Profile
AW
Andrew White
Age 62 · Ohio
andrew.white@email.com
555-0115
Ohio
Client since Sep 12, 2024
Policy Details
PlanBasic Protection
Coverage$250K
Monthly Premium$18/mo
Policy TypeTERM 10
Statuslapsed
IssuedSep 30, 2024
ExpiresSep 30, 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.