Profile
LJ
Lisa Johnson
Age 39 · Arizona
lisa.johnson@email.com
555-0106
Arizona
Client since Apr 10, 2024
Policy Details
PlanBasic Protection
Coverage$250K
Monthly Premium$18/mo
Policy TypeTERM 10
Statuslapsed
IssuedApr 25, 2024
ExpiresApr 25, 2034
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.