Profile
MT
Michael Torres
Age 28 · Florida
michael.torres@email.com
555-0103
Florida
Client since Feb 18, 2024
Policy Details
PlanBasic Protection
Coverage$250K
Monthly Premium$18/mo
Policy TypeTERM 10
Statuspending
Notes
Jan 20, 2025
Client expressed interest in upgrading to Premium plan next renewal.
Jan 10, 2025
Follow-up call completed. Client satisfied with current coverage.
Dec 15, 2024
Initial consultation — explained term vs. whole life options.