Case FollowUp.xlsx

	A	B	C	D	E	F	G	H	I
1	Client Name	Company	Product	Policy Number	Status	Days	Update	Request

2	Donghui Zheng	Jackson VA Roth		20230902 Sammi Zheng Jackson - Perspective II	Signature pending		2023/09/24 20:02:45	181.91	9/2/2023
3				3300617532
4
5	Client Name	Company		Policy Number	Issue	Days	Update	Request
6	JAMES Ye	Transamerica	IUL	13960328	JAMES
7	Xuejiao Feng's daughter upgrade from Juvenial	Transamerica			2022/03/09 13:34:52 Sent	See Above		2022/03/07
8	Google Group			Done	MD/SMD/Licensee/Base 2021/11/04 done , jz214@googlegroups.com
9	Yunhua Fu	Transamerica		50E0033946
10		Open SEP with American Funds
11	Jingjing Wang	AIG Prudential		Rate upgrade B501596360
12	Yingdong & Sarah	W: 10/27/1993, Husband: 10/14/1974, Daughter: 9/9/2019
13	Julie Family	Follow up
14	Tang Dong/ LinYan			Tang Dong 12/24/70 02/05/1972 Lin Yan Elder 18, Smaller 11 \| No money now.
15	Fang Jie			Summary
16	Jingjing Wang	Nationwide		B501596360	Upgrade	550.39	2022/08/29 12:16:12	2022/08/29 12:16:12
17	Yinan	GUL Nationwide to $1M
18	Other clients GUL with Nationwide
19	Xingyi Li	NW		8000134283	Rate and LTC, got GC, wants to add LTC rider for NW,	500.90	2022/10/18 0:05:44	2022/10/18 0:05:44
20				68/2 73/10.
21	Sabrina Tang	Roth		Salary File 1099	~4000	Roth
22	Stevenson Tang	Roth		Salary File 1099	~3000	Roth
23	Home improvement			换洗手间橱柜， 96 inches 浴室橱柜， 5 feet， 60 inches 浴室橱柜 Living room 窗台。左门灯，车库门灯
24
25	Chen Xia	5/20/1964
26	Yunhua	06/09/1974
27	Lixin Ruan	3/1/1969
28
29	Sandy Xu	TA illustration request	40E0002960
30	James Ye/ Lina Du	Death Claim	13960328
31	Dong Wang	TA illustration request	50E0033911
32	Sandy Xu
33		B500905530
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