Mila Valtierra
Imagine Financial · Imagine Financial · Upline Chelsey Wolfe
Month rank
#65 / 74
Personal monthly goal
$1,080
of $30K · 4%
Today
$0
This week
$0
This month
$1,080
Lifetime AP
$14,745
16 sales logged
Average AP
$922
Biggest sale
$1,584
Streak
-
log a sale to start one
Approved
100%
16 approved · 0 pending
Last 30 days
Carrier mix
Recent sales
Mila ValtierraImagine Financial wrote Americo Eagle Select 1 approved
wife of one of my past clients
Mila ValtierraImagine Financial wrote Corebridge GIWL approved
his policy; he had bad health so I was able to really get into the "why", paint the picture & close
Mila ValtierraImagine Financial wrote Mutual of Omaha Living Promise Level approved
orginally she was just wanting to shop around; closed both her and her husband for coverage 🤝
Mila ValtierraImagine Financial wrote American Amicable Intelligent Choice IUL approved
declined w/ MOO but was able to get her same day coverage through AmAm for her daughter 🤝
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
disconnected inbound from this morning; f/u and closed him same night 🤝
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
client back on the books 🙏
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
wife's policy
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
called in only wanting quotes; closed him and his wife who I heard chillin in the background
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved
love the late night sales
Mila ValtierraImagine Financial wrote Mutual of Omaha Living Promise Level approved
client back on the books
Mila ValtierraImagine Financial wrote American Amicable Senior Choice Immediate approved