👑

Kameha's Book of Business

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

6
apps YTD
$5,469
paid APV · 3
$3,699
in flight · 3
100%
placement (80% gate)
Needs attention · 3
Carlos CurielAPPROVED$1,464
DOB07/07/1967
CityMORENO VALLEY - CA
Lead sourceMortgage Protection
Client ID507229163
CarrierTRANSAMERICA
ProductFinal Expense Solutions
Premium$122.00/mo
Coverage$26,000 · 5 Years
APV$1,464.00
Writing #MLSR191218
App typeE-App · Virtual
Application09/16/2026
Submitted09/16/2026
At carrier09/16/2026
Last update09/16/2026
Jose RangelISSUED NOT PAID$1,563
DOB02/09/1955
CityPORTERVILLE - CA
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$130.24/mo
Coverage$8,000 · 5 Years
APV$1,562.88
Policy #W561269
Writing #L000283860
App typeE-App · Virtual
Application09/15/2026
Submitted09/15/2026
At carrier09/15/2026
Last update09/17/2026
Timothy BurnettPENDING REQUIREMENTS$672
📋 1 | Pending | 12/31/69 | Overdue | Kameha Meha Raul Garcia | POLICY STATUS: Approved, not issued Requirements: Resolve Producer Validation Error Form No: Requested For: Requested: 9/7/2026 Completed: Status: Pending Action: KC | Kayla Curtis - ADMIN | 9/8/26
DOB07/01/1993
CitySusanville - CA
CarrierAMERICO
ProductTerm Payment Protector
Premium$56.00/mo
Coverage$170,000 · 20 Years
APV$672.00
Policy #AM03663921
Writing #DPACC1
App typeE-App · Virtual
Application09/07/2026
Submitted09/07/2026
At carrier09/07/2026
Last update09/08/2026
On the books — paid · 3
Margie MontesPAID$615
DOB01/02/1953
CityPORTERVILLE - CA
CarrierAMERICO
ProductEagle Premier Series
Premium$51.24/mo
Coverage$8,000 · 5 Years
APV$614.88
Policy #AM03691358
Writing #DPACC1
App typeE-App · Virtual
Application09/15/2026
Submitted09/15/2026
At carrier09/15/2026
Paid09/16/2026
Last update09/17/2026
Ramond NavarroPAID$3,418
📋 2 | Pending | 9/9/26 | Overdue | Kameha Meha Raul Garcia | Called client about initial payment and to follow up with experience client did not answer 9/9/26 | Milton White | 9/9/26 | 9/9/26
DOB07/16/1957
CityExeter - CA
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$284.83/mo
Coverage$38,000 · 5 Years
APV$3,417.96
Policy #W561168
Writing #L000283860
App typeE-App · Virtual
Application09/07/2026
Submitted09/07/2026
At carrier09/07/2026
Paid09/08/2026
Last update09/11/2026
Mary RobinsonPAID$1,436
DOB06/26/1948
CityLas Vegas - NV
CarrierUNITED HOME LIFE
ProductFinal Expense WL
Premium$119.70/mo
Coverage$12,000 · 5 Years
APV$1,436.40
Policy #U534056
Writing #L000283860
App typeE-App · Virtual
Application08/20/2026
Submitted08/20/2026
At carrier08/20/2026
Paid08/27/2026
Last update08/27/2026

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