Sample Lead

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James Dawson

Email

j.dawson18@gmail.com

Phone

1.555.223.2334

Gender

Male

Nicotine/Tobacco Use

No

State

California

Birthday

Sept. 6, 1985

Age

40

Beneficiary

Children

Height

5’10”

Weight

190 lbs

Self Health Assessment

Excellent: Healthy weight, no medical conditions

Desired Coverage

$1M-$2M

Coverage Length

30 Years

Insurance Goal(s)

Create a Safety Net For My Family

Mortgage Protection

Coverage for Critical Illness & Disability

Build Cash Value (Protection + Investments)

Replace/Supplement Existing Policy

Cover My Final Expenses

Monthly Income

$7,000

Appointment Request

June 5, 2025, 11:00 am

Capture Time/Date

June 3, 2025 3:32 pm