Operations
Active applications, statuses, requirements, and carrier references.
| Application | Client / Household | Product | Carrier | Status | Requirements | Submitted |
|---|---|---|---|---|---|---|
| Velasquez family — Florida Blue health enrollmentRef: FB-APP-2026-0421 | Maria VelasquezVelasquez Household | HealthBlueOptions Silver 1443 | Florida Blue | Submitted | 2 / 3 | Apr 29, 2026 |
| Thompson household — PruLife IUL $750kRef: PRU-2026-04-117 | David ThompsonThompson Household | LifePruLife IUL | Prudential | Under Review | 2 / 4 | Apr 26, 2026 |
| Brooks — Pacific Income Provider annuity ($425k 1035 exchange) | Karen BrooksBrooks Household | Retirement & WealthPacific Income Provider | Pacific Life | In Progress | 1 / 3 | — |