Operations
Premium, rollover, transfer, and 1035 exchange tracking with carrier and source institution status.
| Type | Client | Source → Receiving | Application / Policy | Amount | Status | Requested |
|---|---|---|---|---|---|---|
| 1035 Exchange | Karen Brooks | Vanguard→ Pacific Life | Brooks — Pacific Income Provider annuity ($425k 1035 exchange) | $425,000.00 | Waiting on Source | Apr 28, 2026 |