Profile
MT
Michelle Taylor
Age 29 · Oregon
michelle.taylor@email.com
555-0112
Oregon
Client since Jul 22, 2024
Policy Details
PlanBasic Protection
Coverage$250K
Monthly Premium$18/mo
Policy TypeTERM 10
Statusactive
IssuedAug 8, 2024
ExpiresAug 8, 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.