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Clients (as of Oct 2021), Clients (as of Oct 2021), New prospects:, Auntie…
Clients (as of Oct 2021)
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Ngiok Yong
Parents (met the mum, quite open to talk to) -Barrier seems very high :red_cross:
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Hayley
Testimonial (on book yes, but facebook no) :red_cross:
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Jiayang
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Parents :red_cross: No opp, not right time
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Shu Wen
Parents :check: policy summary, pending action for their CI
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Marie
- Parents :red_cross: No opp
- Referrals :check: none
- Testimonial :red_cross:
Natalie
- PArents :red_cross: No opp
- Referrals :check: None
- Testimonial :check:
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Clients (as of Oct 2021)
Nicholas Koh
- Parents :red_cross: no opp
- Referrals :red_cross: not close
- Testimonial :red_cross:
- Partner (Kelly) :red_cross:
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Jun Hao
- Parents :red_cross: no opp
- Referrals :red_cross:
- Testimonial :red_cross:
Rachel Wee
- Parents :check: Pending actions on CI and mortage. Open retirement
- Partner :red_cross: met and talked to
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Stephanie Tan
- Parents :red_cross: talked to, have policy summary. No opening
- Referrals :check: none
- Testimonial :red_cross:
Kelly Tan
- Dad :red_cross: no opp
- Referrals :red_cross:
- Testimonial :red_cross:
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Theola
- Auntie Esther (opened, pending..) :red_cross:
- Referral :red_cross:
- Testimonial :red_cross:
Rachel Toh
- Parents :red_cross: no opp, high barrier
- Referral :red_cross:
- Testimonial :red_cross:
Trina
- Parents :check:
- Referrals :red_cross:
- Testimonial :red_cross:
Asline
- Mum :red_cross:
- Referrals :check:
- Testimonial :check:
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- Auntie Esther (Retirement) open in June ~$8k-$10k
- Auntie Michelle + husband (CI) open in June ~$4k
- Uncle Jovian (Mortgage loan / CI)
~$2k
- Carrine and Calvin (insurance and savings) ~$1-2k
- Auntie Masie (Opened, pending. Maybe open the husband) ~$3-5k
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