👑

Uly's Book of Business

Reign Financial · carrier statuses via MyUniTrust · year to date · tap a client for everything

46
apps YTD
$32,328
paid APV · 29
$9,628
in flight · 6
72%
placement (80% gate)
Needs attention · 6
JENNIFER DELEONAPPROVED$805
Phone(415) 847-2509
Email6deleonjennifer@gmail.com
DOB06/15/2001
CityROHNERT PARK - CA
Lead sourceMortgage Protection
Client ID507161222
CarrierSBLI
ProductEASY TRACK TERM
Premium$67.09/mo
Coverage$792,000 · 30 Years
APV$805.08
Writing #149799
App typeE-App · Virtual
Application09/17/2026
Submitted09/17/2026
At carrier09/17/2026
Last update09/17/2026
LORRAINE ESPITALLIERAPPROVED$2,117
Phone(619) 347-4881
Emaillestitallier24@gmail.com
DOB02/01/1951
CityPLUMAS LAKE - CA
Lead sourceMortgage Protection
Client ID506528352
CarrierTRANSAMERICA
ProductFF IUL II Express
Premium$176.39/mo
Coverage$21,000 · 5 Years
APV$2,116.68
Writing #MLSR168441
App typeE-App · Virtual
Application09/16/2026
Submitted09/16/2026
At carrier09/16/2026
Last update09/16/2026
ERIC FORRESTPENDING NO REQUIREMENTS$3,729
Phone(208) 241-3206
Emailcandldaddy@gmail.com
DOB07/16/1972
CityROCK SPRINGS - WY
Lead sourceMortgage Protection
Client ID507158288
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$310.79/mo
Coverage$200,000 · 10 Years
APV$3,729.48
Policy #BU7014424
Writing #1324063
App typeE-App · Virtual
Application09/15/2026
Submitted09/15/2026
At carrier09/15/2026
Last update09/17/2026
Viola DeckerPENDING REQUIREMENTS$1,169
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 9/9/2026 Completed: Status: Outstanding Action: KC | Kayla Curtis - ADMIN | 9/10/26
Phone(307) 365-2772
Emailgigi3gem@gmail.com
DOB05/31/1957
CityCHEYENNE - WY
Lead sourceMortgage Protection
Client ID507047542
CarrierAMERICO
ProductEagle Premier Series
Premium$97.43/mo
Coverage$20,000 · 5 Years
APV$1,169.16
Policy #AM03672799
Writing #DPAC91
App typeE-App · Virtual
Application09/09/2026
Submitted09/09/2026
At carrier09/09/2026
Last update09/10/2026
Sandy MingayPENDING REQUIREMENTS$1,126
📋 3 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/27/2026 KC | Kayla Curtis - ADMIN | 8/28/26 | 12/31/69
Phone(503) 550-8220
Emailsandycolewolf@gmail.com
DOB12/11/1978
CityWILLOWS - CA
Lead sourceMortgage Protection
Client ID506950192
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$93.85/mo
Coverage$90,000 · 15 Years
APV$1,126.20
Policy #BU6961521
Writing #1324063
App typeE-App · Virtual
Application08/27/2026
Submitted08/27/2026
At carrier08/27/2026
Last update09/08/2026
Francisco ArriagaPENDING REQUIREMENTS$681
📋 3 | Pending | 8/14/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/14/2026 KC | Kayla Curtis - ADMIN | 8/14/26 | 8/18/26
Phone(805) 509-1005
Emailarriaga146@yahoo.com
DOB11/13/1991
CityOXNARD - CA
Lead sourceMortgage Protection
Client ID506775938
CarrierMUTUAL OF OMAHA
ProductIndexed UL Express
Premium$56.76/mo
Coverage$99,000 · 5 Years
APV$681.12
Policy #BU6917138
Writing #1324063
App typeE-App · Virtual
Application08/13/2026
Submitted08/13/2026
At carrier08/13/2026
Last update08/28/2026
On the books — paid · 29
Jessica RennickPAID$783
📋 2 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | Not seeing on carrier site yet KC | Kayla Curtis - ADMIN | 9/15/26 | 12/31/69
Phone(307) 689-6156
Emailjessierennick@gmail.com
DOB12/24/1986
CityGILLETTE - WY
Lead sourceMortgage Protection
Client ID507158326
CarrierMUTUAL OF OMAHA
ProductIndexed UL Express
Premium$65.23/mo
Coverage$160,000 · 5 Years
APV$782.76
Policy #BU7010582
Writing #DPAC91
App typeE-App · Virtual
Application09/14/2026
Submitted09/14/2026
At carrier09/14/2026
Paid06/15/2026
Last update09/17/2026
EDUARDO FLORESPAID$921
Phone(323) 823-8922
Emailflores.eduardo82@yahoo.com
DOB08/12/1982
CityDSRT HOT SPGS - CA
Lead sourceMortgage Protection
Client ID507194675
CarrierAMERICO
ProductTerm 125
Premium$76.74/mo
Coverage$185,000 · 15 Years
APV$920.88
Policy #AM03685352
Writing #DPAC91
App typeE-App · Virtual
Application09/14/2026
Submitted09/14/2026
At carrier09/14/2026
Paid09/14/2026
Last update09/15/2026
Adriana MendozaPAID$683
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | CA ABR REPLACEMENT FORM Ordered: 09/08/2026 Reached out to inform agent KC | Kayla Curtis - ADMIN | 9/8/26
Phone(760) 704-2721
Emailadriana.mendoza54@gmail.com
DOB11/18/1994
CityMoreno Valley - CA
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$56.91/mo
Coverage$333,000 · 15 Years
APV$682.92
Policy #BU6989050
Writing #1324063
App typeE-App · Virtual
Application09/06/2026
Submitted09/06/2026
At carrier09/06/2026
Paid09/09/2026
Last update09/10/2026
Gabriel MunozPAID$622
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | CA ABR REPLACEMENT FORM Ordered: 09/08/2026 Reached out to agent to inform KC | Kayla Curtis - ADMIN | 9/8/26
Phone(978) 390-9498
Emailgabriel.c.munoz24@gmail.com
DOB10/31/2000
CityMORENO VALLEY - CA
Lead sourceMortgage Protection
Client ID506738758
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$51.87/mo
Coverage$333,000 · 15 Years
APV$622.44
Policy #BU6989038
Writing #1324063
App typeE-App · Virtual
Application09/06/2026
Submitted09/06/2026
At carrier09/06/2026
Paid09/09/2026
Last update09/10/2026
Melody HolmPAID$736
Phone(760) 485-1828
Emailmelodyholm@gmail.com
DOB11/06/1957
CityPALM DESERT - CA
Lead sourceMortgage Protection
Client ID506900031
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$61.31/mo
Coverage$5,000 · 5 Years
APV$735.72
Policy #W561156
Writing #L000282002
App typeE-App · Virtual
Application09/04/2026
Submitted09/04/2026
At carrier09/04/2026
Paid09/04/2026
Last update09/10/2026
Cailyn MitchellPAID$854
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 09/02/2026 KC | Kayla Curtis - ADMIN | 9/2/26
Phone(951) 265-8628
Emailmitchellcailyn@gmail.com
DOB02/21/1997
CityMenifee - CA
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$71.16/mo
Coverage$430,000 · 20 Years
APV$853.92
Policy #BU6975843
Writing #1324063
App typeE-App · Virtual
Application09/01/2026
Submitted09/01/2026
At carrier09/01/2026
Paid09/04/2026
Last update09/04/2026
PRESTON MITCHELLPAID$937
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 09/02/2026 KC | Kayla Curtis - ADMIN | 9/2/26
Phone(951) 473-9934
Emailprestonmitchell1996@gmail.com
DOB02/12/1996
CityMENIFEE - CA
Lead sourceMortgage Protection
Client ID506866193
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$78.05/mo
Coverage$430,000 · 20 Years
APV$936.60
Policy #BU6975795
Writing #1324063
App typeE-App · Virtual
Application09/01/2026
Submitted09/01/2026
At carrier09/01/2026
Paid09/04/2026
Last update09/04/2026
RICARDO MACIASPAID$1,174
Phone(626) 820-3518
Emailwhikez07@gmail.com
DOB02/24/1983
CityFONTANA - CA
Lead sourceMortgage Protection
Client ID506899700
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$97.86/mo
Coverage$270,000 · 15 Years
APV$1,174.32
Policy #BU6965836
Writing #1324063
App typeE-App · Virtual
Application08/28/2026
Submitted08/28/2026
At carrier08/28/2026
Paid08/31/2026
Last update08/31/2026
Jeffrey MingayPAID$1,551
Phone(503) 550-8220
Emailsandycolewolf@gmail.com
DOB10/03/1974
CityWillows - CA
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$129.25/mo
Coverage$90,000 · 15 Years
APV$1,551.00
Policy #BU6961613
Writing #1324063
App typeE-App · Virtual
Application08/27/2026
Submitted08/27/2026
At carrier08/27/2026
Paid08/28/2026
Last update08/28/2026
IRVING TORRES-SERRANOPAID$620
Phone(442) 225-8695
Emailixtorress13@gmail.com
DOB06/13/1991
CityIMPERIAL - CA
Lead sourceMortgage Protection
Client ID506950104
CarrierMUTUAL OF OMAHA
ProductIndexed UL Express
Premium$51.66/mo
Coverage$90,000 · 5 Years
APV$619.92
Policy #BU6953951
Writing #1324063
App typeE-App · Virtual
Application08/25/2026
Submitted08/25/2026
At carrier08/25/2026
Paid08/26/2026
Last update08/26/2026
ROBERT ROUMASPAID$1,685
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/25/2026 KC | Kayla Curtis - ADMIN | 8/26/26
Phone(707) 365-0882
Emailroumas@gmail.com
DOB10/29/1959
CityPETALUMA - CA
Lead sourceMortgage Protection
Client ID506916261
CarrierMUTUAL OF OMAHA
ProductLiving Promise Level
Premium$140.44/mo
Coverage$20,000 · 5 Years
APV$1,685.28
Policy #BU6953669
Writing #1324063
App typeE-App · Virtual
Application08/25/2026
Submitted08/25/2026
At carrier08/25/2026
Paid08/31/2026
Last update08/31/2026
GLORIA GARCIAPAID$885
Phone(209) 227-9467
Emailgloria_garcia44@yahoo.com
DOB10/01/1986
CitySTOCKTON - CA
Lead sourceMortgage Protection
Client ID506856178
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$73.75/mo
Coverage$420,000 · 10 Years
APV$885.00
Policy #BU6950162
Writing #1324063
App typeE-App · Virtual
Application08/25/2026
Submitted08/25/2026
At carrier08/25/2026
Paid08/25/2026
Last update08/25/2026
Edgardo MurrayPAID$1,737
Phone(209) 405-4585
DOB03/14/1982
CityStockton - CA
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$144.77/mo
Coverage$420,000 · 10 Years
APV$1,737.24
Policy #BU6950150
Writing #1324063
App typeE-App · Virtual
Application08/25/2026
Submitted08/25/2026
At carrier08/25/2026
Paid08/25/2026
Last update08/25/2026
Chelsea HensonPAID$820
📋 1 | Pending | 8/20/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/20/2026 KC | Kayla Curtis - ADMIN | 8/20/26
Phone(541) 260-5014
Emailcstrode515@hotmail.com
DOB05/15/1992
CityCoos Bay - OR
Lead sourceMortgage Protection
CarrierMUTUAL OF OMAHA
ProductIndexed UL Express
Premium$68.35/mo
Coverage$200,000 · 5 Years
APV$820.20
Policy #BU6936726
Writing #1324063
App typeE-App · Virtual
Application08/19/2026
Submitted08/19/2026
At carrier08/19/2026
Paid08/24/2026
Last update08/24/2026
Sandra AlasPAID$486
Phone(213) 776-9985
Emailalassandra996@gmail.com
DOB01/19/2004
CityRIALTO - CA
Lead sourceMortgage Protection
Client ID506812854
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$40.47/mo
Coverage$278,000 · 20 Years
APV$485.64
Policy #BU6920788
Writing #1324063
App typeE-App · Virtual
Application08/14/2026
Submitted08/14/2026
At carrier08/14/2026
Paid08/17/2026
Last update08/17/2026
Clara ThompsonPAID$1,647
Phone(714) 866-1642
DOB01/18/1948
CityLAKE ELSINORE - CA
Lead sourceMortgage Protection
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$137.28/mo
Coverage$8,500 · 5 Years
APV$1,647.36
Policy #W560793
Writing #L000282002
App typeE-App · Virtual
Application08/12/2026
Submitted08/12/2026
At carrier08/12/2026
Paid08/12/2026
Last update08/18/2026
FRANCISCO MATAPAID$570
📋 1 | Pending | 8/3/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/03/2026 KC | Kayla Curtis - ADMIN | 8/3/26
Phone(909) 665-7382
DOB11/02/1956
CityCOLTON - CA
Lead sourceMortgage Protection
Client ID506562736
CarrierMUTUAL OF OMAHA
ProductLiving Promise Graded
Premium$47.52/mo
Coverage$6,000 · 5 Years
APV$570.24
Policy #BU6873729
App typeE-App · Virtual
Application07/31/2026
Submitted07/31/2026
At carrier07/31/2026
Paid08/10/2026
Last update09/15/2026
Jason GomezPAID$946
Phone(209) 327-5594
Emailgomez1881@sbcglobal.net
DOB10/18/1983
CityLodi - CA
CarrierAMERICO
ProductInstant Decision IUL
Premium$78.80/mo
Coverage$200,000 · 5 Years
APV$945.60
Policy #AM03511999
Writing #DPAC91
App typeE-App · Virtual
Application07/24/2026
Submitted07/24/2026
At carrier07/24/2026
Paid07/26/2026
Last update09/15/2026
Kimberly GarciaPAID$1,341
Phone(209) 513-0599
Email69kim.garcia@gmail.com
DOB06/19/1968
CitySTOCKTON - CA
Lead sourceMortgage Protection
Client ID506545719
CarrierAMERICO
ProductTerm Payment Protector
Premium$111.73/mo
Coverage$146,000 · 15 Years
APV$1,340.76
Policy #AM03506439
Writing #DPAC91
App typeE-App · Virtual
Application07/23/2026
Submitted07/23/2026
At carrier07/23/2026
Paid07/23/2026
Last update09/15/2026
Dannika MontgomeryPAID$560
Phone(707) 479-3249
Emaildannikamontgomery27@gmail.com
DOB07/24/1987
CitySanta Rosa - CA
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$46.63/mo
Coverage$25,000 · 5 Years
APV$559.56
Policy #W560474
App typeE-App · Virtual
Application07/21/2026
Submitted07/21/2026
At carrier07/21/2026
Paid08/13/2026
Last update09/15/2026
JASON MONTGOMERYPAID$1,096
Phone(707) 318-4278
Emailjmm707@gmail.com
DOB02/07/1979
CitySANTA ROSA - CA
Lead sourceMortgage Protection
Client ID506436482
CarrierAMERICO
ProductTerm Payment Protector
Premium$91.32/mo
Coverage$270,000 · 15 Years
APV$1,095.84
Policy #AM03499674
Writing #DPAC91
App typeE-App · Virtual
Application07/21/2026
Submitted07/21/2026
At carrier07/21/2026
Paid08/01/2026
Last update09/15/2026
Terry LopezPAID$1,054
Phone(209) 974-7055
Email5364CHEV@GMAIL.COM
DOB11/25/1962
CityLODI - CA
Lead sourceMortgage Protection
Client ID506437814
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$87.80/mo
Coverage$7,000 · 5 Years
APV$1,053.60
Policy #W560457
App typeE-App · Virtual
Application07/21/2026
Submitted07/21/2026
At carrier07/21/2026
Paid07/21/2026
Last update09/15/2026
JOSE ALCALANPAID$1,707
Phone(831) 207-3891
Emailjosealcalan.1@gmail.com
DOB05/12/1970
CityHOLLISTER - CA
Lead sourceMortgage Protection
Client ID505885660
CarrierAMERICO
ProductTerm Payment Protector
Premium$142.25/mo
Coverage$178,000 · 15 Years
APV$1,707.00
Policy #AM03495452
Writing #DPAC91
App typeE-App · Virtual
Application07/20/2026
Submitted07/20/2026
At carrier07/20/2026
Paid07/20/2026
Last update09/15/2026
Matthew KernenPAID$3,794
Phone(707) 592-2825
Emailwatermoc2008@yahoo.com
DOB10/24/1966
CityVACAVILLE - CA
Lead sourceMortgage Protection
Client ID506437863
CarrierAMERICO
ProductTerm Payment Protector
Premium$316.18/mo
Coverage$410,000 · 15 Years
APV$3,794.16
Policy #AM03490303
Writing #DPAC91
App typeE-App · Virtual
Application07/18/2026
Submitted07/18/2026
At carrier07/18/2026
Paid08/01/2026
Last update09/15/2026
Brianna MaackPAID$512
Phone(408) 607-3582
Emailcejabrianna@gmail.com
DOB04/05/1993
CityHollister - CA
CarrierAMERICO
ProductTerm Payment Protector
Premium$42.69/mo
Coverage$320,000 · 15 Years
APV$512.28
Policy #AM03486131
Writing #DPAC91
App typeE-App · Face-to-face
Application07/16/2026
Submitted07/16/2026
At carrier07/16/2026
Paid07/16/2026
Last update09/15/2026
Brandon MaackPAID$896
Phone(408) 722-1590
Emailbrandonmaack@yahoo.com
DOB03/26/1992
CityHOLLISTER - CA
Lead sourceMortgage Protection
Client ID506219720
CarrierAMERICO
ProductTerm Payment Protector
Premium$74.70/mo
Coverage$320,000 · 15 Years
APV$896.40
Policy #AM03486101
Writing #DPAC91
App typeE-App · Virtual
Application07/16/2026
Submitted07/16/2026
At carrier07/16/2026
Paid07/16/2026
Last update09/15/2026
Shawn VanburenPAID$1,722
Phone(707) 688-1085
Emailshawnvanburen@icloud.com
DOB07/24/1971
CityFAIRFIELD - CA
Lead sourceMortgage Protection
Client ID506341548
CarrierAMERICO
ProductTerm Payment Protector
Premium$143.51/mo
Coverage$225,000 · 15 Years
APV$1,722.12
Policy #AM03485580
Writing #DPAC91
App typeE-App · Virtual
Application07/16/2026
Submitted07/16/2026
At carrier07/16/2026
Paid07/16/2026
Last update09/15/2026
Michael LawsonPAID$1,025
📋 1 | Pending | 7/16/26 | Overdue | Ulysses Hernandez | POLICY STATUS: Approved, not issued KC | Kayla Curtis - ADMIN | 7/16/26
Phone(209) 303-9262
Emailmlawson2605@gmail.com
DOB09/11/1975
CityTurlock - CA
CarrierAMERICO
ProductTerm Payment Protector
Premium$85.39/mo
Coverage$194,000 · 15 Years
APV$1,024.68
Policy #AM03477210
Writing #DPAC91
App typeE-App · Virtual
Application07/14/2026
Submitted07/14/2026
At carrier07/14/2026
Paid08/14/2026
Last update09/15/2026
Phillip MahanPAID$964
📋 1 | Pending | 7/16/26 | Overdue | Ulysses Hernandez | POLICY STATUS:Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 7/15/2026 Completed: 7/16/2026 Status: Completed Action: KC | Kayla Curtis - ADMIN | 7/16/26
Phone(559) 786-4514
Emailcmahan8@att.net
DOB01/24/1972
CityVisalia - CA
CarrierAMERICO
ProductTerm Payment Protector
Premium$80.35/mo
Coverage$133,000 · 15 Years
APV$964.20
Policy #AM03477139
Writing #DPAC91
App typeE-App · Virtual
Application07/14/2026
Submitted07/14/2026
At carrier07/14/2026
Paid08/01/2026
Last update09/15/2026
Fell out · 11
Melody HolmDECLINED$348
📋 1 | Pending | 12/31/69 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 09/01/2026 KC | Kayla Curtis - ADMIN | 9/2/26
Phone(760) 485-1828
Emailmelodyholm@gmail.com
DOB11/06/1957
CityPALM DESERT - CA
Lead sourceMortgage Protection
Client ID506900031
CarrierMUTUAL OF OMAHA
ProductLiving Promise Graded
Premium$28.97/mo
Coverage$5,000 · 5 Years
APV$347.64
Policy #BU6975399
Writing #1324063
App typeE-App · Virtual
Application09/01/2026
Submitted09/01/2026
At carrier09/01/2026
Paid09/04/2026
Last update09/17/2026
Reg DonkinINCOMPLETE$456
📋 2 | Pending | 8/26/26 | Overdue | Ulysses Hernandez | Per UHL- There was a message sent to agent via the message center on the UHL portal on 8.19 asking for confirmation of the client's marital status, because the app says he is married but the beneficiary states life partner. A follow- up message was sent again on 8.26 about the same info being needed and stated that if it was not submitted by 9.1 that this policy willbe filed as incomplete. bb | Brianne Brege - ADMIN | 8/27/26 | 9/2/26
Phone(808) 351-6595
Emailregdonkin@gmail.com
DOB05/27/1977
CityRIGBY - ID0
Lead sourceMortgage Protection
Client ID506677029
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$37.96/mo
Coverage$12,000 · 5 Years
APV$455.52
Policy #U533920
Writing #L000282002
App typeE-App · Virtual
Application08/18/2026
Submitted08/18/2026
At carrier08/18/2026
Paid09/03/2026
Last update09/04/2026
Luis Rizo LizaolaNOT TAKEN$996
Phone(530) 318-5446
Emailemmagomez_2805@hotmail.com
DOB09/11/1990
CityDayton - NV
Lead sourceMortgage Protection
Client ID506598521
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$83.04/mo
Coverage$450,000 · 10 Years
APV$996.48
Policy #BU6893529
Writing #1324063
App typeE-App · Virtual
Application08/06/2026
Submitted08/06/2026
At carrier08/06/2026
Paid08/07/2026
Lapsed09/11/2026
Last update09/11/2026
Emma ZepedaNOT TAKEN$900
Phone(530) 318-4904
Emailemmagomez_2805@hotmail.com
DOB05/28/1988
CityDAYTON - NV
Lead sourceMortgage Protection
Client ID506598521
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$75.03/mo
Coverage$450,000 · 10 Years
APV$900.36
Policy #BU6893500
Writing #1324063
App typeE-App · Virtual
Application08/06/2026
Submitted08/06/2026
At carrier08/06/2026
Paid08/07/2026
Lapsed09/11/2026
Last update09/14/2026
Julio OrtizNOT TAKEN$1,071
📋 2 | Pending | 8/5/26 | Overdue | Ulysses Hernandez | Not seeing on carrier site KC | Kayla Curtis - ADMIN | 8/5/26 | 8/6/26
Phone(951) 772-2980
Emailj13ortiz13@gmail.com
DOB08/20/1988
CityHEMET - CA
Lead sourceMortgage Protection
Client ID506701893
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$89.26/mo
Coverage$332,000 · 20 Years
APV$1,071.12
Policy #BU6881732
Writing #1324063
App typeE-App · Virtual
Application08/04/2026
Submitted08/04/2026
At carrier08/04/2026
Paid08/07/2026
Lapsed08/20/2026
Last update08/20/2026
Lisa MartinelliNOT TAKEN$1,497
Phone(760) 887-0690
Emailmoneydrjohn@gmail.com
DOB02/15/1968
CityVICTORVILLE - CA
Lead sourceMortgage Protection
Client ID506508197
CarrierMUTUAL OF OMAHA
ProductLiving Promise Graded
Premium$124.76/mo
Coverage$44,000 · 5 Years
APV$1,497.12
Policy #BU6873753
App typeE-App · Virtual
Application07/31/2026
Submitted07/31/2026
At carrier07/31/2026
Paid08/03/2026
Lapsed09/08/2026
Last update09/15/2026
Luis MartinezDECLINED$1,115
📋 1 | Pending | 8/3/26 | Overdue | Ulysses Hernandez | AWAITING REVIEW Ordered: 08/03/2026 KC | Kayla Curtis - ADMIN | 8/3/26
Phone(323) 333-8919
Emaillnm0187@gmail.com
DOB12/21/1986
CityLos Angeles - CA
Lead sourceMortgage Protection
CarrierMUTUAL OF OMAHA
ProductTerm Life Express Simplified Issue
Premium$92.92/mo
Coverage$400,000 · 10 Years
APV$1,115.04
Policy #BU6873663
App typeE-App · Virtual
Application07/31/2026
Submitted07/31/2026
At carrier07/31/2026
Paid08/05/2026
Last update09/15/2026
Josefina VenegasFREE LOOK$1,047
Phone(626) 620-7161
Emailjosefinavenegas9@gmail.com
DOB07/09/2002
CityBAKERSFIELD - CA
Lead sourceMortgage Protection
Client ID506435926
CarrierAMERICO
ProductContinuation
Premium$87.21/mo
Coverage$450,000 · 15 Years
APV$1,046.52
Policy #AM03504000
Writing #DPAC91
App typeE-App · Virtual
Application07/22/2026
Submitted07/22/2026
At carrier07/22/2026
Paid07/22/2026
Lapsed09/08/2026
Last update09/15/2026
Dawne TrothFREE LOOK$854
Phone(559) 358-0471
Emaildawnetroth77@gmail.com
DOB07/07/1983
CityLEMOORE - CA
Lead sourceMortgage Protection
Client ID506437952
CarrierAMERICO
ProductTerm Payment Protector
Premium$71.20/mo
Coverage$225,000 · 20 Years
APV$854.40
Policy #AM03488527
Writing #DPAC91
App typeE-App · Virtual
Application07/17/2026
Submitted07/17/2026
At carrier07/17/2026
Paid08/01/2026
Lapsed08/04/2026
Last update09/15/2026
Brandy VanceFREE LOOK$498
📋 1 | Pending | 7/17/26 | Overdue | Ulysses Hernandez | POLICY STATUS: Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 7/15/2026 Completed: 7/16/2026 Status: Completed Action: KC | Kayla Curtis - ADMIN | 7/17/26
Phone(601) 917-7560
Emailbjmkvance05@aol.com
DOB11/24/1979
CityLittle Rock - MS
Lead sourceMortgage Protection
CarrierAMERICO
ProductTerm Payment Protector
Premium$41.46/mo
Coverage$74,000 · 25 Years
APV$497.52
Policy #AM03480720
Writing #DPAC91
App typeE-App · Virtual
Application07/15/2026
Submitted07/15/2026
At carrier07/15/2026
Paid07/22/2026
Lapsed07/28/2026
Last update09/15/2026
Carmen SalgadoINCOMPLETE$350
📋 2 | Pending | 7/23/26 | Overdue | Ulysses Hernandez | policy has moved from EFT to direct bill. This is either due to a banking error or a missed requirement. Agent needs to reach out to the carrier and client to get this resolved and move policy forward. Reached out to the agent to notify. bb | Brianne Brege - ADMIN | 7/23/26 | 7/30/26
Phone(626) 478-8036
Emailsalgadocarmen19@gmail.com
DOB04/19/1975
CityLA PUENTE - CA
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$87.52/mo
Coverage$10,000 · 5 Years
APV$350.08
Policy #W560317
App typeE-App · Virtual
Application07/12/2026
Submitted07/12/2026
At carrier07/12/2026
Paid07/30/2026
Last update09/15/2026

Statuses come from the carrier. 📋 = an open requirement, oldest ones cost placement. Pulled Sep 18, 2026.