $58 | $696 | $610 | Jul 1 | Jul 8 | AA-1002777 | — |
| Issued | Paid | Maria Delgado CA | AMAM | MP | $96 | $1,152 | $840 | Jun 30 | Jul 3 | AA-1002001 | Resubmit of Americo decline — same qual data. |
| Underwriting | — | Anita Brooks MD | MOO | WL | $105 | $1,260 | $780 | Jun 25 | — | — | Waiting on APS from provider. |
| Issued | Insufficient Funds | Raymond Okafor VA | NLG | IUL | $210 | $2,520 | $990 | Jun 18 | Jun 28 | NLG-88-2019 | NSF on first draft after bank switch. |
| Issued | Paid | Darnell Whitfield NC | Americo | FEX | $62 | $744 | $530 | Jun 15 | Jun 22 | AM-ES-58821 | ES3120 series. |
| Issued | Paid | Darnell Whitfield NC | NLG | Term | $88 | $1,056 | $700 | Jun 8 | Jun 16 | NLG-77-4432 | — |
| Cancelled | — | Dee Hardaway LA | TA | Term | $84 | $1,008 | $640 | Jun 1 | — | — | Cancelled in free-look. |
| Declined | — | Maria Delgado CA | Americo | MP | $118 | $1,416 | $840 | May 27 | — | — | Declined — A1C above threshold. |
| Issued | Paid | Gloria Simmons LA | MOO | FEX | $71 | $852 | $612 | May 13 | May 20 | MO-99-1121 | — |
| Issued | Charged Back | Bill Tran NC | Americo | FEX | $54 | $648 | $500 | May 7 | May 15 | AM-ES-11111 | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Raymond Okafor VA | — | IUL | — | — | — | — | — | — | — |
| Working | — | Anita Brooks MD | — | WL | — | — | — | — | — | — | — |
| Working | — | Jess Nguyen MD | — | Term | — | — | — | — | — | — | — |