Advisor Tools
Robert Jones
Prudential VUL • Premium: $500,000
Underwriting Requirements
APS - Dr. Smith
Dec 05Paramed Exam
Scheduled Dec 10Financial Justification
Dec 06Sarah Williams (Trust)
Pacific Life PIA • Premium: $2,000,000
Underwriting Requirements
Trust Agreement
Nov 28Suitability Review
Dec 02Pipeline Summary
Total Pending Premium$2,500,000
Avg. Cycle Time45 Days
Cases in Underwriting2
Action Required
Paramed exam for Robert Jones needs to be scheduled by Dec 12 to avoid delays.