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Now the client sends back the request form

  Copy and paste this into the teleprompter:  

Hi it's                        from W.H. Steiner

We just received notice that you completed the illustration request form. I will notify you once the 702s Plan illustration is ready. Ok... Have a great day!

Remember to change your client status to

   step 3 engagement  

Step 3 is now complete! 

W.H. STEINER

601 Brickell Key Drive, Suite 700, Miami, Florida, 33131,

United States of America

Toll Free: 888-229-0947

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© 2024 W.H. STEINER. All Rights Reserved.

W.H. STEINER, LLC Florida Limited Liability Company

State Licensed Insurance Agency License Number # L117798.

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