Charles Garcia
NEW- Phone:
- 8549211640
- Email:
- charlestomgarcia58@gmail.com
- Age:
- 64
- City:
- Riverdale
- ZIP:
- 84405.0
- Type:
- COLD
- Source:
- All Happy Agent Leads Together.xlsx
- Lead Date:
- 2022-06-11
- Last Contact:
- 2026-06-09
- DNC Status:
- UNKNOWN
- Licensed State:
- ✗
Qualification Scores
IUL
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Term
0
FE
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FIA
0
Carrier Recommendations
Pre-Call Brief
Update Stage
Danger Zone
Permanently removes lead, conversations, and drip history.
Notes
Conversation
1
Hey Charles, it's German. Just wanted to check in and see how everything's been going with your coverage — are things working out the way you expected? Also, if you know anyone in your circle who's been meaning to get their insurance squared away, I'd love to help them like I helped you.
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