Client approached us interested in the Life Insurance, so lead with that and then ask if they would like to review the other benefits, especially voluntary.
CASE NAME in GEN PRO: National Association of Home Builders
Put "08PRO" in case code
American National – Accident, DI, HI, CI and Life
Options Plus MEC
Options Plus Dental/Vision
BenAdvance referred to John Guadagno john@eharborny.com with a CC to Tim Varrone at LIBI
Eff. Date 10/1 first check 10/6