Profile
MR
Matthew Robinson
Age 40 · Tennessee
matt.robinson@email.com
555-0119
Tennessee
Client since Nov 18, 2024
Policy Details
PlanPlus Protection
Coverage$500K
Monthly Premium$29/mo
Policy TypeTERM 20
Statuspending
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.