Levi Heldman
Peak Financial · Peak Financial · Upline Bree Starr
Month rank
- / 74
Personal monthly goal
$0
of $15K · 0%
Written so far $0$15K to go
Today
$0
This week
$0
This month
$0
Lifetime AP
$6,002
4 sales logged
Average AP
$1,500
Biggest sale
$3,162
Streak
-
log a sale to start one
Approved
100%
4 approved · 0 pending
Last 30 days
No production in this window yet.
Carrier mix
Ethos$3,16253%
Americo$1,57826%
Instabrain$86714%
Combined Insurance$3957%
Recent sales
Levi HeldmanPeak Financial wrote Ethos TruStage WL approved
First call was June 4, 2026. Finally closed her down. 🤓