Imagine Financial Β· Imagine Financial Β· Upline Chelsey Wolfe
Month rank
#12 / 54
Personal monthly goal
$13,787
of $40K Β· 34%
Today
$0
This week
$0
This month
$13,787
Lifetime AP
$22,122
17 sales logged
Average AP
$1,301
Biggest sale
$3,000
Streak
-
log a sale to start one
Approved
94%
16 approved Β· 1 pending
Kayla FreemanImagine Financial wrote Mutual of Omaha IUL Express approved
matched with other bills - possible annuity client π GREEN CHECKKK β
Kayla FreemanImagine Financial wrote Transamerica Final Expense Express approved
closed over text β
Kayla FreemanImagine Financial wrote Ethos TruStage WL approved
IMM DRAFT after 3 declines β Happy Monday π
Kayla FreemanImagine Financial wrote Combined Insurance Whole Life Plus approved
IMM Draft - hatty for the 1st β
Kayla FreemanImagine Financial wrote Transamerica Final Expense Express approved
IMM Draft β
Kayla FreemanImagine Financial wrote American Amicable Senior Choice Immediate approved
my dads friend reached out for coverage β
Kayla FreemanImagine Financial wrote Mutual of Omaha Accidental approved
Client called to up coverage β getting his wife covered next and we are officially besties. π serve serve serve
Kayla FreemanImagine Financial wrote American Amicable Senior Choice Immediate pending
π‘
Kayla FreemanImagine Financial wrote Instabrain Final Expense approved
Pending licenseβ She gave all the objections and wanted to talk to her family, another agent called her trying to sell her while we were on the phone, ended up talking for almost 2hrs π
Kayla FreemanImagine Financial wrote Corebridge GIWL approved
IMM DRAFT β Her last agent ghosted her, she wanted to cancel with them and have me as her agent. Serve. Serve. Serve. π
Kayla FreemanImagine Financial wrote Americo Eagle Select 1 approved
DD after sheβs closing her old policy out. Lady was raging because she got disconnected during app, I let her vent and assured her I could take care of her. β β β β
Kayla FreemanImagine Financial wrote Americo Eagle Select 2 approved
drafting after other policy closes β 0 objections he knew exactly what he wanted π