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JS

John Smith

OwnerSelfActive
DOB: Mar 15, 1958+1 323 555 0101j.smith@gmail.com

  • 2

    Goals

  • 4

    Policies

  • 4

    Documents

  • 1

    Advisors

Your Goals

  • Retirement

    x
    65%

  • Estate Planning

    x
    30%

Recent Activity

  • Annual review completed with Sarah Chen

    Dec 5, 2025

  • Medicare plan renewed — Humana Gold Plus HMO

    Jan 1, 2025

  • State Farm Home & Auto policy uploaded

    Jun 1, 2024

  • Driver license verification requested

    Dec 10, 2024

  • Umbrella policy recommendation sent

    Dec 8, 2024

Protection Policies

  • Humana

    Medicare

    Active

  • BlueCross

    Health

    Active

  • MetLife

    Life

    Active

  • State Farm

    P&C

    Renewal Soon

Your Assets

  • 1234 Maple Ave

    Primary Residence

  • Toyota Camry 2022

    Personal Vehicle

  • Chase Savings

    $24,500