Nate Beatty
Peak Financial · Peak Financial · Upline Bree Starr
Month rank
#49 / 74
Personal monthly goal
$3,550
of $20K · 18%
Today
$0
This week
$0
This month
$3,550
Lifetime AP
$23,387
17 sales logged
Average AP
$1,376
Biggest sale
$2,911
Streak
-
log a sale to start one
Approved
88%
15 approved · 2 pending
Last 30 days
Carrier mix
Recent sales
Nate BeattyPeak Financial wrote Mutual of Omaha IUL Express approved
mortgage protected for a young 21 year old
Nate BeattyPeak Financial wrote Foresters Financial Strong Foundation pending
had to pivot to medical and he decided to do more coverage we will see
Nate BeattyPeak Financial wrote Foresters Financial Smart UL denied
any one have any options he has type 2 diabetes and got declined through forestors for it but is not on isulin
Nate BeattyPeak Financial wrote American Amicable Intelligent Choice IUL denied
fingers crossed not feeling to confident on it went through 4 apps and 2 hours of trying to get her approved
Nate BeattyPeak Financial wrote Ethos TruStage WL approved
converted her having a term to whole life
Nate BeattyPeak Financial wrote Mutual of Omaha Living Promise Level approved
called him yesterday said he had policy hung up called him back today and got him sold. Never be scared to follow up!
Nate BeattyPeak Financial wrote Corebridge GIWL approved
had to go through hoops with this one got declided twice through 2 other carrieres and we got her approved finally