Below is a feedback from "Retirement Plan Sales Lead"
form.
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ABCLeads.Com Retirement Plan Lead Reference Number: Retirement - 1622
Lead Generated on April 30th, 2002 05:35:22
first_name: Jean
last_name: Summers
sex: female
dob_month: 05
dob_day: 27
dob_year: 1980
address1: 28 Cliff St.
address2:
city: Orlando
state: FL
zip: 10105
email: jean-summers@hotmail.com
day_phone: 405-486-5697
eve_phone: 405-488-4855
best_time: evening
quote_type: Rolling over an existing plan
plan_type: IRA
tolerance: Aggressive
last_reviewed: 1 year ago
request_type: tax law changes::sample asset allocation::portfolio review::plan
admin services::vesting schedules
comments:
ABCLead Sent Exclusively to: (Agent Name here)
Please remember to report any resulting sales of policies at (link here) - We
will then remove the propect from our database.