Profile
EC
Emily Chen
Age 31 · New York
emily.chen@email.com
555-0104
New York
Client since Mar 5, 2024
Policy Details
PlanPremium Protection
Coverage$1.0M
Monthly Premium$47/mo
Policy TypeTERM 20
Statusactive
IssuedMar 20, 2024
ExpiresMar 20, 2044
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.