Mike Bermudez
Peak Financial · Peak Financial · Upline Bree Starr
Month rank
#61 / 74
Personal monthly goal
$1,442
of $10K · 14%
Today
$0
This week
$670
This month
$1,442
Lifetime AP
$3,553
6 sales logged
Average AP
$592
Biggest sale
$790
Streak
-
log a sale to start one
Approved
100%
6 approved · 0 pending
Last 30 days
Carrier mix
Recent sales
Mike BermudezPeak Financial wrote Americo Eagle Select 1 approved
Helped switch carriers for more coverage.
Mike BermudezPeak Financial wrote Corebridge GIWL denied
Odd. covered husband, but she didn’t respond to cover her. Ghosted.
Mike BermudezPeak Financial wrote Americo Eagle Select 3 denied
Was approved, but a visit to the doctor’s for the heart became a knockout. Pivoted to Chubb.
Mike BermudezPeak Financial wrote American Amicable term made simple denied
Hospitalization within 24mo made client ineligible. Client wants to circle back and try again after 24mo window. (In 2 more months)
Mike BermudezPeak Financial wrote Americo Eagle Select 1 approved
Approved, waiting on producer appointment verification. Inbound
Mike BermudezPeak Financial wrote Americo Eagle Select 1 approved
Referral. Approved. Pending on producer AML.
Mike BermudezPeak Financial wrote Transamerica Trendsetter LB denied
Client Cancelled. Transamerica took 3+ weeks and still had not been able to get medical history from doctor.