Last call Aug 13, 2026, 2:11 PM
Aug 13, 2026, 2:11 PM · Sold
Sold — Transamerica, $112/mo.
“Just checking the policy paperwork arrived OK.”
Happy customer — ask for one referral.
Vern Martinez
+18015550185
Phone
+18015550185
vern.martinez@example.com
Preferred Call Time
Mornings
State
Utah
City
Logan
ZIP
84321
Date of Birth
1951-11-11
Age
74
Age Range
70-79
Gender
male
Marital Status
Married
Dependents
0
Occupation
Retired postal worker
Build
BMI 31.3 · 68in / 206lb
Coverage Interest
Final expense
Coverage For
My son
Coverage Amount
$9,000
Product Type
Whole life
Existing Coverage
Yes
Quoted Premium
$112/mo
Quoted Carrier
Transamerica
Health Status
Excellent
Campaign
FE — Seniors 65+
Submitted
Aug 5, 2026, 11:34 PM
Form Verified
No
Underwriting signals
Additional details
Any Coverage Now?
A pre-need plan
Best Time To Call
Mornings
How Much Coverage?
$9,000
Major Health Issues In The Last 2 Years?
High blood pressure (controlled)
Tobacco In The Last 12 Months?
No
Who's The Beneficiary?
My son
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mode
Outbound
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Monthly premium
$111.95($1,343.40/yr)
Face amount
$9,000
Whether this lead booked a callback time, and the booking's status.
Status
Completed / past
Has a booked appointment
When
Mon, Aug 10, 3:30 PM CT · 2:30 PM MT lead's time
FE quote call
Reminder
—
No reminder
Cancellation
—
Active