Imagine Financial · Imagine Financial · Upline Chelsey Wolfe
Month rank
#24 / 74
Personal monthly goal
$10,142
of $40K · 25%
Today
$0
This week
$2,371
This month
$10,142
Lifetime AP
$34,148
27 sales logged
Average AP
$1,265
Biggest sale
$3,000
Streak
-
log a sale to start one
Approved
89%
24 approved · 3 pending
Kayla FreemanImagine Financial wrote Transamerica Final Expense Express approved
pending state license// Hers ✅
Kayla FreemanImagine Financial wrote Transamerica Final Expense Express approved
pending state license // His ✅
Kayla FreemanImagine Financial wrote Mutual of Omaha IUL Express approved
✅✅✅ made some friends today
Kayla FreemanImagine Financial wrote American Amicable Senior Choice Immediate approved
approved ROP ✅ she was not having the waiting period but we talked and rebuilt the value on the follow up and now she wants to add another policy 💗
Kayla FreemanImagine Financial wrote Mutual of Omaha Living Promise Level pending
53 text messages and 80 calls later since FEBRUARY. Closed 🤝
Kayla FreemanImagine Financial wrote Mutual of Omaha IUL Express denied
closed over text - went to underwriting
Kayla FreemanImagine Financial wrote Mutual of Omaha IUL Express approved
matched with other bills - possible annuity client 👀 GREEN CHECKKK ✅
Kayla FreemanImagine Financial wrote Transamerica Final Expense Express approved
closed over text ✅
Kayla FreemanImagine Financial wrote Ethos TruStage WL approved
IMM DRAFT after 3 declines ✅ Happy Monday 💕
Kayla FreemanImagine Financial wrote Combined Insurance Whole Life Plus approved
IMM Draft - hatty for the 1st ✅
Kayla FreemanImagine Financial wrote Transamerica Final Expense Express approved
IMM Draft ✅
Kayla FreemanImagine Financial wrote American Amicable Senior Choice Immediate approved
my dads friend reached out for coverage ✅
Kayla FreemanImagine Financial wrote Mutual of Omaha Accidental approved
Client called to up coverage ✅ getting his wife covered next and we are officially besties. 💕 serve serve serve
Kayla FreemanImagine Financial wrote American Amicable Senior Choice Immediate pending
🟡
Kayla FreemanImagine Financial wrote Instabrain Final Expense approved
Pending license— 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 💕