Nicolas Segreti
Peak Financial · Peak Financial · Upline Gabe Pickett
Month rank
- / 74
Personal monthly goal
$0
of $25K · 0%
Today
$0
This week
$0
This month
$0
Lifetime AP
$21,053
9 sales logged
Average AP
$2,339
Biggest sale
$6,000
Streak
-
log a sale to start one
Approved
33%
3 approved · 6 pending
Last 30 days
No production in this window yet.
Carrier mix
Recent sales
Nicolas SegretiPeak Financial wrote Ethos Whole Life approved
The power of following up. Divine timing. Her friend passed away this morning, she said lets get this done immediately.
Nicolas SegretiPeak Financial wrote National Life Group FlexLife pending
Email verfications on ipipeline is an asoblute nightmare [Couldn't find text messages PER USUAL]. After TWO HOURS of walking him through it, we got it done 😂 we're not giving up, no matter how long it takes.
Nicolas SegretiPeak Financial wrote National Life Group FlexLife pending
Shout out <@988584590807547974> and <@662776231359676438>, SurePortal works great. Made the client feed much more comfortable.