Marie Aceves
NEW- Phone:
- +18184280975
- Type:
- WARM_CLIENT
- Source:
- Past clients.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 Marie! Just checking in — how's everything going with your coverage these days? Is it still working well for your situation, or has anything changed that we should talk about?
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Hey Marie! Hope you're doing well. Just checking in—how's your coverage been treating you? Anything come up that we should talk about?
Also, do you know anyone in your circle who's been putting off getting their insurance sorted? I love helping people like you get peace of mind. 😊
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