
Sample Lead
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James Dawson


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