|
2108 |
5/2/2007 9:26:02 AM |
mik |
little |
Approved follow-up Call |
77 |
Keith |
Edinger |
276 Park Dr |
Sunbury |
PA |
|
5709880718 |
|
|
|
|
x |
|
Keith |
pretty cool guy. Seemed pretty interested.
|
10 |
|
am |
5/2/07 |
12 |
am |
|
2107 |
5/2/2007 8:15:26 AM |
mik |
little |
Approved follow-up Call |
78 |
Jack |
Bower |
710 Bennett St |
Montoursville |
PA |
|
5703682997 |
|
|
|
|
x |
|
jack |
is headin to his cabin right after he got off phone with me, so give him a week or two to get back to him
|
10 |
|
am |
5/2/07 |
9:30 |
am |
|
2106 |
5/2/2007 8:15:17 AM |
mik |
little |
Approved follow-up Call |
78 |
Jack |
Bower |
710 Bennett St |
Montoursville |
PA |
|
5703682997 |
|
|
|
|
x |
|
jack |
is headin to his cabin right after he got off phone with me, so give him a week or two to get back to him
|
10 |
|
pm |
5/2/07 |
9:30 |
am |
|
2105 |
5/2/2007 8:07:47 AM |
mik |
little |
Approved follow-up Call |
78 |
Guy |
York |
7552 Coleridge Rd |
Panama City |
FL |
|
8508741893 |
|
|
|
|
x |
|
Guy |
not the most pleasant man i have ever talked to but did approve all |
10 |
|
pm |
5/2/07 |
9:30 |
am |
|
2104 |
5/2/2007 7:37:37 AM |
mik |
little |
Approved follow-up Call |
78 |
Jewel |
Gay |
4930 Sharon Dr |
Panama City |
FL |
|
8508715837 |
|
|
|
|
x |
|
Jewel |
sure did not sound like she was 78 |
|
|
pm |
5/2/07 |
9:30 |
am |
|
2103 |
5/2/2007 7:37:01 AM |
mik |
little |
Approved follow-up Call |
69 |
Bobbie |
Buck |
4131 Russell Ln |
Panama City |
FL |
|
8507694317 |
|
|
|
|
x |
|
bobbie |
Bobbie is a woman, cll back nights
|
|
|
pm |
5/2/07 |
9:30 |
am |
|
2053 |
4/19/2007 11:07:14 AM |
mike |
hamseyah |
Approved follow-up Call |
69 |
Eva |
Mccatty |
3494 Copley Ave |
San Diego |
CA |
|
6192831872 |
|
|
|
|
x |
|
Eva |
very "proper" I think she was English. Very busy woman and nights are best
|
nights |
|
|
4/19/07 |
11 |
am |
|
2052 |
4/19/2007 10:43:44 AM |
mike |
hamseyah |
Approved follow-up Call |
79 |
Dorothy |
Garrison |
4543 36th St |
San Diego |
CA |
|
6192820835 |
|
|
|
|
x |
|
dot |
a little put off by how we got her number. But seemed to loosen up
|
1042 |
|
am |
4/19/07 |
1043 |
am |
|
2202 |
5/15/2007 12:16:21 PM |
mike |
haprster |
Approved follow-up Call |
69 |
Shirley |
Trutt |
336 Reedy Rd |
New Columbia |
PA |
|
5705680232 |
|
|
|
|
x |
|
shirley |
shirley was nice buyt speeak up just alittle |
3 |
|
pm |
5/15/07 |
noon |
am |
|
2201 |
5/15/2007 12:15:19 PM |
mike |
haprster |
Approved follow-up Call |
73 |
Arthur |
Pennycoff |
133 Linden St |
Sunbury |
PA |
|
5702864746 |
|
|
|
|
x |
|
arthur |
arthur is not home much during the day so try nights |
6 |
|
pm |
5/15/07 |
noon |
am |
|
2188 |
5/11/2007 10:46:28 AM |
mike |
harpster |
Approved follow-up Call |
69 |
Richard |
Wible |
730 State Route 405 |
Milton |
PA |
|
5705231649 |
|
|
|
|
x |
|
richard |
Caught him on his lunch break. Nice guy but call back after 6pm
|
6 |
|
pm |
5/11/07 |
145 |
pm |
|
2182 |
5/10/2007 11:27:27 AM |
mike |
harpster |
Approved follow-up Call |
76 |
James |
Cannon |
1255 Hoy Rd |
Milton |
PA |
|
5707427056 |
|
|
|
|
x |
|
jim |
Jim was ok guy. Said he would look at the info but make no promises
|
230 |
|
pm |
5/10/07 |
230 |
pm |
|
2181 |
5/10/2007 10:54:17 AM |
mike |
harpster |
Approved follow-up Call |
75 |
Elbert |
Wolf |
213 N Water St |
Selinsgrove |
PA |
|
5703746043 |
|
|
|
|
x |
|
mrs wolf |
mrs wolf was very nice to me, said to send the info and she would have elbert look at it….call back after 5pm
|
530 |
|
pm |
5/10/07 |
2 |
pm |
|
2171 |
5/9/2007 10:09:41 AM |
mike |
harpster |
Approved follow-up Call |
79 |
Annabelle |
Keiser |
1713 Sand Hill Rd |
Montoursville |
PA |
|
5703239579 |
|
|
|
|
x |
|
Annabelle |
nice guy. Confirmed everything and showed some interest.
|
1 |
|
pm |
5/9/07 |
1030 |
am |
|
2170 |
5/9/2007 10:09:04 AM |
mike |
harpster |
Approved follow-up Call |
77 |
Loren |
Bower |
129 Sunset Dr |
Montoursville |
PA |
|
5703681896 |
|
|
|
|
x |
|
loren |
nice guy. Confirmed everything and showed some interest.
|
11 |
|
am |
5/9/07 |
1030 |
am |
|
2150 |
5/7/2007 4:29:41 PM |
mike |
harpster |
Approved follow-up Call |
71 |
Robert |
Guthrie |
1008 Monroe Rd |
Montoursville |
PA |
|
5703682785 |
|
|
|
|
x |
|
mrs guthrie |
Bob was not home but mrs guthrie said she and her husaband would be happy to look at the info |
730 |
|
pm |
5/7/07 |
730 |
pm |
|
2131 |
5/4/2007 8:15:02 AM |
mike |
harpster |
Approved follow-up Call |
65 |
Robert |
Holdren |
101 Peach St |
Selinsgrove |
PA |
|
5703747074 |
|
|
|
|
x |
|
Bob |
never around in the mornings he said. so call back nights |
6 |
|
pm |
5/4/07 |
1113 |
am |
|
2129 |
5/4/2007 7:46:56 AM |
mike |
harpster |
Approved follow-up Call |
65 |
Dallas |
Spigelmyer |
219 Pleasant Dr |
Selinsgrove |
PA |
|
5703748985 |
|
|
|
|
x |
|
Dallas |
was not the most trusting "but if it is real, send it and i will look at it" |
10 |
|
am |
5/4/07 |
10 |
am |
|
2128 |
5/4/2007 7:46:01 AM |
mike |
harpster |
Approved follow-up Call |
69 |
Augusta |
James |
26 Banyan St |
Selinsgrove |
PA |
|
5707434220 |
|
|
|
|
x |
|
augusta |
very nce lady. She was a little tired this moring. think i woke her up |
10 |
|
am |
5/4/07 |
10 |
am |
|
2125 |
5/3/2007 3:58:59 PM |
mike |
harpster |
Approved follow-up Call |
71 |
Sandra |
Wheeland |
628 N Montour St Apt 2 |
Montoursville |
PA |
|
5703682762 |
|
|
|
|
x |
|
Sandra |
was actually a pretty rude person. Funny thing was she did agree to the info
|
6 |
|
pm |
5/3/07 |
6 |
pm |
|
2124 |
5/3/2007 3:58:27 PM |
mike |
harpster |
Approved follow-up Call |
75 |
Harold |
Neff |
1933 Mount View Ave |
Montoursville |
PA |
|
5703236716 |
|
|
|
|
x |
|
Mrs Neff |
Mrs Neff was more then accomdating and said to send the info and at the least she will look at it |
6 |
|
pm |
5/3/07 |
6 |
pm |
|
2117 |
5/3/2007 11:50:26 AM |
mike |
harpster |
Approved follow-up Call |
75 |
John |
Kutney |
1513 Fairview Dr |
Montoursville |
PA |
|
5703234468 |
|
|
|
|
x |
|
john |
not a bad guy at all. but very low key. not sure if it is really the best lead cuz i could not gage his interest level |
3 |
|
pm |
5/3/07 |
1141 |
am |
|
2098 |
5/1/2007 7:31:09 AM |
mike |
harpster |
Approved follow-up Call |
77 |
Mary |
Shuler |
2 Highland Dr |
Danville |
PA |
|
5702752484 |
|
|
|
|
x |
|
Mary |
seemd mildly interested but did agree to info and verify her info |
1030 |
|
am |
5/1/07 |
1030 |
am |
|
2097 |
5/1/2007 7:30:09 AM |
mike |
harpster |
Approved follow-up Call |
65 |
Joan |
Oberdorf |
220 Jackson Rd |
Danville |
PA |
|
5704373103 |
|
|
|
|
x |
|
joan |
mentioned she has CD interest |
9 |
|
am |
5/1/07 |
9 |
am |
|
2081 |
4/26/2007 10:40:37 AM |
mike |
harpster |
Approved follow-up Call |
65 |
Dallas |
Spigelmyer |
219 Pleasant Dr |
Selinsgrove |
PA |
|
5703748985 |
|
|
|
|
x |
|
dalas |
said he never signed up for any investment list but wold actuallylook at the info
|
5 |
|
pm |
4/26/07 |
130 |
pm |
|
2074 |
4/25/2007 1:37:16 PM |
mike |
harpster |
Approved follow-up Call |
69 |
Delores |
Reedy |
570 Klondike Rd |
Danville |
PA |
|
5702754448 |
|
|
|
|
x |
|
Delores |
not the most trusting person in the world. But she did approve the info
|
530 |
|
pm |
4/25/07 |
430 |
pm |
|
2073 |
4/25/2007 1:36:48 PM |
mike |
harpster |
Approved follow-up Call |
69 |
Ruth |
Thomas |
8 Park Ave |
Danville |
PA |
|
5702752113 |
|
|
|
|
x |
|
ruth |
make sure to call ruth after dinner
|
530 |
|
pm |
4/25/07 |
430 |
pm |
|
2045 |
4/18/2007 8:01:20 AM |
mike |
harpster |
Approved follow-up Call |
73 |
Joyce |
Speer |
1167 Smoketown Rd |
Lewisburg |
PA |
|
5705237329 |
|
|
|
|
x |
|
Joyce |
seemed like a very nice woman, said she would look at the info and then you may call her
|
11 |
|
am |
4/18/07 |
11 |
am |
|
2044 |
4/18/2007 8:01:13 AM |
mike |
harpster |
Approved follow-up Call |
73 |
Joyce |
Speer |
1167 Smoketown Rd |
Lewisburg |
PA |
|
5705237329 |
|
|
|
|
x |
|
Joyce |
seemed like a very nice woman, said she would look at the info and then you may call her
|
11 |
|
am |
4/18/07 |
11 |
am |
|
2043 |
4/18/2007 7:56:44 AM |
mike |
harpster |
Approved follow-up Call |
67 |
Eugene |
Jordan |
25 4th St |
Danville |
PA |
|
5702750670 |
|
|
|
|
x |
|
Eugene |
very grumpy sounding man. But is actually an ok guy so don’t be discouraged
|
11 |
|
am |
4/18/07 |
11 |
am |
|
2037 |
4/16/2007 6:48:58 AM |
mike |
harpster |
Approved follow-up Call |
65 |
Gary |
Sinnott |
235 W 4th St |
Bloomsburg |
PA |
|
5707845186 |
|
|
|
|
x |
|
Gary |
Not the most talkative guy in the world but pretty ok other then that.
|
9 |
|
am |
4/16/07 |
946 |
am |
|
2036 |
4/16/2007 6:48:15 AM |
mike |
harpster |
Approved follow-up Call |
71 |
Charles |
Mathias |
50 Harmon Ln |
Watsontown |
PA |
|
5705381163 |
|
|
|
|
x |
|
charles |
pretty nice guy, caught him on his way out. SO he could not chit chat much. Said he is available mostly late afternoon
|
4 |
|
pm |
4/16/07 |
946 |
am |
|
2155 |
5/8/2007 2:53:03 PM |
mike |
kelly |
Approved follow-up Call |
65 |
Barbara |
Bernier |
220 Boylston St Apt 1514 |
Boston |
MA |
|
6174823390 |
|
|
|
|
x |
|
anna |
speak up a little bit
|
530 |
|
pm |
5/8/07 |
600 |
pm |
|
2154 |
5/8/2007 2:47:36 PM |
mike |
kelly |
Approved follow-up Call |
67 |
Anna |
Palmarozzo |
110 Prince St |
Boston |
MA |
|
6177237293 |
|
|
|
|
x |
|
anna |
a very nice lady. Said she is not too cofortable discussing this stuff over the phone so she will look at info
|
530 |
|
pm |
5/8/07 |
530 |
pm |
|
2153 |
5/8/2007 2:47:03 PM |
mike |
kelly |
Approved follow-up Call |
79 |
Fay |
Campion |
151 Tremont St Apt 18f |
Boston |
MA |
|
6172025274 |
|
|
|
|
x |
|
fay |
very pleasant and seemed interested
|
530 |
|
pm |
5/8/07 |
530 |
pm |
|
2219 |
5/16/2007 3:43:47 PM |
mike |
littlepj |
Approved follow-up Call |
71 |
Rodney |
Winningham |
110 Spruce Ct |
Panama City |
FL |
|
8508714025 |
|
|
|
|
x |
|
Rod |
definately nights are best to call him |
6 |
|
pm |
5/16/07 |
643 |
pm |
|
2203 |
5/15/2007 1:55:14 PM |
mike |
littlepj |
Approved follow-up Call |
71 |
Celeste |
Leon |
5144 Lake Dr |
Panama City |
FL |
|
8509139454 |
|
|
|
|
x |
|
celeste |
very inquisitive like "how did u get my number, who are you again, where are you located" guess she was just being carfeul
|
5 |
|
pm |
5/15/07 |
5 |
pm |
|
2149 |
5/7/2007 4:24:22 PM |
mike |
littlepj |
Approved follow-up Call |
77 |
Raymond |
Scofield |
6506 Lake Dr |
Panama City |
FL |
|
8508712785 |
|
|
|
|
x |
|
ray |
Ray seemd to be interested. He was just sitting down to dinner but took a sec to answer the questions
|
7 |
|
pm |
5/7/07 |
730 |
pm |
|
2148 |
5/7/2007 4:23:53 PM |
mike |
littlepj |
Approved follow-up Call |
75 |
Wilburn |
Tiller |
5618 Lilly St |
Panama City |
FL |
|
8507632281 |
|
|
|
|
x |
|
Wilburn |
spoke to mrs tiller and she said she would have wilbur looka t info (he was not home but she wanted to get it sent asap)
|
7 |
|
pm |
5/7/07 |
730 |
pm |
|
2126 |
5/3/2007 4:04:59 PM |
mike |
littlepj |
Approved follow-up Call |
69 |
Sue |
Ward |
5025 Cherry St |
Panama City |
FL |
|
8507849620 |
|
|
|
|
x |
|
sue |
NOt the strongest yes i have heard but did seem mildly interested. |
7 |
|
pm |
5/3/07 |
6 |
pm |
|
2210 |
5/16/2007 7:51:49 AM |
mike |
mattei |
Approved follow-up Call |
75 |
Barbara |
Bohannan |
29340 Meadowlark St |
Livonia |
MI |
|
7345136598 |
|
|
|
|
x |
|
Barbara |
very pleasant
|
10 |
|
am |
5/16/07 |
10 |
am |
|
2209 |
5/16/2007 7:49:46 AM |
mike |
mattei |
Approved follow-up Call |
69 |
Ellwood |
Kirkpatrick |
15544 Belmont Ave |
Allen Park |
MI |
|
3133837311 |
|
|
|
|
x |
|
ellwood |
not the niceest guy in the world but agreed to all
|
|
|
|
5/16/07 |
10 |
am |
|
2206 |
5/15/2007 3:58:59 PM |
mike |
mattei |
Approved follow-up Call |
77 |
Stella |
Migliore |
9898 Melbourne Ave |
Allen Park |
MI |
|
3139288092 |
|
|
|
|
x |
|
stella |
hmmmm, not too sure how string this is, she was on the fence
|
6 |
|
pm |
5/15/07 |
6 |
pm |
|
2205 |
5/15/2007 3:58:59 PM |
mike |
mattei |
Approved follow-up Call |
77 |
Stella |
Migliore |
9898 Melbourne Ave |
Allen Park |
MI |
|
3139288092 |
|
|
|
|
x |
|
stella |
hmmmm, not too sure how string this is, she was on the fence
|
6 |
|
pm |
5/15/07 |
6 |
pm |
|
2204 |
5/15/2007 2:42:38 PM |
mike |
mattei |
Approved follow-up Call |
71 |
Patricia |
Langland |
11640 Fordline St Apt 201 |
Allen Park |
MI |
|
3133881674 |
|
|
|
|
x |
|
patricia |
vvery nice. Said it might take her a week or so to read over the info but she will
|
6 |
|
pm |
5/15/07 |
6 |
pm |
|
2178 |
5/10/2007 9:53:07 AM |
mike |
mattei |
Approved follow-up Call |
69 |
Mary |
James |
213 Pinewood Cir |
Plymouth |
MI |
|
7343546326 |
|
|
|
|
x |
|
mary |
Mary was cool. she def seemed interested |
12:15 |
|
am |
5/10/07 |
1130 |
am |
|
2177 |
5/10/2007 8:44:52 AM |
mike |
mattei |
Approved follow-up Call |
65 |
Thomas |
Grover |
590 Provincetown Ln |
Plymouth |
MI |
|
7344596685 |
|
|
|
|
x |
|
Thomas |
NIce man. not a lot to say though |
1145 |
|
am |
5/10/07 |
1130 |
am |
|
2176 |
5/10/2007 8:27:04 AM |
mike |
mattei |
Approved follow-up Call |
77 |
Jack |
Gatrell |
49825 9 Mile Rd |
Northville |
MI |
|
2483492019 |
|
|
|
|
x |
|
mrs gattrel |
Mrs Gettrel said Jack was ot but she was more then happy to help me. so we chatted for a bit and she confirmed all and accpeted info for jack |
12 |
|
pm |
5/10/07 |
1130 |
am |
|
2158 |
5/9/2007 7:14:19 AM |
mike |
mattei |
Approved follow-up Call |
75 |
Bernice |
Miller |
624 Merrimac Rd |
Canton |
MI |
|
7343979192 |
|
|
|
|
x |
|
bernice |
seemed to be on board with everything
|
930 |
|
am |
5/9/07 |
930 |
am |
|
2157 |
5/9/2007 7:13:40 AM |
mike |
mattei |
Approved follow-up Call |
65 |
Donald |
Horne |
253 Redfield Ct |
Canton |
MI |
|
7343972168 |
|
|
|
|
x |
|
mrs horne |
spoke to mrs horne, donald had just went out but she wanted to listen to my pitch and she accepted for him
|
|
|
pm |
5/9/07 |
930 |
am |
|
2116 |
5/3/2007 8:41:21 AM |
mike |
mattei |
Approved follow-up Call |
65 |
Theodore |
Mcdowell |
37506 Rhonswood Dr |
Northville |
MI |
|
2484771491 |
|
|
|
|
x |
|
Theodore |
does not sound like the strongest lead in the world but he did agree to look at the info
|
5 |
|
pm |
5/3/07 |
1141 |
am |
|
2115 |
5/3/2007 7:46:57 AM |
mike |
mattei |
Approved follow-up Call |
69 |
David |
Orear |
43540 Applewood Rd |
Canton |
MI |
|
7343970499 |
|
|
|
|
x |
|
mrs orear |
dave was not home but is wife verified everyuthing and said to send info (very nce lady)
|
5 |
|
pm |
5/3/07 |
10 |
am |
|
2114 |
5/3/2007 7:26:12 AM |
mike |
mattei |
Approved follow-up Call |
76 |
Alvin |
Huffman |
5624 Denton Rd |
Canton |
MI |
|
7344950546 |
|
|
|
|
x |
|
mrs huffman |
spoke with MRs huffman, she was very accomdating and said to send the info along and alvin wil look at it
|
5 |
|
pm |
5/3/07 |
10 |
am |
|
2109 |
5/2/2007 10:28:14 AM |
mike |
mattei |
Approved follow-up Call |
65 |
John |
Mosher |
14134 Franklin Dr |
Plymouth |
MI |
|
7344593077 |
|
|
|
|
x |
|
John |
not the least interested I have ever heard anyone but def not the MOST
|
120 |
|
pm |
5/2/07 |
1230 |
pm |
|
2093 |
4/30/2007 8:28:42 AM |
mike |
mattei |
Approved follow-up Call |
79 |
Beverly |
Wise |
15032 Maplewood Ln |
Plymouth |
MI |
|
7344200897 |
|
|
|
|
x |
|
bev |
very nice woman, not too comfortable with more investing but would like to see the info and make an "informed" decision.
|
6 |
|
pm |
4/30/07 |
1130 |
am |
|
2092 |
4/30/2007 7:28:01 AM |
mike |
mattei |
Approved follow-up Call |
75 |
Sandra |
Emery |
14 Hillcrest Rd |
Northville |
MI |
|
2484371381 |
|
|
|
|
x |
|
sandy |
quite a boisterous woman. Full of energy. Call back nights |
nights |
|
pm |
4/30/07 |
1028 |
am |
|
2091 |
4/30/2007 7:09:09 AM |
mike |
mattei |
Approved follow-up Call |
75 |
Thomas |
Zubick |
1098 Byron St Apt D |
Plymouth |
MI |
|
7342072661 |
|
|
|
|
x |
|
tom |
was very busy at work, so he said to jsut send the info and he will look at it . |
958 |
|
am |
4/30/07 |
957 |
am |
|
2080 |
4/26/2007 9:29:59 AM |
mike |
mattei |
Approved follow-up Call |
73 |
Marcia |
Campbell |
47829 Vistas Circle Dr N |
Canton |
MI |
|
7349274457 |
|
|
|
|
x |
|
marcia |
seemed very nice. She confirmed all but was headed out so no chit chat. Try after dinner
|
5 |
|
pm |
4/26/07 |
1230 |
pm |
|
2061 |
4/20/2007 12:46:29 PM |
mike |
mattei |
Approved follow-up Call |
69 |
Arthur |
Howland |
20965 Lujon Dr |
Northville |
MI |
|
2484765452 |
|
|
|
|
x |
|
mrs howland |
pretty nice woman. Not positive but thinks they still has a 401k puttering around somewhere
|
5 |
|
pm |
4/20/07 |
245 |
pm |
|
2060 |
4/20/2007 12:41:09 PM |
mike |
mattei |
Approved follow-up Call |
75 |
Wallace |
Hill |
47850 7 Mile Rd |
Northville |
MI |
|
2483493120 |
|
|
|
|
x |
|
mrs hill |
spoke to mrs hill and she confirmed everything thqat was needed and said she wold make sure her husband looked at the info
|
5 |
|
pm |
4/20/07 |
230 |
pm |
|
2049 |
4/19/2007 8:29:54 AM |
mike |
mattei |
Approved follow-up Call |
71 |
Nancy |
Miller |
41720 White Tail Ln |
Canton |
MI |
|
7343971333 |
|
|
|
|
x |
|
Nancy |
sounded like I just woke her up (at 11:am)
|
1130 |
|
am |
4/19/07 |
11 |
am |
|
2048 |
4/19/2007 8:27:02 AM |
mike |
mattei |
Approved follow-up Call |
67 |
Theresa |
Day |
2220 Berwick Dr |
Canton |
MI |
|
7343970398 |
|
|
|
|
x |
|
Theresa |
very nice lady. Is not too sure she will do anything but would like to look at the info
|
10 |
|
am |
4/19/07 |
10 |
am |
|
2046 |
4/18/2007 10:53:20 AM |
mike |
mattei |
Approved follow-up Call |
77 |
Mary |
Schwartz |
41891 South Dr |
Canton |
MI |
|
7343978713 |
|
|
|
|
x |
|
mary |
was very curious where we got her info. I explained that at one point she must have asked for info of this kind. She loosened up and agreed to the info
|
11 |
|
am |
4/18/07 |
1 |
pm |
|
2042 |
4/17/2007 10:54:53 AM |
mike |
mattei |
Approved follow-up Call |
67 |
Virginia |
Welsh |
15650 Green Lane Ave |
Livonia |
MI |
|
7344277381 |
|
|
|
|
x |
|
ginny |
"ginny" was pretty nice. Not too sure she will do anything but would like to at least see the info
|
2 |
|
pm |
4/17/07 |
12 |
pm |
|
2041 |
4/17/2007 9:13:28 AM |
mike |
mattei |
Approved follow-up Call |
67 |
Robert |
Crespi |
15384 E Blue Skies Ct |
Livonia |
MI |
|
7344642346 |
|
|
|
|
x |
|
bob |
said nghts would prob be best to call but he is not sure if he willl be able to go over the info right away so maybe wait aweek or2 |
|
|
|
4/17/07 |
12 |
pm |
|
2038 |
4/17/2007 8:35:13 AM |
mike |
mattei |
Approved follow-up Call |
71 |
Gary |
Roby |
28407 Wentworth St |
Livonia |
MI |
|
7345221883 |
|
|
|
|
x |
|
gary |
kind of grumbly at first but i gave him the no obligation speech and he loosened up |
|
|
|
4/17/07 |
11 |
am |
|
2031 |
4/13/2007 10:29:41 AM |
mike |
mattei |
Approved follow-up Call |
75 |
Joseph |
Bowles |
14955 Norman St |
Livonia |
MI |
|
7344641356 |
|
|
|
|
x |
|
mrs bowles |
another call where I got the wife. She was sooo skeptical but did confirm they have invested and said if it real, then send the info….NO IDEA how string this one will be
|
after 5 |
|
pm |
4/13/07 |
12 |
pm |
|
2030 |
4/13/2007 9:14:13 AM |
mike |
mattei |
Approved follow-up Call |
71 |
Richard |
Bixby |
15540 Nola Cir |
Livonia |
MI |
|
7344640721 |
|
|
|
|
x |
|
mrs bixby |
spoke with mrs bixby and she confirmed everything and said they will go over the info together.
|
after 5 |
|
pm |
4/13/07 |
12 |
pm |
|
2026 |
4/12/2007 1:00:41 PM |
mike |
mattei |
Approved follow-up Call |
75 |
William |
Davis |
14121 Harrison St |
Livonia |
MI |
|
7344228960 |
|
|
|
|
x |
|
bill |
nice guy, seemed intersted, a little grumpy at first cuz he was in a bit of a rush but settled down and listened
|
|
|
|
4/12/07 |
300 |
pm |
|
2025 |
4/12/2007 9:34:54 AM |
mike |
mattei |
Approved follow-up Call |
77 |
Joan |
Ball |
16252 Aldrich Ct |
Livonia |
MI |
|
7345912538 |
|
|
|
|
x |
|
Joan |
said they had an attorney that takes care of al lthat, so I suggested maybe they could take a look at the info together and see what is what and she agreed
|
12 |
|
pm |
4/12/07 |
11 |
am |
|
2023 |
4/12/2007 8:59:08 AM |
mike |
mattei |
Approved follow-up Call |
71 |
Phyllis |
Teubert |
15931 Deering St |
Livonia |
MI |
|
7344529165 |
|
|
|
|
x |
|
phyllis |
a little quirky. Kind of flakey, not too sure how good this will be but she did confirm all |
11 |
|
am |
4/12/07 |
11 |
am |
|
2022 |
4/12/2007 8:57:37 AM |
MIKE |
mattei |
Approved follow-up Call |
66 |
Robert |
Crespi |
15384 E Blue Skies Ct |
Livonia |
MI |
|
7344642346 |
|
|
|
|
x |
|
Bob |
asked if we would mond giving him a few weeks before the follow up, just so he has some time to red and digest the info
|
|
|
pm |
4/12/07 |
10 |
am |
|
2021 |
4/12/2007 7:50:21 AM |
MIKE |
mattei |
Approved follow-up Call |
65 |
Gregory |
Martin |
15111 Heyer St |
Livonia |
MI |
|
7344640903 |
|
|
|
|
x |
|
GREG |
Seemed pretty receptive, was a nice guy said he did have one of the investments but was not too comfortabel divulging his cuurent situation. nIGHTS ARE BETTER TO CALL
|
|
|
pm |
4/12/07 |
930 |
am |
|
2016 |
4/4/2007 4:15:06 PM |
mike |
mattei |
Approved follow-up Call |
65 |
Colin |
Giles |
14085 Ashurst St |
Livonia |
MI |
|
7344272905 |
|
|
|
|
x |
|
Mr Giles |
seemed like a pretty nice guy and seeemd to be interested. Confirmed everything
|
7 |
|
pm |
4/4/07 |
7 |
pm |
|
2015 |
4/4/2007 7:25:50 AM |
mike |
mattei |
Approved follow-up Call |
61 |
Virginia |
Johnson |
3900 W Jefferson Ave # 3940 |
Trenton |
MI |
|
7346925745 |
|
|
|
|
x |
|
Virginia |
Virginia was very nice, she is goingout of town for a few days so try her in about a week so she can have time to read the info
|
1030 |
|
am |
4/4/07 |
1030 |
am |
|
2014 |
4/3/2007 6:00:10 PM |
mike |
mattei |
Approved follow-up Call |
77 |
GLEN |
SHIPMAN |
214 CARRIAGE OAKS DR |
LIBERTY HILL |
TX |
78642 |
5125155390 |
|
|
|
|
x |
|
mrs shipman |
spoke to wife, said glenn was not home but she knows he would like the info so plesae send it
|
7 |
|
pm |
4/3/07 |
830 |
pm |
|
2013 |
4/3/2007 5:38:55 PM |
mike |
mattei |
Approved follow-up Call |
74 |
Mary |
Roy |
34527 Summers St |
Livonia |
MI |
|
7345224896 |
|
|
|
|
x |
|
Mary |
was pretty receptive. verified age and investments. said go ahead with the follow p call but earlier in the eve would be better |
7 |
|
pm |
4/3/07 |
830 |
pm |
|
2009 |
4/2/2007 5:08:33 PM |
mike |
mcgann |
Approved follow-up Call |
65 |
FIDENCIO |
PADILLA |
3709 CHEYENNE ST |
ROUND ROCK |
TX |
78664 |
5123105652 |
|
|
|
|
x |
|
mr padilla |
little tough on the english but def understood it. |
8 |
|
pm |
4/02/07 |
8 |
pm |
|
2006 |
3/21/2007 9:09:28 AM |
mike |
Mcgann |
Approved follow-up Call |
67 |
WILLIAM |
KELLEY |
14608 ROCK CLIFF DR |
LEANDER |
TX |
78641 |
5122599053 |
|
|
|
|
x |
|
bill |
you may call him bill. seemed to be genuinley interested. asked me about hte weather where i live...nice guy |
|
|
am |
3/21/07 |
930 |
am |
|
1999 |
3/19/2007 11:27:31 AM |
mike |
mcgann |
Approved follow-up Call |
64 |
FRANK |
MUNOZ |
14711 HONEYCOMB DR |
LEANDER |
TX |
78641 |
5122591226 |
|
|
|
|
x |
|
frank |
64 years YOUNG I was told. Funny guy. call back at night
|
|
|
pm |
3/19/07 |
12 |
pm |
|
2054 |
4/19/2007 12:31:35 PM |
mike |
ohanesian |
Approved follow-up Call |
73 |
ROBERT |
DEAVER |
93905 GREEN ACRES LN |
COOS BAY |
OR |
97420 |
5412673305 |
|
|
|
|
x |
|
Robery |
low key man. Seemd to be interested but not overly
|
12 |
|
pm |
4/19/07 |
12 |
am |
|
2019 |
4/5/2007 8:12:05 PM |
mike |
ohanesian |
Approved follow-up Call |
72 |
ROBERTA |
STACEY |
2207 LOMBARD ST |
NORTH BEND |
OR |
97459 |
5417560190 |
|
|
|
|
|
|
mr stacy |
Spoke with MR Tracy. He seemd on board to at least gibve the info a real look at.
|
7 |
|
pm |
4/5/07 |
8 |
pm |
|
2011 |
4/2/2007 6:03:15 PM |
mike |
ohanesian |
Approved follow-up Call |
70 |
LORRAINE |
RUSSELL |
1958 LINNELL AVE |
ROSEBURG |
OR |
97470 |
5416795279 |
|
|
|
|
x |
|
LORRAINE |
|
6 |
|
pm |
4/02/07 |
6 |
pm |
|
2010 |
4/2/2007 6:02:53 PM |
mike |
ohanesian |
Approved follow-up Call |
70 |
DARWIN |
ROYER |
372 W HICKORY ST |
ROSEBURG |
OR |
97470 |
5419571352 |
|
|
|
|
x |
|
mr royer |
darwin was ok, but did not like giving out his info to much. Would only say "over 70"
|
6 |
|
pm |
4/02/07 |
6 |
pm |
|
2003 |
3/20/2007 10:24:07 AM |
mike |
ohanesian |
Approved follow-up Call |
0 |
CAROL |
SMITH |
66642 E BAY RD |
NORTH BEND |
OR |
97459 |
5417560625 |
|
|
|
|
x |
|
carol |
was a little hesitant at first. And did not confirm her age. So not sure it is the strongest leasd but…..
|
|
|
am |
3/20/07 |
1011 |
am |
|
2002 |
3/20/2007 10:11:41 AM |
mike |
ohanesian |
Approved follow-up Call |
62 |
STEVEN |
CARPENTER |
457 BUCKHORN RD |
ROSEBURG |
OR |
97470 |
5416735850 |
|
|
|
|
x |
|
steve |
seemed pretty on board with the whole thing. Def done some inv in th epast
|
|
|
pm |
3/20/07 |
1011 |
am |
|
2211 |
5/16/2007 8:41:39 AM |
mike |
owen |
Approved follow-up Call |
71 |
Carlos |
Johnson |
1123 Blue Wing Ter |
Uppr Marlboro |
MD |
|
3012492516 |
|
|
|
|
x |
|
Mr Johnson |
spoke to mrs johnson, she confirmed everything for carlos and said to call back after 6
|
6 |
|
pm |
5/16/07 |
1130 |
am |
|
2200 |
5/15/2007 11:43:04 AM |
mike |
owen |
Approved follow-up Call |
67 |
Memphis |
King |
908 Peconic Pl |
Uppr Marlboro |
MD |
|
3014992168 |
|
|
|
|
x |
|
Memphis |
just a good ole boy. A little skeptical but did accept
|
12 |
|
pm |
5/15/07 |
noon |
am |
|
2199 |
5/15/2007 11:40:44 AM |
mike |
owen |
Approved follow-up Call |
65 |
Wanda |
Simms |
702 Carriage House Ln |
Uppr Marlboro |
MD |
|
3013505242 |
|
|
|
|
x |
|
wanda |
sweet heart. Very nice
|
12 |
|
pm |
5/15/07 |
noon |
am |
|
2183 |
5/10/2007 11:42:36 AM |
mike |
owen |
Approved follow-up Call |
71 |
Kenneth |
Southerland |
4000 Terrytown Ct |
Uppr Marlboro |
MD |
|
3019527407 |
|
|
|
|
x |
|
Kenneth |
decent guy. Did not seem overly interested but did agree to the info |
3 |
|
pm |
5/10/07 |
3 |
pm |
|
2173 |
5/9/2007 12:25:04 PM |
mike |
owen |
Approved follow-up Call |
71 |
James |
Diggs |
9345 Darcy Rd |
Uppr Marlboro |
MD |
|
3013365753 |
|
|
|
|
x |
|
jim |
little gravely in his voice so listen carefully
|
3 |
|
pm |
5/9/07 |
3 |
pm |
|
2145 |
5/7/2007 1:04:45 PM |
mike |
owen |
Approved follow-up Call |
67 |
Margaret |
Archie |
11303 Lenox Dr |
Uppr Marlboro |
MD |
|
3013360368 |
|
|
|
|
x |
|
margaret |
Miss Archie was very curious how we got her number but was in for getting the info
|
4 |
|
pm |
5/7/07 |
4 |
pm |
|
2144 |
5/7/2007 1:04:15 PM |
mike |
owen |
Approved follow-up Call |
77 |
Gwendolyn |
Vinson |
3602 Cousins Dr |
Glenarden |
MD |
|
3017736152 |
|
|
|
|
x |
|
gwen |
"gwen" was very nice and cooperative
|
4 |
|
pm |
5/7/07 |
4 |
pm |
|
2143 |
5/7/2007 1:03:41 PM |
mike |
owen |
Approved follow-up Call |
71 |
Horace |
Patrick |
9910 Quiet Glen Ct |
Springdale |
MD |
|
3013863924 |
|
|
|
|
x |
|
horace |
Not too on board but said he will look at info
|
3 |
|
pm |
5/7/07 |
3 |
pm |
|
2142 |
5/7/2007 1:03:02 PM |
mike |
owen |
Approved follow-up Call |
79 |
Lillie |
Wilson |
3304 Ladova Way |
Uppr Marlboro |
MD |
|
3013223595 |
|
|
|
|
x |
|
lillie |
Said she was cool with calling here anytime
|
3 |
|
pm |
5/7/07 |
3 |
pm |
|
2127 |
5/3/2007 4:25:01 PM |
mike |
owen |
Approved follow-up Call |
69 |
Grace |
Russell |
11007 Woodlawn Blvd |
Uppr Marlboro |
MD |
|
3013360853 |
|
|
|
|
x |
|
Grace |
very nice to talk to. After a day of cranky people she was a blessing
|
7 |
|
pm |
5/3/07 |
6 |
pm |
|
2102 |
5/1/2007 9:01:19 AM |
mike |
owen |
Approved follow-up Call |
71 |
Andrew |
Jenkins |
12704 Water Fowl Way |
Uppr Marlboro |
MD |
|
3013908256 |
|
|
|
|
x |
|
andrew |
a little aprehensive at first but loosend up |
noon |
|
pm |
5/1/07 |
12 |
pm |
|
2095 |
4/30/2007 2:07:33 PM |
mike |
owen |
Approved follow-up Call |
75 |
Peggy |
Butts |
10810 White House Rd |
Uppr Marlboro |
MD |
|
3013368353 |
|
|
|
|
x |
|
peggy |
very nice, a little skeptical but will look at info
|
5 |
|
pm |
4/30/07 |
5 |
pm |
|
2094 |
4/30/2007 9:54:50 AM |
mike |
owen |
Approved follow-up Call |
77 |
Warren |
Hogan |
11912 Berrybrook Ter |
Uppr Marlboro |
MD |
|
3018686956 |
|
|
|
|
x |
|
mrs hogan |
spoke to mrs.hogan She confirmed evertythign and said she would have her husband check it all out when it arrives
|
6 |
|
pm |
4/30/07 |
1254 |
am |
|
2079 |
4/26/2007 8:24:05 AM |
mike |
owen |
Approved follow-up Call |
73 |
Paul |
McDaniel |
10811 Hollaway Dr |
Uppr Marlboro |
MD |
|
3018688673 |
|
|
|
|
x |
|
Mrs Mcdaniel |
spoke to mrs. She confirmed evertythign and said she would have her husband check it all out when it arrives
|
530 |
|
pm |
4/26/07 |
1030 |
am |
|
2068 |
4/23/2007 8:56:35 AM |
mike |
owen |
Approved follow-up Call |
69 |
Peter |
Mcconville |
8426 Grandhaven Ave |
Uppr Marlboro |
MD |
|
3016276430 |
|
|
|
|
x |
|
Peter |
appeared to be somewhat interested. Was heading out so dod not get a chacme to get into a good conversation with him
|
1145 |
|
am |
4/23/07 |
10:30 |
am |
|
2067 |
4/23/2007 8:55:55 AM |
mike |
owen |
Approved follow-up Call |
65 |
Maureen |
Jordan |
8404 Wexford Rd |
Uppr Marlboro |
MD |
|
3016271646 |
|
|
|
|
x |
|
Maureen |
low talker, need to make sure you listen well
|
1030 |
|
am |
4/23/07 |
10:30 |
am |
|
2066 |
4/23/2007 8:54:45 AM |
mike |
owen |
Approved follow-up Call |
69 |
Addie |
Martin |
9706 Frank Tippett Rd |
Uppr Marlboro |
MD |
|
3018686081 |
|
|
|
|
x |
|
Addie |
did not seem overly interested but did say she would look at it.
|
10 |
|
am |
4/23/07 |
10 |
am |
|
2198 |
5/15/2007 11:20:30 AM |
mike |
russell |
Approved follow-up Call |
77 |
Louise |
Femrite |
1800 N Van Buren St |
Stoughton |
WI |
|
6088737649 |
|
|
|
|
x |
|
Louise |
lousie was very nice, soft spoken and was not the most comfortable givein info but she did give in
|
1030 |
|
pm |
5/15/07 |
10 |
am |
|
2197 |
5/15/2007 11:19:34 AM |
mike |
russell |
Approved follow-up Call |
65 |
Theodore |
Schmitz |
974 Glenway Rd |
Oregon |
WI |
|
6088353992 |
|
|
|
|
x |
|
ted |
|
10 |
|
pm |
5/15/07 |
10 |
am |
|
2196 |
5/15/2007 11:19:08 AM |
mike |
russell |
Approved follow-up Call |
65 |
Thomas |
Zingg |
4824 County Road A |
Oregon |
WI |
|
6088359219 |
|
|
|
|
x |
|
tom |
Tom was pretty cool and ef seemed interested |
10 |
|
pm |
5/15/07 |
10 |
am |
|
2195 |
5/15/2007 11:18:10 AM |
mike |
russell |
Approved follow-up Call |
65 |
Dale |
Richardson |
4253 County Road A |
Oregon |
WI |
|
6088350962 |
|
|
|
|
x |
|
mrs richardson |
spokje with mrs richardson and she confirmed aeverything for her husband and said to send hmim the info |
5 |
|
pm |
5/15/07 |
9 |
am |
|
2164 |
5/9/2007 8:34:33 AM |
mike |
russell |
Approved follow-up Call |
79 |
Edna |
Cloutier |
306 Olson Ct |
Stoughton |
WI |
|
6088733809 |
|
|
|
|
x |
|
edna |
gotta speak up! Thinks she might be a little too old to bother investing but would like to look at the info and make an informed decision |
930 |
|
am |
5/9/07 |
1030 |
am |
|
2160 |
5/9/2007 7:39:26 AM |
mike |
russell |
Approved follow-up Call |
71 |
Nancy |
Robinson |
41 Golf Course Rd Unit D |
Madison |
WI |
|
6082450419 |
|
|
|
|
x |
|
nancy |
might not be the strongest lead ever. She was kinda non committal…talk loud |
930 |
|
am |
5/9/07 |
930 |
am |
|
2159 |
5/9/2007 7:38:36 AM |
mike |
russell |
Approved follow-up Call |
65 |
James |
Halvorson |
730 Dunn Ave |
Oregon |
WI |
|
6088355927 |
|
|
|
|
x |
|
was very busy but took a second to confirm everything. Call back nights |
was very busy but took a second to confirm everything. Call back nights |
9 |
|
am |
5/9/07 |
900 |
am |
|
2218 |
5/16/2007 2:56:18 PM |
mike |
saccal |
Approved follow-up Call |
75 |
Jean |
Redchuk |
7651 Brunson Cir |
Lake Worth |
FL |
|
5619656154 |
|
|
|
|
x |
|
jean |
a little crass and straightforward
|
6 |
|
pm |
5/16/07 |
6 |
pm |
|
2217 |
5/16/2007 2:55:34 PM |
mike |
saccal |
Approved follow-up Call |
79 |
Robert |
Holowinski |
6646 Lake Loran Way |
Lake Worth |
FL |
|
5616411199 |
|
|
|
|
x |
|
Bob |
Gave the whole "too old" thing but after a liitle coaxing her agreed to look at info |
6 |
|
pm |
5/16/07 |
6 |
pm |
|
2180 |
5/10/2007 10:33:04 AM |
mike |
saccal |
Approved follow-up Call |
77 |
Lyle |
Brundage |
5526 San Marino Way |
Lake Worth |
FL |
|
5616419040 |
|
|
|
|
x |
|
lyle |
|
130 |
|
pm |
5/10/07 |
130 |
pm |
|
2179 |
5/10/2007 10:32:18 AM |
mike |
saccal |
Approved follow-up Call |
79 |
Clifford |
Schuler |
4673 Fountains Dr S |
Lake Worth |
FL |
|
5616413916 |
|
|
|
|
x |
|
cliff |
Cliff was an all right guy. I enjoyed talking with him |
1 |
|
pm |
5/10/07 |
1 |
pm |
|
2172 |
5/9/2007 12:04:39 PM |
mike |
saccal |
Approved follow-up Call |
77 |
Celia |
Russ |
3872 Summer Chase Ct |
Lake Worth |
FL |
|
5614391640 |
|
|
|
|
x |
|
celia |
not the most interested woman ever but she did have enuff to agree to the info
|
3 |
|
pm |
5/9/07 |
3 |
pm |
|
2147 |
5/7/2007 3:32:55 PM |
mike |
saccal |
Approved follow-up Call |
65 |
Edna |
Keenan |
3452 Stanton Ter |
Lake Worth |
FL |
|
5619663397 |
|
|
|
|
x |
|
edna |
said she is ALWAYS busy and running errands so call back around 5 and "hope she is home"
|
630 |
|
pm |
5/7/07 |
630 |
pm |
|
2146 |
5/7/2007 3:31:53 PM |
mike |
saccal |
Approved follow-up Call |
65 |
BERNARD |
DORSEY |
1825 WALDORF DR |
WEST PALM BEACH |
FL |
|
5617929195 |
|
|
|
|
x |
|
mr dorsey |
got a bit of a gravely voice. I might have woke him up from a nap
|
630 |
|
pm |
5/7/07 |
630 |
pm |
|
2137 |
5/4/2007 10:40:50 AM |
mike |
saccal |
Approved follow-up Call |
79 |
Jerry |
Shepard |
3138 Via Poinciana Apt 217 |
Lake Worth |
FL |
|
5619680349 |
|
|
|
|
x |
|
jerry |
speak up a little bit. Says he used to really like investing but not so much as he got older |
3 |
|
pm |
5/4/07 |
2 |
am |
|
2136 |
5/4/2007 10:39:40 AM |
mike |
saccal |
Approved follow-up Call |
77 |
Judy |
Lieberman |
8754 Egret Isle Ter |
Lake Worth |
FL |
|
5619644016 |
|
|
|
|
x |
|
Judy |
Afternoons are best. she likes to go to bed early |
afternoons |
|
pm |
5/4/07 |
2 |
am |
|
2071 |
4/24/2007 1:52:48 PM |
mike |
saccal |
Approved follow-up Call |
67 |
RUDOLPH |
MOTTA |
2742 CLIPPER CIR |
WEST PALM BEACH |
FL |
33411 |
5617533916 |
|
|
|
|
x |
|
rudy |
Rudy is a very careful guy. wanted to know whrer we got his name, how etc etc. |
5 |
|
pm |
4/24/07 |
3 |
pm |
|
2070 |
4/24/2007 11:53:12 AM |
mike |
saccal |
Approved follow-up Call |
71 |
George |
Ogletree |
7708 Oakmont Dr |
Lake Worth |
FL |
|
5619656766 |
|
|
|
|
x |
|
george |
saidhe has done some investing and might be interested in somoe more. Call after 5 |
5 |
|
pm |
4/24/07 |
3 |
pm |
|
2069 |
4/23/2007 11:22:13 AM |
mike |
saccal |
Approved follow-up Call |
65 |
Robert |
Simon |
6768 10th Ave N Apt 101 |
Lake Worth |
FL |
|
5614321794 |
|
|
|
|
x |
|
robert |
was very accomodating and very nice
|
230 |
|
pm |
4/23/07 |
230 |
pm |
|
2063 |
4/20/2007 2:04:13 PM |
mike |
saccal |
Approved follow-up Call |
78 |
CYNTHIA |
MORGAN |
113 MADRID ST |
WEST PALM BEACH |
FL |
33411 |
5617922086 |
|
|
|
|
x |
|
CYNTHIA |
cynthia seemed genuinely interested in the info "just give me time to look it over before you call e back"
|
5 |
|
pm |
4/20/07 |
415 |
pm |
|
2062 |
4/20/2007 1:17:09 PM |
mike |
saccal |
Approved follow-up Call |
73 |
CLAUDE |
MILLIEN |
7879 OLYMPIA DR |
WEST PALM BEACH |
FL |
33411 |
5616404568 |
|
|
|
|
x |
|
claude |
claude seemed a little bit rushed with his answers, not sure if he was just trying to get me off the phone.
|
4 |
|
pm |
4/20/07 |
415 |
pm |
|
2051 |
4/19/2007 9:08:57 AM |
mike |
saccal |
Approved follow-up Call |
79 |
GLADYS |
SCHOOLCRAFT |
244 CYPRESS TRCE |
WEST PALM BEACH |
FL |
33411 |
5613836741 |
|
|
|
|
x |
|
GLADYS |
very nice soft spoken lady. Said she was "too old" to do anything now and I said that maybe after she sees the info she might change her mind and she agreed
|
1130 |
|
am |
4/19/07 |
11 |
am |
|
2050 |
4/19/2007 9:08:22 AM |
mike |
saccal |
Approved follow-up Call |
76 |
MICHAEL |
RUBIO |
106 LEXINGTON DR |
WEST PALM BEACH |
FL |
33411 |
5617910483 |
|
|
|
|
x |
|
mike |
was very rushed and said to just send the info and he would look at it when he had a chance 76
|
1130 |
|
am |
4/19/07 |
11 |
am |
|
2018 |
4/5/2007 5:31:45 PM |
mike |
saccal |
Approved follow-up Call |
73 |
DONALD |
EDWARDS |
142 VALENCIA ST |
WEST PALM BEACH |
FL |
33411 |
5612044387 |
|
|
|
|
x |
|
DONALD |
sounded like an old guy for sure. Low soft voice and need to spoeak up when talking. Asked if we could call him alittle earlier in the evening please
|
|
|
|
4/5/07 |
800 |
pm |
|
2017 |
4/5/2007 5:31:02 PM |
mike |
saccal |
Approved follow-up Call |
69 |
ADELE |
HIGGINS |
7790 N FORK DR |
WEST PALM BEACH |
FL |
33411 |
5616866848 |
|
|
|
|
x |
|
ADELE |
not a bad conversation. Asked if she could get back to the agent but when i explained the hwole thing, she seemd to be cool with the agent contacting her |
|
|
|
4/5/07 |
800 |
pm |
|
2012 |
4/3/2007 10:13:38 AM |
mike |
SACCAL |
Approved follow-up Call |
67 |
BARBARA |
GIL |
6488 GARDEN CT |
WEST PALM BEACH |
FL |
33411 |
5616898270 |
|
|
|
|
x |
|
barb |
pretty cool lady. She is not the biggest investor but said she would at least like to lok over the info, call back a tngiht
|
|
|
|
4/3/07 |
1 |
pm |
|
2008 |
4/2/2007 4:59:17 PM |
mike |
SACCAL |
Approved follow-up Call |
69 |
EARL |
COPELAND |
260 SUNSHINE BLVD |
WEST PALM BEACH |
FL |
33411 |
5617537808 |
|
|
|
CD |
x |
|
earl |
Seemed pleasant. Was alittle rushed cuz it was late but he said early evening is best |
8 |
|
pm |
4/02/07 |
8 |
pm |
|
2007 |
4/2/2007 4:57:49 PM |
mike |
SACCAL |
Approved follow-up Call |
67 |
AUDREY |
CAMPBELL |
132 MANGROVE CT |
WEST PALM BEACH |
FL |
33411 |
5617921129 |
|
|
|
CD |
|
|
mr campbell |
spoke to MR campbell. said he has always done inveting but not too much lately. send info and he wll look it over |
8 |
|
pm |
4/02/07 |
8 |
pm |
|
2005 |
3/21/2007 8:14:05 AM |
mike |
SACCAL |
Approved follow-up Call |
67 |
MARILYN |
BROWN |
2825 WILDERNESS RD |
WEST PALM BEACH |
FL |
33409 |
5616978880 |
|
|
|
|
x |
|
Marilyn |
very nice woman. was very recpetive and seemed intersted |
|
|
am |
3/21/07 |
930 |
am |
|
2004 |
3/21/2007 8:09:49 AM |
mike |
SACCAL |
Approved follow-up Call |
72 |
B |
BAKER |
103 SANTIAGO ST |
WEST PALM BEACH |
FL |
33411 |
5617936937 |
|
|
|
|
x |
|
Mrs baker |
spoke to mr bakers wife and she confirmed everything and said she woul dhave him look at info
|
|
|
am |
3/21/07 |
930 |
am |
|
2001 |
3/20/2007 8:24:58 AM |
mike |
saccal |
Approved follow-up Call |
70 |
KAY |
KOCH |
225 GREGORY RD |
WEST PALM BEACH |
FL |
33405 |
5615854085 |
|
|
|
|
x |
|
kay |
was jsut heding out for the day and said thqt nights would be better to reach her. |
|
|
pm |
3/20/07 |
11 |
am |
|
2000 |
3/20/2007 8:23:19 AM |
mike |
saccal |
Approved follow-up Call |
68 |
BRIDGETTE |
KEENEY |
1855 BREAKERS POINTE WAY |
WEST PALM BEACH |
FL |
33411 |
5617925837 |
|
|
|
|
x |
|
bridgette |
very nice and well spoken woman. She confirmed everything and will be waiting for the info
|
|
|
am |
3/20/07 |
11 |
am |
|
1998 |
3/19/2007 9:22:52 AM |
mike |
saccal |
Not Interested |
0 |
CONCEPCION |
ORDONEZ |
315 ALMERIA RD APT 314 |
WEST PALM BEACH |
FL |
33411 |
5613668994 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1997 |
3/19/2007 9:22:40 AM |
mike |
saccal |
Not Interested |
0 |
KENNETH |
SHIFFERT |
832 30TH CT |
WEST PALM BEACH |
FL |
33411 |
5618486966 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1996 |
3/19/2007 9:22:29 AM |
mike |
saccal |
Not Interested |
0 |
GRENVILLE |
PULLEN |
5200 N FLAGLER DR PH 5 |
WEST PALM BEACH |
FL |
33411 |
5618456717 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1995 |
3/19/2007 9:22:17 AM |
mike |
saccal |
Not Interested |
0 |
PATRICIA |
MATHIS |
429 30TH ST |
WEST PALM BEACH |
FL |
33411 |
5618815658 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1994 |
3/19/2007 9:22:05 AM |
mike |
saccal |
Not Interested |
0 |
CARL |
EDWARDS |
5200 N FLAGLER DR APT 1501 |
WEST PALM BEACH |
FL |
33411 |
5618819827 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1993 |
3/19/2007 9:21:53 AM |
mike |
saccal |
Not Interested |
0 |
EARL |
DARDEN |
2544 LOCHMORE RD |
WEST PALM BEACH |
FL |
33411 |
5618421511 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1992 |
3/19/2007 9:21:39 AM |
mike |
saccal |
Not Interested |
0 |
EMMA |
ANDERSON |
3815 HEATH CIR N |
WEST PALM BEACH |
FL |
33411 |
5616833445 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1991 |
3/19/2007 9:21:24 AM |
mike |
saccal |
Not Interested |
0 |
MERCEDES |
TRUJILLO |
1011 FRANCIS ST |
WEST PALM BEACH |
FL |
33411 |
5616550987 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1990 |
3/19/2007 9:21:11 AM |
mike |
saccal |
Not Interested |
0 |
WILLIAM |
REIRDEN |
826 HANSEN ST |
WEST PALM BEACH |
FL |
33411 |
5615851306 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1989 |
3/19/2007 9:20:58 AM |
mike |
saccal |
Not Interested |
0 |
NICHOLAS |
MORAITIS |
220 RILYN DR |
WEST PALM BEACH |
FL |
33411 |
5618323951 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1988 |
3/19/2007 9:20:38 AM |
mike |
saccal |
Not Interested |
0 |
PAULA |
LAW |
250 WORTH CT S |
WEST PALM BEACH |
FL |
33411 |
5618321176 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1987 |
3/19/2007 9:20:27 AM |
mike |
saccal |
Not Interested |
0 |
E |
GOITIA |
1004 BRADLEY CT |
WEST PALM BEACH |
FL |
33411 |
5618334223 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1986 |
3/19/2007 9:20:16 AM |
mike |
saccal |
Not Interested |
0 |
ROGER |
EVERINGHAM |
3901 S FLAGLER DR APT 906 |
WEST PALM BEACH |
FL |
33411 |
5618339020 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1985 |
3/19/2007 9:20:03 AM |
mike |
saccal |
Not Interested |
0 |
JOELLA |
CAIN |
248 E LAKEWOOD RD |
WEST PALM BEACH |
FL |
33411 |
5615861907 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1984 |
3/19/2007 9:13:14 AM |
mike |
saccal |
Not Interested |
0 |
LORRAINE |
BOYNTON |
138 CYPRESS TRCE |
WEST PALM BEACH |
FL |
33411 |
5617904578 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1983 |
3/19/2007 9:13:03 AM |
mike |
saccal |
Not Interested |
0 |
AUDLEY |
BIRCH |
204 PONCE DE LEON ST |
WEST PALM BEACH |
FL |
33411 |
5617956140 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1982 |
3/19/2007 9:12:51 AM |
mike |
saccal |
Not Interested |
0 |
RUDOLPH |
BERNARD |
123 TUSCANY DR |
WEST PALM BEACH |
FL |
33411 |
5612045038 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1981 |
3/19/2007 9:12:32 AM |
mike |
saccal |
Not Interested |
0 |
CLYDEC |
BAIL |
144 VISCAYA AVE |
WEST PALM BEACH |
FL |
33411 |
5617904028 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1980 |
3/19/2007 9:12:20 AM |
mike |
saccal |
Not Interested |
0 |
PIETRO |
ALBANESE |
7766 NILE RIVER RD |
WEST PALM BEACH |
FL |
33411 |
5614712667 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1979 |
3/19/2007 9:12:08 AM |
mike |
saccal |
Not Interested |
0 |
PHILIP |
SPELLER |
1165 GATOR TRL |
WEST PALM BEACH |
FL |
33411 |
5617120386 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1978 |
3/19/2007 9:11:56 AM |
mike |
saccal |
Not Interested |
0 |
BENJAMIN |
SMITH |
3021 EL CAMINO REAL |
WEST PALM BEACH |
FL |
33411 |
5612424348 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1977 |
3/19/2007 9:11:39 AM |
mike |
saccal |
Not Interested |
0 |
JAMES |
OTTERSON |
5036 50TH WAY |
WEST PALM BEACH |
FL |
33411 |
5616406943 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1976 |
3/19/2007 9:11:26 AM |
mike |
saccal |
Not Interested |
0 |
EDGAR |
HETTICH |
2630 MOHAWK CIR |
WEST PALM BEACH |
FL |
33411 |
5616841523 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1975 |
3/19/2007 9:11:16 AM |
mike |
saccal |
Not Interested |
0 |
LINN |
DYER |
4005 TORRES CIR |
WEST PALM BEACH |
FL |
33411 |
5614781431 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1974 |
3/19/2007 9:11:02 AM |
mike |
saccal |
Not Interested |
0 |
BETTY |
CRIPPEN |
2697 TECUMSEH DR |
WEST PALM BEACH |
FL |
33411 |
5616897794 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1973 |
3/19/2007 9:10:45 AM |
mike |
saccal |
Not Interested |
0 |
LIGIA |
BROCKMANN |
5602 56TH WAY |
WEST PALM BEACH |
FL |
33411 |
5617121591 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1972 |
3/19/2007 9:10:30 AM |
mike |
saccal |
Not Interested |
0 |
ERNEST |
BORGESE |
2326 SARATOGA BAY DR |
WEST PALM BEACH |
FL |
33411 |
5616829339 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1971 |
3/19/2007 9:10:20 AM |
mike |
saccal |
Not Interested |
0 |
ALAN |
ABRAMOWITZ |
1425 WILDERNESS RD |
WEST PALM BEACH |
FL |
33411 |
5616971798 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1970 |
3/19/2007 9:10:09 AM |
mike |
saccal |
Not Interested |
0 |
JOHN |
TOTH |
4415 WESTROADS DR |
WEST PALM BEACH |
FL |
33411 |
5618483700 |
|
|
|
|
|
|
|
. |
|
|
am |
3/19/07 |
1000 |
am |
|
1969 |
3/19/2007 8:45:44 AM |
mike |
saccal |
Approved follow-up Call |
67 |
FRANCISCO |
ALVES |
270 PONCE DE LEON ST |
WEST PALM BEACH |
FL |
33411 |
5617954418 |
|
|
|
|
x |
|
francisco |
send it out. doubts he will do much but there is always a chance he says |
|
|
am |
3/19/07 |
1000 |
am |
|
1968 |
3/19/2007 8:44:50 AM |
mike |
saccal |
Approved follow-up Call |
68 |
JACQUES |
ALPHONSE |
2684 REIDS CAY |
WEST PALM BEACH |
FL |
33411 |
5617989082 |
|
|
|
|
x |
|
jaques |
obviously there is an accent involved here....ha. |
|
|
am |
3/19/07 |
1000 |
am |
|
1967 |
3/19/2007 8:43:38 AM |
mike |
saccal |
Approved follow-up Call |
72 |
SUSANA |
NAVIA |
3101 KINGSTON CT |
WEST PALM BEACH |
FL |
33409 |
5616874966 |
|
|
|
|
x |
|
sue |
sue was a pretty cool lady!. said mornings are tough to get a hold of her so try afternoons |
|
|
am |
3/19/07 |
1000 |
am |
|
2287 |
6/26/2007 6:35:18 PM |
rosalyn |
deninger |
Approved follow-up Call |
72 |
Joseph |
ETTEN |
W3318 Weaver Rd |
elkhorn |
WI |
53121 |
2627234737 |
|
|
|
|
|
|
JOSEPH ETTEN |
MR. ETTEN HAD SOME QUESTIONS FOR CLARIFICATION BUT HE WAS EASY TO TALK WITH ANSWERED ALL QUESTIONS READILY AND AGREED TO A FOLLOW UP CALL |
8:30 |
|
pm |
06/26/07 |
8:25 |
pm |
|
2286 |
6/26/2007 6:32:01 PM |
rosalyn |
deninger |
Approved follow-up Call |
65 |
ALVIN |
SUSINA |
W4312 Potter Rd |
ELKHORN |
WI |
53121 |
2627233989 |
|
|
|
|
|
|
ALVIN SUSINA |
ALVIN IS VERY FRIENDLY AND WAS A PLEASURE TO SPEAK TO. |
8:00 |
|
pm |
06/26/07 |
8:19 |
pm |
|
2285 |
6/26/2007 9:44:24 AM |
rosalyn |
deninger |
Approved follow-up Call |
64 |
leonard |
Tjernberg |
2319 Lincoln Ave # 433 |
kansasville |
WI |
53139 |
2628782663 |
|
|
|
|
|
|
leonard tjernberg |
Initially he sounded a bit somber on the phone. But surprisingly he readily answered all questions and agreed to a follow up call. |
11:00 |
|
am |
06/26/07 |
11:30 |
am |
|
2284 |
6/26/2007 9:38:29 AM |
rosalyn |
deninger |
Approved follow-up Call |
72 |
carole |
mcgee |
850 Tarrant Dr |
fontana |
WI |
53125 |
2622752313 |
|
|
|
|
|
|
carole mcgee |
spoke with carole. She was interested in learning more. She approved for the first follow up call but insisted that she did not want to be harassed on the phones with numerous calls. |
10:00 |
|
am |
06/26/07 |
10:16 |
am |
|
2283 |
6/26/2007 9:33:37 AM |
rosalyn |
deninger |
Approved follow-up Call |
64 |
roger |
klemp |
N7724 Asta Dr |
elkhorn |
WI |
53121 |
2627424132 |
|
|
|
|
|
|
Jean Klemp |
I spoke with Mrs. jean Klemp. SHe was interested in knowing more but she was concerned that no one would come out to her house. She did approve a follow up call. |
9:30 |
|
am |
06/26/07 |
9:50 |
am |
|
2282 |
6/22/2007 3:08:39 PM |
rosalyn |
deninger |
Approved follow-up Call |
66 |
robert |
evans |
26735 Perrin Rd |
sturgis |
MI |
59091 |
2696515779 |
|
|
|
|
|
|
robert evans |
He was very easy to speak with answered all my questions and readily agreed to a follow up call. |
5:30 |
|
pm |
06/22/07 |
5:38 |
pm |
|
2281 |
6/22/2007 3:05:53 PM |
rosalyn |
deninger |
Approved follow-up Call |
76 |
betty |
anderson |
26867 N Shore Dr |
sturgis |
mi |
59091 |
2696515800 |
|
|
|
|
|
|
emerson anderson |
enderson was very nice to talk too. He is 83 years old and has been married for over 50 years. His wife had a stroke 5 years ago and he takes care of her. Call sometime after this weekend as he has a very busy weekend scheduled. |
5:30 |
|
pm |
06/22/07 |
5:30 |
pm |
|
2275 |
6/20/2007 11:39:23 AM |
rosalyn |
hamsayeh |
Approved follow-up Call |
66 |
grace |
tolentino |
6455 Canyon Vista Ct |
san diego |
ca |
92111 |
8585760744 |
|
|
|
|
|
|
grace tolentino |
grace speaks english as a second language. She has somewhat of an heavy accent. I had to speak a little louder and slower. |
11:30 |
|
am |
6/20/07 |
11:30 |
am |
|
2274 |
6/20/2007 9:55:07 AM |
rosalyn |
hamsayeh |
Approved follow-up Call |
74 |
vera |
ping |
3954 Anastasia St |
san diego |
ca |
92111 |
8582787331 |
|
|
|
|
|
|
vera ping |
vera was interested in receiving information. She says she may be looking into making some adjustments into her account. |
9:30 |
|
am |
06/20/07 |
9:24 |
am |
|
2273 |
6/19/2007 8:22:39 PM |
rosalyn |
hamsayeh |
Approved follow-up Call |
72 |
barbara |
ottombrino |
6880 Petit St |
san diego |
ca |
92111 |
8582771546 |
|
|
|
|
|
|
barbara ottombrino |
Barbara was a rather reserved person on the phone. |
7:30 |
|
pm |
06/19/07 |
7:55 |
pm |
|
2272 |
6/19/2007 8:18:20 PM |
rosalyn |
hamsayeh |
Approved follow-up Call |
64 |
jerry |
hall |
3164 W Fox Run Way |
san diego |
ca |
92111 |
8582773894 |
|
|
|
|
|
|
jerry hall |
spoke with jerry hall he was ready enough for a follow up call. However he did seemed a bit reluctant to want to do business. |
7:30 |
|
pm |
06/19/07 |
7:30 |
pm |
|
2271 |
6/19/2007 8:13:18 PM |
rosalyn |
hamsayeh |
Approved follow-up Call |
64 |
CHARLOTTE |
brown |
3341 Currant St |
san diego |
ca |
92111 |
8587121443 |
|
|
|
|
|
|
charlotte brown |
Easy enough to speak with but she does have another financial advisor |
7:00 |
|
pm |
06/19/07 |
6:45 |
pm |
|
2270 |
6/19/2007 8:09:27 PM |
rosalyn |
hamsayeh |
Approved follow-up Call |
70 |
patricia |
dye |
3721 Mount Acadia Blvd |
san diego |
ca |
92111 |
8582791836 |
|
|
|
|
|
|
patricia dye |
Patricia readily agreed to a follow up call but she did make it a point to tell me that she already had a financial advisor |
6:30 |
|
pm |
06/19/07 |
6:30 |
pm |
|
2228 |
5/19/2007 11:46:06 AM |
rosalyn |
harpster |
Approved follow-up Call |
63 |
richard |
kersher |
31 W Market St |
MIDDLEBURG |
pa |
17842 |
5708372397 |
|
|
|
|
|
|
richard kersher |
Best time to reach richard is 6pm during the weekdays |
6:00 |
|
pm |
05/19/07 |
2:15 |
pm |
|
2227 |
5/19/2007 11:41:00 AM |
rosalyn |
harpster |
Approved follow-up Call |
68 |
eugene |
kardohely |
100 W 8th Ave |
Shamokin Dam |
pa |
17876 |
5707436644 |
|
|
|
|
|
|
eugene kardohely |
Eugene is hard to catch up with according to himself. The best time to reach him would be during the weekdays at around 6pm |
6:00 |
|
pm |
05/19/07 |
2:05 |
pm |
|
2226 |
5/19/2007 11:35:25 AM |
rosalyn |
harpster |
Approved follow-up Call |
70 |
CHARLOTTE |
LONGACRE |
870 Globe Mills Rd |
MIDDLEBURG |
pa |
17842 |
5708373243 |
|
|
|
|
|
|
CHARLOTTE LONGACRE |
charlotte approved a follow up call for 2pm on saturdays. |
2:00 |
|
pm |
05/19/07 |
1:55 |
pm |
|
2216 |
5/16/2007 9:18:06 AM |
rosalyn |
harpster |
Approved follow-up Call |
67 |
harry |
leitzel |
2808 Kratzerville Rd |
winfield |
pa |
17889 |
5703741902 |
|
|
|
|
|
|
harry leitzel |
Listened and then approved follow up readily enough. |
12:00 |
|
pm |
05/16/07 |
11:39 |
am |
|
2215 |
5/16/2007 9:13:58 AM |
rosalyn |
harpster |
Approved follow-up Call |
67 |
RICHARD |
wagner |
1989 Smalsh Barrick |
MIDDLEBURG |
pa |
17842 |
5703741996 |
|
|
|
|
|
|
richard wagner |
Approved follow up was on the friendlier side. |
11:00 |
|
am |
11:00 |
11:15 |
am |
|
2214 |
5/16/2007 9:09:09 AM |
rosalyn |
harpster |
Approved follow-up Call |
74 |
ruth |
troxell |
514 Creek Rd |
MIDDLEBURG |
pa |
17842 |
5706584489 |
|
|
|
|
|
|
RUTH TROXEL |
Ruth has been contacted before Apparently she did not receive any follow up. |
11:00 |
|
am |
05/16/07 |
10:45 |
am |
|
2213 |
5/16/2007 9:03:03 AM |
rosalyn |
harpster |
Approved follow-up Call |
75 |
heinz |
westphal |
302 Schoch St |
MIDDLEBURG |
pa |
17842 |
5708376095 |
|
|
|
|
|
|
mrs. westphal |
I spoke with mrs westphal. she listened quietly answered my questions readily and approved a follow up call. |
11:00 |
|
am |
05/16/07 |
10:30 |
am |
|
2212 |
5/16/2007 8:59:11 AM |
rosalyn |
harpster |
Approved follow-up Call |
64 |
bruce |
smeltzer |
103 Gettysburg Est |
SUNBURY |
pa |
17801 |
5709886510 |
|
|
|
|
|
|
bruce smeltzer |
Listened without interruption. Readily approved a follow up call. |
10:00 |
|
am |
05/16/07 |
10:11 |
am |
|
2135 |
5/4/2007 8:31:45 AM |
rosalyn |
harpster |
Approved follow-up Call |
68 |
DONALD |
RITTER |
4596 Stein Ln |
Winfield |
pa |
|
5705249789 |
|
|
|
|
|
|
MRS. RITTER |
I SPOKE INITIALLY WITH DONALD RITTER, HOWEVER AFTER MY PRESENTATION HE PROMPTLY TRANSFERED ME TO HIS WIFE ASKING ME TO SPEAK WITH HER. I SPOKE WITH MRS. RITTER AND SHE READILY ANSWERED MY QUESTIONS AND AGREED TO A FOLLOW UP CALL. IT SEEMS THAT THE WIFE MAY BE THE ONE WHO HANDLES THE BUSINESS AFFAIRS. |
11:00 |
|
am |
05/04/07 |
10:50 |
am |
|
2134 |
5/4/2007 8:25:28 AM |
rosalyn |
harpster |
Approved follow-up Call |
72 |
HOWARD |
LILLEY |
76 Creek Rd |
New Columbia |
PA |
|
5705684752 |
|
|
|
|
|
|
MRS. KAY LILLEY |
mRS. LILLEY WAS VERY EASY TO TALK WITH. SHE AND HER HUSBAND ARE BOTH VERY ACTIVE. sHE STATES THAT THEY ARE "ON THE GO" THEY ARE MOST LIKELY TO BE REACHED AT OR A LITTLE AFTER 6:00PM |
6:00PM |
|
|
05/04/07 |
10:20 |
am |
|
2133 |
5/4/2007 8:24:25 AM |
rosalyn |
harpster |
Approved follow-up Call |
72 |
HOWARD |
LILLEY |
76 Creek Rd |
New Columbia |
PA |
|
5705684752 |
|
|
|
|
|
|
MRS. KAY LILLEY |
mRS. LILLEY WAS VERY EASY TO TALK WITH. SHE AND HER HUSBAND ARE BOTH VERY ACTIVE. sHE STATES THAT THEY ARE "ON THE GO" THEY ARE MOST LIKELY TO BE REACHED AT OR A LITTLE AFTER 6:00PM |
6:00PM |
|
|
05/04/07 |
10:20 |
am |
|
2132 |
5/4/2007 8:19:35 AM |
rosalyn |
harpster |
Approved follow-up Call |
70 |
CHARLOTTE |
LONGACRE |
870 Globe Mills Rd |
MIDDLEBURG |
pa |
17842 |
5708373243 |
|
|
|
|
|
|
CHARLOTTE LONGACRE |
MRS. LONGACRE IS A WIDOW AND WAS VERY OPEN ABOUT HER INVESTMENTS. SHE TOLD ME SHE HAS AN ANNUITY AND INVESTMENTS WITH AXAEQUIP. THE BEST TIME TO CALL HER IS 10:00AM |
10:00 |
|
am |
05/04/07 |
10:30 |
am |
|
2130 |
5/4/2007 8:11:52 AM |
rosalyn |
harpster |
Approved follow-up Call |
74 |
RUTH |
TROXEL |
514 Creek Rd |
MIDDLEBURG |
PA |
17842 |
5706584489 |
|
|
|
|
|
|
RUTH TROXEL |
MRS. TROXEL IS A LITTLE HARD OF HEARING. BEST TO SPEAK A LITTLE BIT SLOWER AND LOUDER. |
10:00 |
|
am |
05/04/07 |
10:45 |
am |
|
2113 |
5/2/2007 4:35:26 PM |
rosalyn |
harpster |
Approved follow-up Call |
74 |
GRANT |
RENNINGER |
555 Fairmount Ave |
SUNBURY |
pa |
17801 |
5702864678 |
|
|
|
|
|
|
MRS GARY RENNINGER |
vERY NICE PERSON. |
7:00 |
|
|
05/02/07 |
7:00 |
pm |
|
2112 |
5/2/2007 4:30:23 PM |
rosalyn |
harpster |
Approved follow-up Call |
68 |
GARY |
SITES |
218 Catawissa Ave |
SUNBURY |
PA |
17801 |
5702860617 |
|
|
|
|
|
|
MRS. GARY SITES |
I SPOKE WITH MRS.GARY SITES. |
7:00 |
|
pm |
05/02/07 |
7:00 |
pm |
|
2077 |
4/25/2007 2:20:19 PM |
rosalyn |
harpster |
Approved follow-up Call |
71 |
sally |
lauer |
10 Lost Creek Dr |
Selinsgrove |
pa |
17870 |
5707433076 |
|
|
|
|
|
|
sally lauer |
Approved follow up call. Very pleasant to speak with. |
5:00 |
|
pm |
04/25/07 |
5:00 |
pm |
|
2076 |
4/25/2007 2:16:49 PM |
rosalyn |
harpster |
Approved follow-up Call |
65 |
elwood |
davis |
23 Spottswood Dr |
milton |
pa |
17847 |
5707427440 |
|
|
|
|
|
|
elwood davis |
approved follow up call |
6:00 |
|
pm |
04/25/07 |
4:45 |
pm |
|
2075 |
4/25/2007 2:14:08 PM |
rosalyn |
harpster |
Approved follow-up Call |
67 |
gary |
snyder |
4999 Broadway Rd |
milton |
pa |
17847 |
5707130118 |
|
|
|
|
|
|
gary snyder |
approved follow up call |
1:00 |
|
pm |
04/25/07 |
4:30 |
pm |
|
2072 |
4/25/2007 12:55:39 PM |
ROSALYN |
harpster |
Approved follow-up Call |
80 |
william |
karchner |
801 Hepburn St |
milton |
pa |
17847 |
5707424386 |
|
|
|
|
|
|
william karchner |
name was listed under wifes name harriet however harriet is deceased william karchner her husband is interested in finding out more information. |
4:00 |
|
pm |
04/25/07 |
3:00 |
pm |
|
2040 |
4/17/2007 8:58:15 AM |
rosalyn |
harpster |
Approved follow-up Call |
72 |
RICHARD |
ALLEN |
108 Maple Ln |
WATSON TOWN |
PA |
17777 |
5705389024 |
|
|
|
|
|
|
MRS. ALLEN |
I SPOKE WITH MRS. ALLEN. SHE WAS VERY NICE. |
11:30 |
|
am |
04/17/07 |
11:15 |
am |
|
2039 |
4/17/2007 8:53:07 AM |
ROSALYN |
HARPSTER |
Approved follow-up Call |
64 |
MAX |
REEDER |
118 Green St |
MUNCY |
PA |
17756 |
5705466012 |
|
|
|
|
|
|
MRS. REEDER |
i SPOKE WITH MRS. REEDER. sHE CONFIRMED ALL INFORMATION AND WAS VERY HELPFUL SHE STATED THAT A GOOD TIME TO CALL BACK WOULD BE AT 4:30PM |
4:30 |
|
pm |
04/17/07 |
11:00 |
am |
|
2034 |
4/13/2007 10:48:25 AM |
rosalyn |
harpster |
Approved follow-up Call |
64 |
JACK |
DESHONG |
2940 White Birch Ln |
bloomsburg |
PA |
17815 |
5707841880 |
|
|
|
|
|
|
JACK DESHONG |
SPOKE WITH JACK DESHONG. SEEMED PRETTY INTERESTED. |
12:30 |
|
pm |
04/13/07 |
12:40 |
pm |
|
2033 |
4/13/2007 10:41:50 AM |
rosalyn |
harpster |
Approved follow-up Call |
70 |
JOHN |
WEISS |
410 W 9th St |
bloomsburg |
PA |
17815 |
5707843876 |
|
|
|
|
|
|
JOHN WEISS |
SPOKE WITH JOHN WEISS. VERY EASY TO TALK TOO |
12:25 |
|
pm |
04/13/07 |
12:25 |
pm |
|
2032 |
4/13/2007 10:36:33 AM |
ROSALYN |
HARPSTER |
Approved follow-up Call |
74 |
LEONARD |
CIRAULO |
68 Fairground St |
MUNCY |
PA |
17756 |
5705463911 |
|
|
|
|
|
|
LEONARD CIRAULO |
SPOKE WITH LEONARD CIRAULO. WAS VERY NICE TO TALK TOO |
12:00 |
|
pm |
04/13/07 |
12:00 |
pm |
|
2029 |
4/12/2007 2:02:14 PM |
rosalyn |
harpster |
Approved follow-up Call |
74 |
Thomas |
Tyahla |
149 Mcguire Park Dr |
bloomsburg |
pa |
17815 |
5707848254 |
|
|
|
|
|
|
Mrs. Tyahla |
I spoke with mrs. tyahla. she was very nice to talk to |
12:00 |
|
pm |
04/12/07 |
12:00 |
pm |
|
2028 |
4/12/2007 1:56:23 PM |
rosalyn |
harpster |
Approved follow-up Call |
65 |
Terry |
Diltz |
3600 Ridge Rd |
bloomsburg |
pa |
17815 |
5707841106 |
|
|
|
|
|
|
Mrs. Diltz |
I spoke with Terry Diltz wife Mrs. Diltz. |
4:30 |
|
pm |
04/12/07 |
4:30 |
pm |
|
2027 |
4/12/2007 1:54:01 PM |
rosalyn |
harpster |
Approved follow-up Call |
65 |
Terry |
Diltz |
3600 Ridge Rd |
bloomsburg |
pa |
17815 |
570-784-11 |
|
|
|
|
|
|
Mrs. Diltz |
I spoke with Terry Diltz wife Mrs. Diltz. |
4:30 |
|
pm |
04/12/07 |
4:30 |
pm |
|
2024 |
4/12/2007 9:17:08 AM |
ROSALYN |
HARPSTER |
Approved follow-up Call |
74 |
THOMAS |
TYAHLA |
149 Mcguire Park Dr |
BLOOMSBURG |
PA |
17815 |
570-784-82 |
|
|
|
|
|
|
MRS TYAHLA |
i SPOKE WITH MRS. TYAHLA WHO WAS VERY EASY TO TALK TOO. |
12:00 |
|
pm |
04/12/07 |
11:55 |
am |
|
2156 |
5/8/2007 3:36:51 PM |
rosalyn |
kelly |
Approved follow-up Call |
76 |
Lee |
Johnston |
15 Waltham St Apt B-301 |
boston |
ma |
|
6174511755 |
|
|
|
|
|
|
lee johnston |
I spoke with Lee Johnston. on the spread sheet the prospect was called Mr. Lee Johnston. however the voice was a bit high pitched sounding more female.I asked if it were Lee that I was speaking with and he affirmed that it was. Also there was a bit of a language barrier there. Lee understood me but I understood him with a slight degree of difficulty. |
5:30 |
|
pm |
05/08/07 |
5:30 |
pm |
|
2290 |
6/27/2007 6:12:45 PM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
74 |
GLENN |
LEIRER |
218 Nancy Ave |
pc beach |
FL |
32413 |
8502309118 |
|
|
|
|
|
|
GLENN LEIRER |
GLENN WAS EASY TO TALK WITH HE ANSWERED ALL OF MY QUESTIONS. |
8:00 |
|
pm |
06/27/07 |
8:11 |
pm |
|
2289 |
6/27/2007 6:12:19 PM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
74 |
GLENN |
LEIRER |
218 Nancy Ave |
pc beach |
FL |
32413 |
8502309118 |
|
|
|
|
|
|
GLENN LEIRER |
GLENN WAS EASY TO TALK WITH HE ANSWERED ALL OF MY QUESTIONS. |
8:00 |
|
pm |
06/27/07 |
8:11 |
pm |
|
2288 |
6/27/2007 8:31:30 AM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
78 |
aline |
coggins |
248 Lullwater Dr |
pc beach |
FL |
32413 |
8502343635 |
|
|
|
|
|
|
aline coggins |
very easy to speak with. Readily answered all questions and agreed to a follow up call
|
11:00 |
|
am |
06/27/07 |
11:00 |
am |
|
2280 |
6/21/2007 5:03:32 PM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
76 |
tom |
sword |
11528 Stone Rd |
PANAMA CITY |
FL |
32404 |
8507224298 |
|
|
|
|
|
|
tom sword |
nice person but rather reluctant. Took a bit of convincing to approve a call |
6:30 |
|
pm |
06/21/07 |
6:27 |
pm |
|
2279 |
6/21/2007 4:59:50 PM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
78 |
patsy |
gillikin |
100 Martin Lake Dr |
PANAMA CITY |
FL |
32404 |
8507634370 |
|
|
|
|
|
|
patsy gillikin |
patsy was very nice and pretty easy going but she was rather vague about her age. |
6:00 |
|
pm |
06/21/07 |
6:10 |
pm |
|
2278 |
6/21/2007 8:40:40 AM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
66 |
robert |
francis |
330 Porter Dr |
Lynn Haven |
FL |
32444 |
8502718395 |
|
|
|
|
|
|
mrs francis |
approved follow up. very direct and to the point type of person |
10:30 |
|
am |
06/21/07 |
10:24 |
am |
|
2277 |
6/21/2007 8:36:55 AM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
64 |
patricia |
bushnell |
236 N James Ave |
PANAMA CITY |
FL |
32401 |
8507853199 |
|
|
|
|
|
|
patricia bushnell |
mrs. bushnell sounded rather sad. she was a bit apprehensive about a follow up. |
10:00 |
|
am |
06/21/07 |
9:53 |
am |
|
2276 |
6/21/2007 8:33:22 AM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
76 |
bennie |
newton |
806 Forestdale Ave |
PANAMA CITY |
FL |
32401 |
8507632409 |
|
|
|
|
|
|
mrs jhonnie newton |
I spoke with mrs newton. she answered all questions readily and approved a follow up call. |
9:30 |
|
am |
06/21/07 |
9:15 |
am |
|
2267 |
6/18/2007 5:41:17 PM |
rosalyn |
little, pj |
Approved follow-up Call |
63 |
sharon |
ranow |
4902 Colorado St |
panama city |
fl |
32404 |
8507638533 |
|
|
|
|
|
|
mr francis ranow |
mr. ranow was very helpful. he states that his wife may be looking for a change in her investments |
7:00 |
|
pm |
06/18/07 |
7:15 |
pm |
|
2266 |
6/18/2007 5:36:25 PM |
rosalyn |
little, pj |
Approved follow-up Call |
76 |
kenneth |
carroll |
8301 High Point Rd |
panama city |
fl |
32404 |
8507695515 |
|
|
|
|
|
|
kenneth carroll |
approved a follow up calls but asked questions and required clarifications |
6:30 |
|
pm |
06/18/07 |
6:33 |
pm |
|
2265 |
6/18/2007 5:31:41 PM |
rosalyn |
little, pj |
Approved follow-up Call |
65 |
george |
devine |
11929 Caruso Dr |
panama city |
fl |
32404 |
8508749131 |
|
|
|
|
|
|
mrs. devine |
spoke with mrs devine. she answered all questions and approved a follow up call. |
7:30 |
|
pm |
06/18/07 |
6:22 |
pm |
|
2141 |
5/5/2007 8:00:08 AM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
67 |
NORMA |
BOWEN |
5221 Collins St |
Panama City |
FL |
|
8507853206 |
|
|
|
|
|
|
NORMA BOWEN |
SPOKE WITH NORMA SHE WAS NICE TO TALK WITH. SHE STATED THAT THE WEEKENDS WOULD BE THE BEST TIME TO CALL AT 10:30 ON SATURDAY. |
10:30 |
|
am |
05/05/07 |
10:30 |
am |
|
2140 |
5/5/2007 7:55:23 AM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
68 |
BUFORD |
CHAMPION |
6303 Nadine Rd |
Panama City |
FL |
|
8505228664 |
|
|
|
|
|
|
MRS. JOYCE CHAMPION |
MRS. CHAMPION STATES THAT THEY ARE PRETTY ACTIVE DURING THE WEEK DAYS. IT IS BEST TO REACH THEM ON SATURDAY MORNINGS. 10:30 WOULD BE GOOD. |
10:30 |
|
am |
05/05/07 |
10:20 |
am |
|
2111 |
5/2/2007 4:26:20 PM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
73 |
MARY |
BELL |
8323 Freese Rd |
PANAMA CITY |
FL |
32404 |
8507227278 |
|
|
|
|
|
|
MARY BELL |
MRS. MARY BELL IS VERY FRIENDLY AND INTERESTING TO TALK TO. SHE INITIALLY STATED THAT HER HUSBAND WAS THE ONE TO TALK TO BUT SHE MADE IT CLEAR THAT SHE WOULD BE THE ONE LOOKING OVER THE MATERIAL. |
6:30 |
|
pm |
05/02/07 |
6:46 |
pm |
|
2110 |
5/2/2007 4:21:29 PM |
rosalyn |
LITTLE, PJ |
Approved follow-up Call |
66 |
HENRY |
FENAES |
11326 Fenaes Rd |
PANAMA CITY |
FL |
32404 |
8508710450 |
|
|
|
|
|
|
MRS. PATRICIA FENAES |
i SPOKE WITH MRS. FENAES. |
6:00 |
|
pm |
05/02/07 |
6:00 |
pm |
|
2269 |
6/19/2007 7:59:26 AM |
rosalyn |
mattei |
Approved follow-up Call |
64 |
raymond |
goldsmith |
44330 Duchess Dr |
CANTON |
mi |
48187 |
7349817321 |
|
|
|
|
|
|
raymond goldsmith |
mr goldsmith was very easy to talk with. Very pleasant. |
11:00 |
|
am |
06/19/07 |
10:45 |
am |
|
2268 |
6/19/2007 7:55:24 AM |
rosalyn |
mattei |
Approved follow-up Call |
67 |
beverly |
spalding |
7298 Green Meadow Ln |
CANTON |
mi |
48187 |
7344141567 |
|
|
|
|
|
|
beverly spalding |
I spoke with mr spalding whose name was the contact person on the list. He stated that he had no investments but that his wife did. She has an annuity. He felt that she might be interested in finding out more information. HE APPROVED A FOLLOW UP CALL HOWEVER THEY ARE GOING ON A VACATION AND WILL NOT BE BACK FOR 3 WEEKS. He requested that we send information and make the call at that time. |
10:00 |
|
am |
06/19/07 |
10:00 |
am |
|
2264 |
6/15/2007 3:26:30 PM |
rosalyn |
mattei |
Approved follow-up Call |
69 |
antoinette |
lombardo |
42187 Tonquish Ct |
CANTON |
mi |
48187 |
7342590133 |
|
|
|
|
|
|
antoinette lombardo |
answered all of my questions but was a bit apprehensive about a follow up call. she was concerned about being obligated to anything |
6:00 |
|
pm |
06/15/07 |
5:50 |
pm |
|
2225 |
5/19/2007 10:18:39 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
71 |
melvin |
westphal |
44276 Brandywyne Rd |
Canton |
MI |
48187 |
7344598456 |
|
|
|
|
|
|
melvin westphal |
I spoke with melvin westphal He can be contacted at 6pm through out the week days. |
6:00 |
|
pm |
05/19/07 |
12:41 |
pm |
|
2224 |
5/19/2007 10:14:35 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
65 |
james |
jermanus |
7419 Burgundy St |
Canton |
mi |
48187 |
7344535948 |
|
|
|
|
|
|
james jermanus |
james was nice to speak with he can be contacted at 12:30pm on saturdays. |
12:30 |
|
pm |
05/19/07 |
12:33 |
pm |
|
2223 |
5/19/2007 10:09:00 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
73 |
florian |
kaczynski |
40122 Newport Dr |
Plymouth |
MI |
48170 |
7344530173 |
|
|
|
|
|
|
florian kaczynski |
Mr florian was rather soft spoken He was easy to converse with and he states that he is home most of the time. |
12:00 |
|
pm |
05/19/07 |
12:14 |
pm |
|
2187 |
5/10/2007 5:44:27 PM |
rosalyn |
mattei |
Approved follow-up Call |
69 |
virginia |
reiff |
2917 Charing Cross |
NORTHVILLE |
MI |
|
2484867785 |
|
|
|
|
|
|
virginia reiff |
Mrs. Reiff is a very nice lady. |
8:30 |
|
pm |
05/10/07 |
8:37 |
pm |
|
2186 |
5/10/2007 5:40:24 PM |
rosalyn |
mattei |
Approved follow-up Call |
68 |
travis |
nixon |
21824 Rathlone Dr |
NORTHVILLE |
MI |
|
2483498166 |
|
|
|
|
|
|
travis nixon |
Readily accepted my call and answered my questions. |
8:00 |
|
pm |
05/10/07 |
8:00 |
pm |
|
2185 |
5/10/2007 4:33:32 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
64 |
randolf |
higgison |
9847 Ruth Ave |
allen park |
MI |
|
3139284089 |
|
|
|
|
|
|
randolf higgison |
Randolf was very nice and easy going |
7:00 |
|
pm |
05/10/07 |
7:00 |
pm |
|
2184 |
5/10/2007 4:29:52 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
76 |
william |
liphardt |
9647 Andrews Ave |
allen park |
mi |
|
3133834946 |
|
|
|
|
|
|
william liphardt |
william seemed a little apprehensive but overall he was pretty open to hear more. |
7:00 |
|
pm |
05/10/07 |
6:45 |
pm |
|
2174 |
5/9/2007 5:35:09 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
79 |
EARL |
SMITH |
13401 Beacon Hill Dr |
Plymouth |
MI |
|
7344533976 |
|
|
|
|
|
|
EARL SMITH |
EASY TO TALK TO. |
8:00 |
|
pm |
05/09/07 |
8:00 |
pm |
|
2123 |
5/3/2007 1:04:53 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
66 |
theodore |
martin |
15007 Mclain Ave |
allen park |
MI |
48101 |
3133881961 |
|
|
|
|
|
|
theodore martin |
Works during the evening. He was napping when I called. Even so he had a great disposition. I get the impression that theodore usually takes a a nap during the mornings. He stated that 3:30, the time that I called, is generally a good time to contact him. He is nice and appears to be pretty sharp. |
3:30 |
|
pm |
05/03/07 |
3:30 |
pm |
|
2122 |
5/3/2007 12:58:50 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
70 |
kenneth |
chadwell |
14828 Englewood Ave |
allen park |
MI |
48101 |
3133891801 |
|
|
|
|
|
|
mrs. chadwell |
stated that she thought they had one of the investments. She welcomed a call back. Mrs. chadwell was a bit timid
|
3:00 |
|
pm |
05/03/07 |
3:15 |
pm |
|
2121 |
5/3/2007 12:54:07 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133881492 |
|
|
|
|
|
|
antoinette schlaff |
Nice easy to talk with |
3:00 |
|
pm |
05/03/07 |
3:00 |
pm |
|
2120 |
5/3/2007 12:52:13 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133891801 |
|
|
|
|
|
|
antoinette schlaff |
Nice easy to talk with |
3:00 |
|
pm |
05/03/07 |
3:00 |
pm |
|
2119 |
5/3/2007 12:51:38 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133891801 |
|
|
|
|
|
|
antoinette schlaff |
Nice easy to talk with |
3:00 |
|
pm |
05/03/07 |
3:00 |
pm |
|
2118 |
5/3/2007 12:47:53 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133881492 |
|
|
|
|
|
|
antoinette schlaff |
Nice easy to talk with |
3:00 |
|
pm |
05/03/07 |
3:00 |
pm |
|
2096 |
4/30/2007 5:52:31 PM |
rosalyn |
mattei |
Approved follow-up Call |
64 |
james |
mccammond |
12770 N Ridge Rd |
plymouth |
mi |
48170 |
7344590992 |
|
|
|
|
|
|
james mccammond |
james was very easy going and pleasant to talk to |
7:00 |
|
pm |
04/30/07 |
7:43 |
pm |
|
2087 |
4/27/2007 9:22:11 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
66 |
LEONARD |
Zoltowski |
44287 Postmill Ct |
CANTON |
MI |
48187 |
7344536894 |
|
|
|
|
|
|
MRS. ZOLTOWSKI |
I SPOKE WITH MRS ZOLTOWSKI. SHE WAS VERY MUCH IN A HURRY TOWARDS THE END OF THE CALL AS SHE HAD ANOTHER INCOMING CALL. SHE SAID OK TO MAIL BEING SENT OUT. I ASKED HER IF 11:00AM WOULD BE OK FOR A FOLLOW UP CALL. SHE SAID OK, I HAVE A CALL COMING IN. SHE THEN HUNG UP. I AM UNSURE IF SHE WAS SAYING OK TO THE FOLLOW UP CALL OR JUST SAYING OK I HAVE TO GO. I AM ASSUMING THAT SHE WAS SAYING OK TO THE CALL AS SHE READILY LISTENED TO ME AND ANSWERED MY QUESTIONS ABOUT INVESTMENTS HER HUSBANDS AGE AND SHE VERIFIED HER ADDRESS. |
11:00 |
|
am |
04/27/07 |
11:30 |
am |
|
2086 |
4/27/2007 9:19:51 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
66 |
LEONARD |
Zoltowski |
44287 Postmill Ct |
CANTON |
MI |
48187 |
7344536894 |
|
|
|
|
|
|
MRS. ZOLTOWSKI |
I SPOKE WITH MRS ZOLTOWSKI. SHE WAS VERY MUCH IN A HURRY TOWARDS THE END OF THE CALL AS SHE HAD ANOTHER INCOMING CALL. SHE SAID OK TO MAIL BEING SENT OUT. I ASKED HER IF 11:00AM WOULD BE OK FOR A FOLLOW UP CALL. SHE SAID OK, I HAVE A CALL COMING IN. SHE THEN HUNG UP. I AM UNSURE IF SHE WAS SAYING OK TO THE FOLLOW UP CALL. I AM ASSUMING THAT SHE DID AS SHE READILY LISTENED TO ME AND ANSWERED MY QUESTIONS ABOUT INVESTMENTS HER HUSBANDS AGE AND SHE VERIFIED HER ADDRESS. |
11:00 |
|
am |
04/27/07 |
11:30 |
am |
|
2085 |
4/27/2007 8:59:22 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
65 |
CHARLES |
PAGE |
45415 Brunswick Dr |
CANTON |
MI |
48187 |
7344594978 |
|
|
|
|
|
|
CHARLES PAGE |
CHARLES IS VERY FRIENDLY AND INTERESTING. |
10:00 |
|
am |
04/27/07 |
11:10 |
am |
|
2083 |
4/27/2007 8:49:02 AM |
ROSALYN |
MATTEI |
Approved follow-up Call |
76 |
EDWARD |
GENSIEWSKI |
7532 Admiralty Dr |
CANTON |
MI |
48187 |
7347370449 |
|
|
|
|
|
|
MRS. ELDA GENSIEWSKI |
I SPOKE WITH MRS. ELDA GENSIEWSKI |
1:00 |
|
pm |
04/27/07 |
10:56 |
am |
|
2082 |
4/27/2007 7:49:35 AM |
rosalyn |
MATTEI |
Approved follow-up Call |
65 |
MARILYN |
COMETTO |
40148 Newport Dr |
PLYMUTH |
MI |
48170 |
7344538381 |
|
|
|
|
|
|
MARILYN COMETTO |
MARILYN WAS NICE AND EASY TO TALK WITH |
10:30 |
|
am |
04/27/07 |
10:10 |
am |
|
2078 |
4/25/2007 5:46:19 PM |
ROSALYN |
MATTEI |
Approved follow-up Call |
72 |
JAMES |
MCPHAIPACH |
9728 Bloomsbury Cir |
NORTHVILLE |
MI |
48167 |
2484460195 |
|
|
|
|
|
|
JAMES MCPHAIPACH |
APPROVED FOLLOW UP CALL. |
7:30 |
|
pm |
04/25/07 |
7:35 |
pm |
|
2065 |
4/20/2007 4:19:44 PM |
rosalyn |
mattei |
Approved follow-up Call |
74 |
mildred |
johnson |
39535 Danielle Dr |
northville |
mi |
48167 |
2483476049 |
|
|
|
|
|
|
mildred johnson |
Pleasant person to speak with. |
7:00 |
|
pm |
04/20/07 |
6:55 |
pm |
|
2064 |
4/20/2007 4:16:04 PM |
rosalyn |
mattei |
Approved follow-up Call |
68 |
dorothy |
poland |
41718 Onaway Dr |
northville |
mi |
48167 |
2483493718 |
|
|
|
|
|
|
dorothy poland |
approved follow up call |
6:30 |
|
pm |
04/20/07 |
6:30 |
pm |
|
2055 |
4/20/2007 7:38:04 AM |
ROSALYN |
MATTEI |
Approved follow-up Call |
74 |
PATSIE |
DUNN |
4076 Berkeley Ave |
CANTON |
MI |
48188 |
7343989893 |
|
|
|
|
|
|
PATSIE DUNN |
PATSIE WILL NOT BE AVAILABLE THROUGHOUT THE REST OF THIS WEEK. THE BEST TIME SHE COULD GIVE ME WAS 2 OR 3PM SOMETIME IN THE MIDDLE OF NEXT WEEK. |
2 OR 3:00 |
|
pm |
04/20/07 |
10:00 |
am |
|
2035 |
4/13/2007 5:50:16 PM |
rosalyn |
MATTEI |
Approved follow-up Call |
65 |
NOREEN |
CUSICK |
48040 Vistas Ct |
CANTON |
MI |
48188 |
7343404260 |
|
|
|
|
|
|
NOREEN CUSICK |
I SPOKE WITH NOREEN CUSICK. SHE WOULD LIKE TO BE CONTACTED AT 8:30PM |
8:30 |
|
pm |
04/13/07 |
8:30 |
pm |
|
2020 |
4/11/2007 11:12:52 AM |
ROSALYN |
MATTEI |
Approved follow-up Call |
76 |
JOAN |
REID |
15221 Blue Skies St |
Livonia |
MI |
48154 |
734-464-11 |
|
|
|
|
|
|
JOAN REID |
I SPOKE WITH MR. REID'S WIFE. JOAN REID |
5:00 |
|
pm |
04/11/07 |
1:40 |
pm |
|
2084 |
4/27/2007 8:55:22 AM |
rosalyn |
METTEI |
Approved follow-up Call |
68 |
ROBERT |
LUSKO |
46250 Bartlett Dr |
CANTON |
MI |
48187 |
7344164250 |
|
|
|
|
|
|
ROBERT LUSKO |
I SPOKE WITH ROBERT LUSKO. HE WAS RATHER ON THE APPREHENSIVE SIDE. HOWEVER HE DID AGREE TO A FOLLOW UP CALL |
11:00 |
|
am |
04/27/07 |
11:02 |
am |
|
2253 |
6/8/2007 7:27:05 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
64 |
stephen |
wood |
2520 Crain Hwy |
UPPER MARBORO |
MD |
20774 |
3016272314 |
|
|
|
|
|
|
Mrs. Wood |
spoke with mrs wood. she stated that she thought that her husband had an investment in one of the accounts listed. She was interested in receiving more information and she approved a follow up call for 6:00pm |
6:00 |
|
pm |
06/08/07 |
9:58 |
am |
|
2252 |
6/8/2007 7:22:15 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
66 |
thelma |
moultrie |
13005 Cannon Pl |
UPPER MARBORO |
MD |
20774 |
3013902967 |
|
|
|
|
|
|
thelma moultrie |
Requested clarification on who I was and from where. Overall very nice to speak with. |
9:30 |
|
am |
06/08/07 |
9:42 |
am |
|
2251 |
6/8/2007 7:16:54 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
78 |
olive |
domingo |
13606 New Acadia Ln |
UPPER MARBORO |
MD |
20774 |
3014648672 |
|
|
|
|
|
|
olive domingo |
Readily answered all questions without hesitation. Pleasant person to speak with |
9:30 |
|
am |
06/08/07 |
9:28 |
am |
|
2245 |
6/5/2007 8:18:36 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
70 |
CLARA |
JOHNSON |
7021 Nashville Rd |
Lanham |
MD |
20706 |
3015520117 |
|
|
|
|
|
|
CLARA JOHNSON |
PLEASANT AND UPBEAT. NICE PERSON TO SPEAK WITH. ANSWERED ALL QUESTIONS READILY AND WAS INTERESTED IN A FOLLOW UP CALL. |
11:00 |
|
am |
06/05/07 |
10:57 |
am |
|
2244 |
6/5/2007 8:14:54 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
76 |
OLIVE |
GRAVES |
9028 Volta St |
Lanham |
MD |
20706 |
3015776804 |
|
|
|
|
|
|
OLIVE GRAVES |
VERY NICE TO SPEAK TOO. |
11:00 |
|
am |
06/05/07 |
10:49 |
am |
|
2243 |
6/5/2007 8:11:54 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
76 |
KATHLEEN |
KADERABEK |
6915 100th Ave |
Lanham |
MD |
20706 |
3015771423 |
|
|
|
|
|
|
KATHLEEN KADERABEK |
PLEASANT TO SPEAK WITH. ANSWERED ALL QUESTIONS READILY |
10:30 |
|
am |
06/05/07 |
10:21 |
am |
|
2242 |
6/5/2007 8:08:40 AM |
ROSALYN |
OWEN |
Approved follow-up Call |
65 |
ROBERT |
PITTS |
6404 Dahlgreen Ct |
Lanham |
MD |
20706 |
3015529252 |
|
|
|
|
|
|
ROBERT PITTS |
ROBERT WAS SHORT AND TO THE POINT. A LITTLE CONSERVATIVE ABOUT GIVING OUT INFORMATION. |
10:00 |
|
am |
06/05/07 |
10:18 |
am |
|
2241 |
6/4/2007 5:37:39 PM |
rosalyn |
owen |
Approved follow-up Call |
77 |
charles |
freer |
7509 Dover Ln |
LANHAM |
md |
20706 |
3015522510 |
|
|
|
|
|
|
charles freer |
Nice to talk too. He is an active individual who is on the move. He states that it may be difficult to catch up with him. He states that if you can't catch him at 8pm try thru out the day. |
8:00 |
|
pm |
06/04/07 |
8:14 |
pm |
|
2240 |
6/4/2007 5:32:18 PM |
rosalyn |
owen |
Approved follow-up Call |
70 |
patricia |
johnson |
6506 99th Pl |
LANHAM |
md |
20706 |
3015776046 |
|
|
|
|
|
|
patricia johnson |
Patricia was easy to talk too but rather doubtful that she would change any of her investments. She was open to a follow up call. |
4:00 |
|
pm |
06/04/07 |
7:20 |
pm |
|
2236 |
5/24/2007 6:49:42 PM |
rosalyn |
OWEN |
Approved follow-up Call |
64 |
ALTHEA |
SMITH |
7227 Kidmore Ln |
LANHAM |
md |
20706 |
3014596019 |
|
|
|
|
|
|
ALTHEA SMITH |
ALTHEA WAS PRETTY EASY GOING WITH A MILD DISPOSITION.
|
8:30 |
|
pm |
05/24/07 |
8:30 |
pm |
|
2233 |
5/23/2007 8:52:58 AM |
rosalyn |
owen |
Approved follow-up Call |
78 |
GEORGE |
POMETTO |
4610 Timber Ln |
LANHAM |
md |
20706 |
3015770978 |
|
|
|
|
|
|
GEORGE POMETTO |
LISTENED TO MY PRESENTATION AND ANSWERED QUESTIONS WITHOUT INCIDENCE |
11:00 |
|
am |
05/23/07 |
11:05 |
am |
|
2232 |
5/23/2007 8:49:10 AM |
rosalyn |
owen |
Approved follow-up Call |
76 |
JEANNE |
JONES |
9804 Stall Ave |
LANHAM |
md |
20706 |
3014599744 |
|
|
|
|
|
|
JEANNE JONES |
VERY NICE AND PLEASANT TO SPEAK WITH. |
11:00 |
|
am |
05/23/07 |
10:55 |
am |
|
2231 |
5/23/2007 8:46:08 AM |
rosalyn |
owen |
Approved follow-up Call |
70 |
ETHEL |
WILLIAMS |
10316 Broom Ln |
LANHAM |
md |
20706 |
3017948970 |
|
|
|
|
|
|
ETHEL WILLIAMS |
ETHEL ANSWERED ALL OF THE QUESTIONS BUT SHE WAS IN A RUSH TO GET OUT TO THE DENTIST OFFICE |
6:00 |
|
pm |
05/23/07 |
10:45 |
am |
|
2230 |
5/23/2007 8:43:10 AM |
rosalyn |
owen |
Approved follow-up Call |
64 |
CALVIN |
RODGERS |
5205 Whitfield Chapel Rd |
LANHAM |
MD |
20706 |
3014595997 |
|
|
|
|
|
|
MRS RODGERS |
I SPOKE WITH MRS RODGERS. SHE WAS RATHER OUTSPOKEN. SHE PRETTY MUCH ANSWERED ALL OF THE QUESTIONS BUT IT WAS MORE LIKE SHE WAS SCREENING THE CALL. AT THE END OF THE PRESENTATION SHE STATED THAT SHE FELT MR RODGERS WOULD BE VERY INTERESTED IN A FOLLOW UP CALL. |
6:00 |
|
pm |
05/23/07 |
10:30 |
am |
|
2229 |
5/22/2007 4:44:57 PM |
rosalyn |
owen |
Approved follow-up Call |
64 |
winston |
wilson |
8633 Fulton Ave |
glenarden |
md |
20706 |
2405827677 |
|
|
|
|
|
|
winston wilson |
Winston is an extremely busy person. I had a very hard time trying to pin point a time for a follow up call. He states that he may be available on saturdays at 6pm |
6:00 |
|
pm |
05/22/07 |
7;20 |
pm |
|
2101 |
5/1/2007 8:51:27 AM |
ROSALYN |
owen |
Approved follow-up Call |
70 |
FRANK |
WELSH |
1683 Hart Ct |
CROFTON |
MD |
21114 |
4104517302 |
|
|
|
|
|
|
FRANK WELSH |
FRANK UNDERSTOOD ME BUT HE WAS A LITTLE BIT SLOW IN HIS THINKING |
11:00 |
|
am |
05/01/07 |
11:00 |
am |
|
2100 |
5/1/2007 8:47:12 AM |
ROSALYN |
owen |
Approved follow-up Call |
63 |
PATRICK |
OBRIEN |
18509 Queen Anne Rd |
UPPER MARBORO |
MD |
20774 |
3012497856 |
|
|
|
|
|
|
PATRICK OBRIEN |
vERY FRIENDLY AND PLEASANT. A PLEASURE TO TALK TO |
10:30 |
|
am |
05/01/07 |
10:43 |
am |
|
2099 |
5/1/2007 8:42:51 AM |
ROSALYN |
owen |
Approved follow-up Call |
77 |
BETTY |
BROTHERS |
123 Crain Hwy |
UPPER MARBORO |
md |
70774 |
3012493502 |
|
|
|
|
|
|
BETTY BROTHERS |
EASY TO TALK TO |
10:30 |
|
am |
05/01/07 |
10:30 |
am |
|
2090 |
4/28/2007 9:52:44 AM |
rosalyn |
owen |
Approved follow-up Call |
66 |
mary |
chiles |
3623 Jeff Rd |
springdale |
md |
20774 |
3017739624 |
|
|
|
|
|
|
mary chiles |
approved follow up call |
11:00 |
|
am |
04/28/07 |
12:00 |
pm |
|
2089 |
4/28/2007 9:46:51 AM |
rosalyn |
owen |
Approved follow-up Call |
68 |
solomon |
ragland |
3391 Chester Grove Rd |
UPPER MARBORO |
md |
20774 |
3015683420 |
|
|
|
|
|
|
solomon ragland |
approved follow up call |
11:00 |
|
am |
04/28/07 |
11:55 |
am |
|
2088 |
4/28/2007 9:42:31 AM |
rosalyn |
owen |
Approved follow-up Call |
76 |
charels |
bagenstose |
1019 Butterworth Ln |
Uppr Marlboro |
md |
20774 |
3013360622 |
|
|
|
|
|
|
charles bagenstose |
approved follow up call |
11:00 |
|
am |
04/27/07 |
11:45 |
am |
|
2059 |
4/20/2007 8:48:21 AM |
rosalyn |
owen |
Approved follow-up Call |
68 |
HARRISON |
BENTON |
10003 Timberwood Ct |
MARLBORO |
MD |
20772 |
3015992054 |
|
|
|
|
|
|
MRS. BENTON |
i SPOKE TO MRS. BENTON |
2:30 |
|
pm |
04/20/07 |
11:30 |
am |
|
2058 |
4/20/2007 8:45:13 AM |
rosalyn |
owen |
Approved follow-up Call |
70 |
JOHN |
TILLERY |
4815 Woodford Ln |
MARLBORO |
MD |
20772 |
3017806611 |
|
|
|
|
|
|
MRS TILLERY |
PLEASE CALL MR. TILLERY AT 7PM |
7:00 |
|
pm |
04/20/07 |
11:00 |
am |
|
2057 |
4/20/2007 8:44:01 AM |
rosalyn |
owen |
Approved follow-up Call |
64 |
JESSIE |
GIBSON |
4003 Terrytown Ct |
MARLBORO |
MD |
20772 |
3016275652 |
|
|
|
|
|
|
PEGGY GIBSON |
I SPOKE WITH PEGGY GIBSON JESSIE'S WIFE. |
6:00 |
|
pm |
04/20/07 |
11:15 |
am |
|
2056 |
4/20/2007 8:39:55 AM |
rosalyn |
owen |
Approved follow-up Call |
70 |
JOHN |
TILLERY |
4815 Woodford Ln |
MARLBORO |
MD |
20772 |
301-780-66 |
|
|
|
|
|
|
MRS TILLERY |
PLEASE CALL MR. TILLERY AT 7PM |
7:00 |
|
pm |
04/20/07 |
11:00 |
am |
|
2047 |
4/18/2007 4:01:33 PM |
Rosalyn |
OWEN |
Approved follow-up Call |
64 |
LEON |
BEARD |
17207 Brookmeadow Ln |
UPPER MARBORO |
MD |
20772 |
301-627-84 |
|
|
|
|
|
|
DELORES BEARD |
I SPOKE WITH DELORES BEARD. SHE SEEMS TO BE THE ONE TO TAKE CARE OF BUSINESS AS MR BEARD WAS NOT COMPREHENDING THE JIST OF THE PHONE CALL. MRS BEARD SUPPLIED THE INFORMATION AND APPROVED A FOLLOW UP CALL |
6:30 |
|
|
04/18/07 |
6:30 |
pm |
|
2299 |
6/29/2007 4:19:09 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
70 |
james |
heiman |
121 Motl St |
MARSHALL |
WI |
53559 |
6086554174 |
|
|
|
|
|
|
james heiman |
Mr heiman was very agreeable. He readily answered all of my questions and He seemed very interested in receiving more information |
6:00 |
|
pm |
06/29/07 |
6:02 |
pm |
|
2298 |
6/29/2007 4:11:42 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
janet |
spensor |
3270 Spencer Rd |
cottage grove |
WI |
53527 |
6088735270 |
|
|
|
|
|
|
janet spensor |
Janet is very much on the go. She states that 5:00pm might be a good time to catch up with her. She states that it is never ok to call her after 6:30pm |
5:00 |
|
pm |
06/29/07 |
5:31 |
pm |
|
2297 |
6/29/2007 10:09:22 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
GARY |
PAUST |
W9595 E Kroghville Rd |
WATERLOO |
WI |
53594 |
9206482793 |
|
|
|
|
|
|
GARY PAUST |
A LITTLE QUIRKY. ARTICULATED HIS WORDS WITH AN INTENTIONAL DRAWL |
10:00 |
|
am |
06/29/07 |
10:18 |
am |
|
2296 |
6/29/2007 10:05:34 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
RENO |
GEHRKE |
772 Canal Rd |
MARSHALL |
WI |
53559 |
6086554086 |
|
|
|
|
|
|
MRS GEHRKE |
I SPOKE WITH MRS GEHRKE. SHE WAS UNSURE ABOUT HER HUSBANDS INVESTMENTS. SHE SAID SHE THOUGHT THAT HE HAD ONE OF THE THREE INVESTMENTS. SHE REQUESTED THAT A CALL BE GIVEN BACK TO SPEAK TO HER HUSBAND AFTER THE 4TH OF JULY. HE IS AWAY ON A CAMPING TRIP AND SHE IS TO JOIN HIM TODAY. I BELIEVE SHE STATED THAT THEY HAVE A SUMMER HOUSE. |
10:00 |
|
am |
06/29/07 |
9:55 |
am |
|
2295 |
6/28/2007 8:04:52 PM |
rosalyn |
russell |
Approved follow-up Call |
0 |
karen |
nelson |
111 N Washington St |
Deerfield |
wi |
53531 |
6087645865 |
|
|
|
|
|
|
karen nelson |
Norman the husband was the person whose name was on the list however according to his wife karen he has no investment. Karen on the other hand has investments and said she would be interested in knowing more. Karen was not forth coming with her age
Revised for clarity |
5:00 |
|
pm |
06/28/07 |
8:16 |
pm |
|
2294 |
6/28/2007 8:01:36 PM |
rosalyn |
russell |
Approved follow-up Call |
69 |
robert |
anderson |
923 Robert St |
Edgerton |
wi |
53534 |
6088848316 |
|
|
|
|
|
|
robert anderson |
robert was rather quiet. He was interested in hearing more however |
8:30 |
|
pm |
06/28/07 |
8:50 |
pm |
|
2293 |
6/28/2007 7:57:40 PM |
rosalyn |
russell |
Approved follow-up Call |
0 |
karen |
nelson |
111 N Washington St |
Deerfield |
wi |
53531 |
6087645865 |
|
|
|
|
|
|
karen nelson |
Norman name was on the list however he has not investment. Karen does and said she would be interested in knowing more. However Karen was not forth coming with her age |
5:00 |
|
pm |
06/28/07 |
8:16 |
pm |
|
2292 |
6/28/2007 7:38:51 PM |
rosalyn |
russell |
Approved follow-up Call |
76 |
arthur |
voit |
2917 County Road BB |
Cottage Grove |
wi |
53527 |
6082211941 |
|
|
|
|
|
|
arthur voit |
wife passed away 10 years ago. But he works to keep busy. He is very nice |
8:00 |
|
pm |
06/28/07 |
8:04 |
pm |
|
2291 |
6/28/2007 7:20:28 PM |
rosalyn |
russell |
Approved follow-up Call |
69 |
rodney |
anthony |
4637 W Rutland Rd |
brooklyn |
wi |
53521 |
6084558772 |
|
|
|
|
|
|
rodney anthony |
answered questions but did so with one word answers. |
7:30 |
|
pm |
6/28/07 |
7:41 |
pm |
|
2263 |
6/14/2007 9:25:38 AM |
rosalyn |
russell |
Approved follow-up Call |
74 |
darlene |
hancock |
8526 Prairie Hill Rd |
madison |
WI |
53719 |
6088290949 |
|
|
|
|
|
|
darlene hancock |
Listened and answered questions readily. Very friendly person. |
11:00 |
|
am |
06/14/07 |
10:46 |
am |
|
2262 |
6/14/2007 9:21:08 AM |
rosalyn |
russell |
Approved follow-up Call |
70 |
aksuko |
hamilton |
4814 Comanche Way |
madison |
WI |
53704 |
6082446743 |
|
|
|
|
|
|
aksuko hamilton |
Spokw with a moderately thick accent. Was a little apprehensive about receiving any information. Husband has passed away. |
10:30 |
|
am |
06/14/07 |
10:26 |
am |
|
2261 |
6/14/2007 9:15:40 AM |
rosalyn |
russell |
Approved follow-up Call |
68 |
herbet |
eidson |
5350 Westport Rd Unit 21 |
madison |
WI |
53704 |
6084676247 |
|
|
|
|
|
|
herbert eidson |
Nice person to speak with. Readily answered my questions |
10:00 |
|
am |
06/14/07 |
10:20 |
am |
|
2260 |
6/14/2007 9:12:30 AM |
rosalyn |
russell |
Approved follow-up Call |
63 |
john |
luther |
1014 Ash Ln |
Stoughton |
WI |
53589 |
6088735204 |
|
|
|
|
|
|
fran luther |
I spoke with fran. she stated that the best time to call would be about 6pm. She states that they are in and out a lot. She was a little skeptical about making any changes to her investments. |
6:00 |
|
pm |
06/14/07 |
10:14 |
am |
|
2259 |
6/13/2007 6:00:59 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
74 |
robert |
schmidt |
34 Cherokee Cir Unit 203 |
MADISON |
WI |
53704 |
6082402217 |
|
|
|
|
|
|
robert schmidt |
robert was pretty easy going and passive throughout the conversation. He answered all questions and approved a follow up call. |
7:30 |
|
pm |
06/12/07 |
7:45 |
pm |
|
2258 |
6/13/2007 5:56:28 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
70 |
rosemary |
kibbe |
65 Cherokee Cir Unit 102 |
MADISON |
WI |
53704 |
6084676122 |
|
|
|
|
|
|
rose mary kibbe |
Rose mary was easy to speak with answered all questions and approved a follow up call |
7:30 |
|
pm |
06/12/07 |
7:37 |
pm |
|
2257 |
6/12/2007 5:19:13 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
66 |
jerome |
hansen |
468 Warbler Ln |
MADISON |
WI |
53704 |
6082445191 |
|
|
|
|
|
|
jerome hansen |
nice person to speak with interested in finding out more information. |
6:30 |
|
pm |
06/12/07 |
6:45 |
pm |
|
2256 |
6/12/2007 5:16:04 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
73 |
margaret |
pfutzenreuter |
4425 Jay Dr |
MADISON |
WI |
53704 |
6082449133 |
|
|
|
|
|
|
margaret pfutzenreuter |
margaret was very nice. states that she has only a small investment but she would be interested in more information pertaining to increasing her investments |
6:30 |
|
pm |
06/08/07 |
6:27 |
pm |
|
2255 |
6/12/2007 5:12:02 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
74 |
armond |
gower |
4506 Northview Dr |
MADISON |
WI |
53704 |
6082424445 |
|
|
|
|
|
|
armond gower |
Nice person. He is going to california next monday. So please call this week when he is still available. He prefers a call before he goes out of town. |
6:00 |
|
pm |
06/12/07 |
6:22 |
pm |
|
2254 |
6/12/2007 5:05:16 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
65 |
lillian |
shroeder |
536 Morningstar Ln |
MADISON |
WI |
53704 |
6082411724 |
|
|
|
|
|
|
lillian shroeder |
spoke with lillian. answered questions but not very talkative. |
6:00 |
|
pm |
06/12/07 |
6:10 |
pm |
|
2250 |
6/6/2007 5:02:52 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
70 |
michael |
leckrone |
7733 Hillcrest Ave |
MIDDLETON |
wi |
53562 |
6088249603 |
|
|
|
|
|
|
michael leckrone |
No nonsense type of person. However Nice and receptive. Readily approved a follow up call. |
6:00 |
|
pm |
06/06/07 |
6:07 |
pm |
|
2249 |
6/5/2007 4:56:37 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
66 |
LOIS |
NORDNESS |
4511 Martha Ln |
MADISON |
WI |
53714 |
6082260259 |
|
|
|
|
|
|
LOIS NORDNESS |
NICE PERSON TO SPEAK WITH. APPROVED A FOLLOW UP CALL. |
6:30 |
|
pm |
06/05/07 |
6:30 |
pm |
|
2248 |
6/5/2007 4:52:27 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
81 |
ALMA |
CHAPMAN |
101 Frost Woods Rd Apt 124 |
MADISON |
WI |
53716 |
6082240833 |
|
|
|
|
|
|
ALMA CHAPMAN |
NICE PERSON TO SPEAK WITH. HOWEVER SHE WAS A BIT APPREHENSIVE ABOUT MAKING ANY CHANGES IN HER INVESTMENTS. SHE DID APPROVE A FOLLOW UP CALL. |
6:00 |
|
pm |
06/05/07 |
6:15 |
pm |
|
2247 |
6/5/2007 4:49:00 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
76 |
JOHN |
SMITH |
4325 Maher Ave |
MADISON |
WI |
53716 |
6082227598 |
|
|
|
|
|
|
MRS. SMITH |
I SPOKE WITH MRS. SMITH. SHE CONFIRMED EVERYTHING BUT SHE WAS A TAD BIT UNCERTAIN. SHE APPROVED A FOLLOW UP CALL SPEAK TO MR SMITH AT AROUND 5PM |
5:00 |
|
pm |
06/05/07 |
5:37 |
pm |
|
2246 |
6/5/2007 4:44:36 PM |
ROSALYN |
RUSSELL |
Approved follow-up Call |
74 |
william |
GYURICSEK |
4806 Meredithe Ave |
MADISON |
WI |
53716 |
6082228442 |
|
|
|
|
|
|
MRS. GYURICSEK |
I SPOKE WITH MRS. GYURICSEK. SHE WAS ABLE TO CONFIRM THE INFORMATION BUT SHE STATED THAT HER HUSBAND WOULD BE THE ONE TO TALK TO ABOUT SUCH MATTERS. SHE STATES THAT HE COULD BE REACHED AROUND 6:30PM |
6:30 |
|
pm |
06/05/07 |
5:30 |
pm |
|
2239 |
5/29/2007 8:00:22 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
66 |
raphael |
keller |
3501 Prairie Ave |
madison |
WI |
53714 |
6082420488 |
|
|
|
|
|
|
raphael keller |
Paused for a while before answering each question. Serious type of phone demeanor. |
9:48 |
|
am |
05/29/07 |
9:48 |
am |
|
2238 |
5/29/2007 7:56:57 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
78 |
Rodney |
Bailey |
217 Lynnhaven Rd |
madison |
wi |
53714 |
6082494676 |
|
|
|
|
|
|
Mrs Bailey |
Had a question or two. Was very direct about her questions. Overall nice lady to speak with. |
9:30 |
|
|
05/29/07 |
9:30 |
am |
|
2237 |
5/24/2007 6:56:08 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
ELLEN |
CARTTER |
1002 Mayfair Ave |
madison |
WI |
53714 |
6082497419 |
|
|
|
|
|
|
ELLEN CARTTER |
LISTENED TO WHAT I HAD TO SAY AND ANSWERED ALL QUESTIONS WITHOUT INCIDENCE. |
8:30 |
|
pm |
05/24/07 |
8:30 |
pm |
|
2235 |
5/24/2007 6:47:42 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
ALTHEA |
SMITH |
7227 Kidmore Ln |
LANHAM |
md |
20706 |
3014596019 |
|
|
|
|
|
|
ALTHEA SMITH |
ALTHEA WAS PRETTY EASY GOING WITH A MILD DISPOSITION. |
8:30 |
|
pm |
05/24/07 |
8:30 |
pm |
|
2234 |
5/24/2007 11:33:58 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
michael |
mcgrath |
205 S Midvale Blvd |
madison |
WI |
53705 |
6082181215 |
|
|
|
|
|
|
michael mcgrath |
Nice person.. Pretty mild mannered. |
1:30 |
|
pm |
05/24/07 |
1:30 |
pm |
|
2208 |
5/15/2007 4:25:59 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
MARGARET |
JORGENSEN |
7627 W Hampstead Ct |
MIDDLETON |
WI |
53562 |
6088249570 |
|
|
|
|
|
|
MR. JORGENSEN |
I SPOKE INITIALLY WITH MARGARET BUT SHE PROMPTLY LET ME KNOW THAT HER HUSBAND MADE ALL OF THE FINANCIAL DECISIONS. I SPOKE WITH HIM AND HE WAS OPEN TO HEARING MORE. THE JORGENSEN'S ARE ACTIVE INDIVIDUALS AND THEY ARE PLANNING TO MOVE IN THE NEAR FUTURE. HE IS EXPECTING A CALL WITHIN ABOUT ONE WEEK. |
6:30 |
|
pm |
05/15/07 |
6:15 |
pm |
|
2207 |
5/15/2007 4:21:14 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
76 |
Joseph |
MALY |
7120 Companion Ln |
MIDDLETON |
WI |
53562 |
6088369345 |
|
|
|
|
|
|
JOSEPH MALY |
APPROVED FOLLOW UP CALL WITH NO PROBLEMS |
6:00 |
|
pm |
05/15/07 |
6:00 |
pm |
|
2194 |
5/15/2007 10:21:33 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
68 |
ROBERT |
LOUDON |
4008 Shawn Trl |
MIDDLETON |
WI |
53562 |
6088360883 |
|
|
|
|
|
|
ROBERT LOUDON |
ROBERT APPROVED A FOLLOW UP CALL. HE WAS VERY UPBEAT |
12:00 |
|
pm |
05/15/07 |
12:30 |
pm |
|
2193 |
5/15/2007 10:17:36 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
PATRICIA |
LAGREE |
6410 Hubbard Ave |
MIDDLETON |
WI |
53562 |
6088368238 |
|
|
|
|
|
|
PATRICIA LAGREE |
PATRICIA WAS VERY SKEPTICAL. SHE HAD NUMEROUS QUESTIONS. BUT SHE DID APPROVE A FOLLOW UP CALL. |
12:00 |
|
pm |
05/15/07 |
12:30 |
pm |
|
2192 |
5/15/2007 10:14:20 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
64 |
ERNIE |
THIEDING |
2439 Char Ct |
Mc Farland |
WI |
53558 |
6088384755 |
|
|
|
|
|
|
MRS. THEIDING |
I SPOKE WITH MRS THEIDING I GOT HER APPROVAL BUT HAD SOME QUESTIONS THAT I HAD TO ANSWER |
11:30 |
|
am |
11:30 |
12:05 |
pm |
|
2191 |
5/15/2007 10:09:12 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
76 |
RICHARD |
HAYDEN |
3345 Swinburne Dr |
Mc Farland |
WI |
53558 |
6088388389 |
|
|
|
|
|
|
RICHARD HAYDEN |
RICHARD WAS SOME WHAT SKEPTICAL. HE HAD SOME QUESTIONS THAT HE WANTED ANSWERS TO. |
11:00 |
|
am |
05/15/07 |
12:00 |
pm |
|
2190 |
5/15/2007 10:04:45 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
74 |
LAVERNE |
GULSETH |
4719 Burma Rd |
Mc Farland |
WI |
53558 |
6088387201 |
|
|
|
|
|
|
LAVERNE GULSETH |
I BELIEVE LAVERNE IS A MAN. THE VOICE SOUNDED DISTINCTLY MASCULINE. |
11:30 |
|
am |
05/15/07 |
11:48 |
am |
|
2189 |
5/15/2007 10:00:59 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
77 |
hERMAN |
HINRECHS |
5885 Holscher Rd |
Mc Farland |
WI |
53558 |
6088383553 |
|
|
|
|
|
|
HERMAN HINRICHS |
NICE PERSON PRESENTATION COMPLETED WITHOUT A HITCH. |
11:00 |
|
am |
05/15/07 |
11:39 |
am |
|
2175 |
5/9/2007 5:39:18 PM |
rosalyn |
RUSSELL |
Approved follow-up Call |
73 |
KATHERINE |
KERKHOF |
6247 Charing Cross Ln Apt A |
MIDDLETON |
WI |
|
6082335106 |
|
|
|
|
|
|
KATHERINE KERKHOF |
KATHERINE IS NICE AND PLEASANT. |
7:30 |
|
pm |
05/09/07 |
7:30 |
pm |
|
2169 |
5/9/2007 9:06:37 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
78 |
FRED |
DECKER |
2407 Maywood Cir |
MIDDLETON |
WI |
53562 |
6088369467 |
|
|
|
|
|
|
FRED DECKER |
FRED IS FRIENDLY. ACCORDING TO HIM HE HAS A BROKER AND HE IS SKEPTICAL ABOUT WHAT WE HAVE TO OFFER BUT HE IS OPEN TO HEARING MORE. |
10:00 |
|
am |
05/09/07 |
10:15 |
am |
|
2168 |
5/9/2007 9:01:44 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
69 |
PHILLIP |
HANDEL |
1321 north highpoint rd |
MIDDLETON |
WI |
53562 |
6088365599 |
|
|
|
|
|
|
MARY HANDEL |
THE HANDELS ARE ON THE GO TYPE OF PEOPLE. MRS. HANDEL SAID THE BEST TIME TO CONTACT THEM WOULD BE IN THE EVENINGS AROUND 6PM. THE HANDELS JUST MOVED INTO THEIR HOME JUST 3 WEEKS AGO. AND THEY ARE PRETTY EXCITED ABOUT IT. THEY ALREADY HAVE A BROKER BUT ARE OPEN TO HEARING ABOUT NEW INFORMATION. |
6:00 |
|
pm |
05/09/07 |
10:05 |
am |
|
2167 |
5/9/2007 8:55:40 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
63 |
MARY |
REMSBOTTOM |
7014 Donna Dr |
MIDDLETON |
WI |
53562 |
6088369595 |
|
|
|
|
|
|
MARY REMSBOTTOM |
NICE AND EASY TO SPEAK WITH |
10:00 |
|
am |
05/09/07 |
9:45 |
am |
|
2166 |
5/9/2007 8:50:22 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
67 |
LARRY |
BRANDT |
5617 Sedgemeadow Rd |
MIDDLETON |
WI |
53562 |
6088289890 |
|
|
|
|
|
|
LARRY BRANDT |
LARRY BRANDT WAS VERY NICE BUT HE HAD QUESTIONS AND WAS HARD TO SCHEDULE A FOLLOW UP CALL. HE WAS RATHER APPREHENSIVE AND TOLD ME THAT HE DID NOT REALLY LIKE TO TALK WITH TELEMARKETERS AND THOUGHT HE WAS ON THE DNC LIST. IN SPITE OF THESE THINGS LARRY WAS QUITE REASONABLE AND NICE TO INTERACT WITH. |
9:30 |
|
am |
05/09/07 |
10:40 |
am |
|
2165 |
5/9/2007 8:38:29 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
76 |
RICHARD |
HAYDEN |
3345 Swinburne Dr |
Mc Farland |
WI |
53558 |
6088388389 |
|
|
|
|
|
|
MRS. BEATRICE HAYDEN |
THEY BOTH ARE EARLY BIRDS CALL AT 9AM. BEATRICE WAS SOMEWHAT HESITANT BUT VERY NICE AND EASY TO TALK WITH. |
9:00 |
|
am |
05/09/07 |
10:29 |
am |
|
2163 |
5/9/2007 8:30:42 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
67 |
MARY |
COMERY |
5525 Bremer Rd |
Mc Farland |
WI |
|
6088384863 |
|
|
|
|
|
|
MARY COMERY |
pLEASE CALL AT 11:00AM SOMETIME NEXT WEEK. THE WEEK OF MAY 14TH. MARY IS NOT FEELING WELL AT THE PRESENT MOMENT. SHE PREFERS A CALL SOMETIME NEXT WEEK. MARY WAS VERY NICE BUT INQUISITIVE ABOUT THE PROCESS AND SOMEWHAT HESITANT. |
11:00 |
|
am |
05/09/07 |
10:23 |
am |
|
2162 |
5/9/2007 8:24:01 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
76 |
HERMAN |
HINRICHS |
5885 Holscher Rd |
Mc Farland |
WI |
|
6088383553 |
|
|
|
|
|
|
HERMAN HINRICHS |
HERMAN WAS NICE AND EASY TO SPEAK WITH |
10:00 |
|
am |
05/09/07 |
10:12 |
am |
|
2161 |
5/9/2007 8:20:23 AM |
rosalyn |
RUSSELL |
Approved follow-up Call |
78 |
DONALD |
MEISEL |
6365 Scandia Ln |
Mc Farland |
WI |
|
6088380668 |
|
|
|
|
|
|
MRS. BARBARA MEISEL |
MRS. MEISEL APPROVED A FOLLOW UP CALL. SHE WAS VERY EASY TO TALK WITH AND OPEN TO NEW INFORMATION. |
10:00 |
|
am |
05/09/07 |
10:08 |
am |
|
2222 |
5/19/2007 10:04:21 AM |
rosalyn |
saccal |
Approved follow-up Call |
68 |
myrtle |
bryant |
11843 152nd St N |
jupiter |
FL |
33478 |
5617463884 |
|
|
|
|
|
|
myrtle bryant |
Updated to say that myrtle can be reached at 11:00 am on SATURDAYS.
Myrtle is very patient. She was on the line with someone else, but she still listened to everything I had to say and she answered my questions nicely. |
11:00 |
|
am |
05/19/07 |
11:06 |
am |
|
2221 |
5/19/2007 8:54:18 AM |
rosalyn |
saccal |
Approved follow-up Call |
68 |
myrtle |
bryant |
11843 152nd St N |
jupiter |
FL |
33478 |
5617463884 |
|
|
|
|
|
|
myrtle bryant |
Myrtle was very nice to speak with. She had someone else on the other end of her phone but she still listened to everything that I had to say and answered my questions. She is very patient. |
11:00 |
|
am |
05/19/07 |
11:06 |
am |
|
2152 |
5/8/2007 7:12:18 AM |
rosalyn |
saccal |
Approved follow-up Call |
74 |
lionel |
wantoch |
5279 Fountains Dr S Apt 501 |
Lake Worth |
FL |
|
5616298322 |
|
|
|
|
|
|
lionel wantoch |
Lionel is not the easiest person to speak with. I tried to verify his exact age he told me it was really none of my business. He would only say that he was close to the age listed on the spread sheet. He did however verify that he had a combination of the investments needed to qualify. Also he stated that he already had someone handling his investments but he did ok a follow up call to learn more about what we have to offer. |
4:30 |
|
pm |
05/08/07 |
9:15 |
am |
|
2151 |
5/7/2007 4:38:15 PM |
rosalyn |
saccal |
Approved follow-up Call |
74 |
bette |
sek |
8640 Via Avellino |
Lake Worth |
FL |
|
5619678012 |
|
|
|
|
|
|
bette sek |
Listened to what I had to say and answered my questions. She seemed interested enough. |
7:00 |
|
pm |
05/07/07 |
7:15 |
pm |
|
2139 |
5/4/2007 2:20:10 PM |
rosalyn |
saccal |
Approved follow-up Call |
64 |
thomas |
webster |
5170 Whitewood Cv S |
Lake Worth |
FL |
|
5619697187 |
|
|
|
|
|
|
thomas webster |
Thomas is very likable. He is engaging friendly and has a good sense of humor. According to him he is not a day over 24. He works during the day and is not available until 6 or 6:30. After that he is eating dinner and is not available. |
6:00 |
|
pm |
05/04/07 |
5:15 |
pm |
|
2138 |
5/4/2007 2:12:41 PM |
Rosalyn |
saccal |
Approved follow-up Call |
77 |
harold |
myerson |
9390 Vercelli St |
Lake Worth |
FL |
|
5619638543 |
|
|
|
|
|
|
harold myerson |
Harold seemed to be a man of not a whole lot of words. More direct and to the point. |
5:00 |
|
pm |
05/04/07 |
5:09 |
pm |
|
2220 |
5/16/2007 4:11:11 PM |
ROSALYN |
SACCAL, D |
Approved follow-up Call |
64 |
joseph |
emidy |
4698 Lucerne Lakes Blvd E Apt 203 |
Lake Worth |
Fl |
33467 |
5618684966 |
|
|
|
|
|
|
joseph emidy |
Joseph was pretty easy going. However he did seem to be in kind of a rush to get off of the phone. |
7:00 |
|
pm |
05/16/07 |
7:07 |
pm |