Profile
DW
David Williams
Age 55 · Illinois
david.williams@email.com
555-0105
Illinois
Client since Mar 22, 2024
Policy Details
PlanPlus Protection
Coverage$500K
Monthly Premium$29/mo
Policy TypeTERM 20
Statusactive
IssuedApr 8, 2024
ExpiresApr 8, 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.