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Tasks

4 overdue · 5 due today · 3 this week

Overdue

4

handle these first

Due today

5

before end of day

This week

3

next few days

Completed today

2

checked off

Overdue

· 4

  • Call Steven Maddox back about the Allianz 222 funding

    Steven Maddox

    He wants to wire the $150k from the business account - confirm the routing details.

    Call

  • Send Daniel Foster the Term 25 quote

    Daniel Foster

    Protective ran $132/mo at Preferred Plus. Attach the side-by-side PDF.

    Email

  • Re-run CL Arrow MAX illustration at the new cap

    Steven Maddox

    Corebridge bumped the S&P cap to 10.5% - the old PDF is stale.

    Review

  • File the F&G suitability form for the Chen MYGA

    Robert Chen

    Carrier flagged a missing replacement disclosure - upload before the case ages out.

    Admin

Today

· 5

  • Prep for Eleanor Sutton home visit Wed 2pm

    Eleanor Sutton

    Print the FE 50+ illustration, bring two pens, confirm her granddaughter will be there.

    Review

  • Call Robert Chen about the Medicare-to-annuity rollover

    Robert Chen

    He asked whether the Athene Agility 10 fits before his RMDs start.

    Call

  • Email the Athene MYGA e-app link to Aarav Patel

    Aarav Patel

    5-year MYGA at 5.40%. He wants to fund $80k from the matured CD.

    Email

  • Text Daniel Foster to schedule the application call

    Daniel Foster
    Text

  • Submit Q2 carrier production report to the IMO

    Pull the Athene + American Equity numbers from the commissions ledger.

    Admin

This week

· 3

  • Meeting with Aarav Patel - annual review setup

    Aarav Patel

    He referred two coworkers last month - bring the referral kit.

    Meeting

  • Review the Midland National FIA renewal rates

    Renewal caps drop June 1 - flag any in-force clients who should reallocate.

    Review

  • Call Steven Maddox to confirm the wire cleared

    Steven Maddox
    Call

Done today

· 2

  • Confirm July annual review date with Aarav Patel

    Aarav Patel
    Text

  • Email Nationwide the missing void check for the Sutton case

    Eleanor Sutton
    Email

Snoozed

· 1

  • Follow up with Daniel Foster on the term-vs-IUL decision

    Daniel Foster

    He's waiting on his accountant - circling back Saturday.

    Call