Operations
Cases in review, requirements outstanding, and decisions tracked across carriers and brokerage partners.
| Case | Client | Product | Carrier | Status | Requirements | Underwriter |
|---|---|---|---|---|---|---|
| Thompson household — PruLife IUL $750kRef: PRU-2026-04-117 | David Thompson | Life | Prudential | Pending Requirements | 1 / 4 | J. MillsExclusive Brokerage |