Gabe Pickett

Gabe PickettGoldPeak Financial wrote Transamerica Final Expense Express approved

2 month old trucker who got denied and just got back on the phone

Gabe PickettGoldPeak Financial wrote Instabrain Final Expense approved

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

OCC - setting up health plan for him tomorrow

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

OCC unmuted

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

OCC - Conference close, fully done on my phone without headphones 😂

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife approved

Protection focus, looking at coverage for his wife as well, and sending me a couple buddies of his

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

OCC

Gabe PickettGoldPeak Financial wrote Transamerica FFIUL Express approved

OCC - 28 y/o who is protecting himself and his family in case something happens

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

Client back on the book - closed out for insufficient funds awhile ago and got him back on the line explaining the importance of starting with coverage and adding to cash value later. 12 minute call.

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

Split with <@1516968185331716119> - 3 way call, helped inform Austins client about the IUL and set something up that was more reasonable than the last person he spoke with. He wanted to make sure Austin was gettin paid for this one multiple times 😂

Gabe PickettGoldPeak Financial wrote National Life Group LSW Term denied

OCC

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife approved

Approved on the spot - premium structured to increase to $3,000 a month for next year (36k ap year 2+) 3 month old Trucker lead I called today and said he was waiting for me to call him back because he lost my number. FOLLOW UP

Gabe PickettGoldPeak Financial wrote Combined Insurance Graded WL approved

Gabe PickettGoldPeak Financial wrote National Life Group Rapid Protect IUL approved

OCC - Unmuted

Gabe PickettGoldPeak Financial wrote Americo Term 100 approved

OCC - unmuted

Gabe PickettGoldPeak Financial wrote Foresters Financial Smart UL pending

OCC - unmuted

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife denied

OCC unmuted - first hatty in the Scottsdale office

Gabe PickettGoldPeak Financial wrote Americo Instant Decision IUL approved

OCC - "I'm not doing anything today" & "this is the first time in 64 years i've given my information out over the phone so thank you"

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife pending

OCC - another agent gave up on the guy after getting declined, was also whitesheeted with Americo and he cancelled because he knew what was going to happen, hoping NLG pulls through

Gabe PickettGoldPeak Financial wrote Foresters Financial Smart UL approved

trucker call-in OCC — insulin as needed and chewing tobacco, foresters for the win 🤞

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife pending

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife approved

Gabe PickettGoldPeak Financial wrote Americo Term 100 approved

OCC - collateral assignment, 10 minute close, $0 lead cost 👀

Gabe PickettGoldPeak Financial wrote National Life Group FlexLife approved

1.5 hour phone call - youngish guy setting money aside for retirement income

Gabe PickettGoldPeak Financial wrote Transamerica FFIUL Express approved

spoke two months ago and called me at 10 last night and wanted to go through with the coverage - helped him tonight and getting him over $1,000 cash surrender from his whole life policy tomorrow