Another Happy Client

06-Jun-2018
We love to share the great feedback we often recieve from clients. Here is one from one of our Pacific Life internal wholesalers.

"I wanted to let you know how grateful we are in the Newport territory to have Michelle as a scheduler. She has had a significant impact of finding new business that we would not otherwise find. Michelle has been responsible for well over $750k in illustrations and paid business and has also created several potential A producer relationships.

More recently, Michelle scheduled a call from me with [a highly sought-after advisor]. This conference call led to a premium financing case worth around $350k in illustrations. I scheduled a meeting with my Regional Vice President, which led to another meeting the between myself, the same advisor and the biggest premium financing advisor in the country.

We find that her continued efforts have signifcantly impacted our pipeline with new relationships and new business in the Newport region. I have no doubt that by the end of the year Michelle will be responsible for well over 6 figures in submitted and paid business."

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