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Lead Samples 401k Rollover / Retirement

Below is a feedback from “Retirement Plan Sales Lead” form.

ABCLeads.Com Retirement Plan Lead Reference Number: Retirement – 1622

first_name: Jean
last_name: Summers
sex: female
dob_month: 05
dob_day: 27
dob_year: 1980
address1: 28 Cliff St.
city: Orlando
state: FL
zip: 10105
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

ABCLead Sent Exclusively to: (Agent Name here)

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