Insurance products requested
Term Life
Notes
New baby on the way. Interested in 20-year term, ~$750k. Needs to talk it over with spouse before quoting.
Activity
Sent term life overview and next steps
Discovery call — coverage needs
Moved from New to Contacted
Lead created from referral
Next follow-up
Jun 5, 2026
Overdue · due Yesterday
Contact information
- Wilmington, DE
Details
- Mike Reyes
- Referral — Tom Becker
- May 29, 2026
- 4 days ago