Dana Shepard
NEW- Phone:
- +18019206983
- City:
- Ogden
- State:
- Ut
- Type:
- WARM_CLIENT
- Source:
- Families Helped.xlsx
- Last Contact:
- 2026-06-11
- Licensed State:
- ✓
Qualification Scores
IUL
0
Term
0
FE
0
FIA
0
Carrier Recommendations
Pre-Call Brief
Update Stage
Danger Zone
Permanently removes lead, conversations, and drip history.
Notes
Conversation
2
Hey Dana! Been a minute — just wanted to check in and see how everything's been working out with your coverage. Is your current setup still doing what you need it to, or has anything changed on your end?
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Hey Dana! 👋 Just checking in — how's everything going with your coverage? Anything that's changed in your life lately that we should talk through?
Also, if you know anyone who's been meaning to get their insurance sorted like you did, I'd love to help them too. How's that sounding?
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