|
deninger |
rosalyn |
76 |
betty |
anderson |
26867 N Shore Dr |
sturgis |
mi |
59091 |
2696515800 |
Approved follow-up Call |
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. |
06/22/07 |
5:30 |
pm |
|
|
|
|
|
|
emerson anderson |
5:30 |
pm |
6/22/2007 3:05:53 PM |
|
deninger |
rosalyn |
72 |
Joseph |
ETTEN |
W3318 Weaver Rd |
elkhorn |
WI |
53121 |
2627234737 |
Approved follow-up Call |
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 |
06/26/07 |
8:25 |
pm |
|
|
|
|
|
|
JOSEPH ETTEN |
8:30 |
pm |
6/26/2007 6:35:18 PM |
|
deninger |
rosalyn |
66 |
robert |
evans |
26735 Perrin Rd |
sturgis |
MI |
59091 |
2696515779 |
Approved follow-up Call |
He was very easy to speak with answered all my questions and readily agreed to a follow up call. |
06/22/07 |
5:38 |
pm |
|
|
|
|
|
|
robert evans |
5:30 |
pm |
6/22/2007 3:08:39 PM |
|
deninger |
rosalyn |
64 |
roger |
klemp |
N7724 Asta Dr |
elkhorn |
WI |
53121 |
2627424132 |
Approved follow-up Call |
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. |
06/26/07 |
9:50 |
am |
|
|
|
|
|
|
Jean Klemp |
9:30 |
am |
6/26/2007 9:33:37 AM |
|
deninger |
rosalyn |
72 |
carole |
mcgee |
850 Tarrant Dr |
fontana |
WI |
53125 |
2622752313 |
Approved follow-up Call |
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. |
06/26/07 |
10:16 |
am |
|
|
|
|
|
|
carole mcgee |
10:00 |
am |
6/26/2007 9:38:29 AM |
|
deninger |
rosalyn |
65 |
ALVIN |
SUSINA |
W4312 Potter Rd |
ELKHORN |
WI |
53121 |
2627233989 |
Approved follow-up Call |
ALVIN IS VERY FRIENDLY AND WAS A PLEASURE TO SPEAK TO. |
06/26/07 |
8:19 |
pm |
|
|
|
|
|
|
ALVIN SUSINA |
8:00 |
pm |
6/26/2007 6:32:01 PM |
|
deninger |
rosalyn |
64 |
leonard |
Tjernberg |
2319 Lincoln Ave # 433 |
kansasville |
WI |
53139 |
2628782663 |
Approved follow-up Call |
Initially he sounded a bit somber on the phone. But surprisingly he readily answered all questions and agreed to a follow up call. |
06/26/07 |
11:30 |
am |
|
|
|
|
|
|
leonard tjernberg |
11:00 |
am |
6/26/2007 9:44:24 AM |
|
hamsayeh |
rosalyn |
64 |
CHARLOTTE |
brown |
3341 Currant St |
san diego |
ca |
92111 |
8587121443 |
Approved follow-up Call |
Easy enough to speak with but she does have another financial advisor |
06/19/07 |
6:45 |
pm |
|
|
|
|
|
|
charlotte brown |
7:00 |
pm |
6/19/2007 8:13:18 PM |
|
hamsayeh |
rosalyn |
70 |
patricia |
dye |
3721 Mount Acadia Blvd |
san diego |
ca |
92111 |
8582791836 |
Approved follow-up Call |
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 |
06/19/07 |
6:30 |
pm |
|
|
|
|
|
|
patricia dye |
6:30 |
pm |
6/19/2007 8:09:27 PM |
|
hamsayeh |
rosalyn |
64 |
jerry |
hall |
3164 W Fox Run Way |
san diego |
ca |
92111 |
8582773894 |
Approved follow-up Call |
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. |
06/19/07 |
7:30 |
pm |
|
|
|
|
|
|
jerry hall |
7:30 |
pm |
6/19/2007 8:18:20 PM |
|
hamsayeh |
rosalyn |
72 |
barbara |
ottombrino |
6880 Petit St |
san diego |
ca |
92111 |
8582771546 |
Approved follow-up Call |
Barbara was a rather reserved person on the phone. |
06/19/07 |
7:55 |
pm |
|
|
|
|
|
|
barbara ottombrino |
7:30 |
pm |
6/19/2007 8:22:39 PM |
|
hamsayeh |
rosalyn |
74 |
vera |
ping |
3954 Anastasia St |
san diego |
ca |
92111 |
8582787331 |
Approved follow-up Call |
vera was interested in receiving information. She says she may be looking into making some adjustments into her account. |
06/20/07 |
9:24 |
am |
|
|
|
|
|
|
vera ping |
9:30 |
am |
6/20/2007 9:55:07 AM |
|
hamsayeh |
rosalyn |
66 |
grace |
tolentino |
6455 Canyon Vista Ct |
san diego |
ca |
92111 |
8585760744 |
Approved follow-up Call |
grace speaks english as a second language. She has somewhat of an heavy accent. I had to speak a little louder and slower. |
6/20/07 |
11:30 |
am |
|
|
|
|
|
|
grace tolentino |
11:30 |
am |
6/20/2007 11:39:23 AM |
|
hamseyah |
mike |
79 |
Dorothy |
Garrison |
4543 36th St |
San Diego |
CA |
|
6192820835 |
Approved follow-up Call |
a little put off by how we got her number. But seemed to loosen up
|
4/19/07 |
1043 |
am |
|
|
|
|
x |
|
dot |
1042 |
am |
4/19/2007 10:43:44 AM |
|
hamseyah |
mike |
69 |
Eva |
Mccatty |
3494 Copley Ave |
San Diego |
CA |
|
6192831872 |
Approved follow-up Call |
very "proper" I think she was English. Very busy woman and nights are best
|
4/19/07 |
11 |
am |
|
|
|
|
x |
|
Eva |
nights |
|
4/19/2007 11:07:14 AM |
|
haprster |
mike |
73 |
Arthur |
Pennycoff |
133 Linden St |
Sunbury |
PA |
|
5702864746 |
Approved follow-up Call |
arthur is not home much during the day so try nights |
5/15/07 |
noon |
am |
|
|
|
|
x |
|
arthur |
6 |
pm |
5/15/2007 12:15:19 PM |
|
haprster |
mike |
69 |
Shirley |
Trutt |
336 Reedy Rd |
New Columbia |
PA |
|
5705680232 |
Approved follow-up Call |
shirley was nice buyt speeak up just alittle |
5/15/07 |
noon |
am |
|
|
|
|
x |
|
shirley |
3 |
pm |
5/15/2007 12:16:21 PM |
|
harpster |
mike |
77 |
Loren |
Bower |
129 Sunset Dr |
Montoursville |
PA |
|
5703681896 |
Approved follow-up Call |
nice guy. Confirmed everything and showed some interest.
|
5/9/07 |
1030 |
am |
|
|
|
|
x |
|
loren |
11 |
am |
5/9/2007 10:09:04 AM |
|
harpster |
mike |
76 |
James |
Cannon |
1255 Hoy Rd |
Milton |
PA |
|
5707427056 |
Approved follow-up Call |
Jim was ok guy. Said he would look at the info but make no promises
|
5/10/07 |
230 |
pm |
|
|
|
|
x |
|
jim |
230 |
pm |
5/10/2007 11:27:27 AM |
|
harpster |
mike |
71 |
Robert |
Guthrie |
1008 Monroe Rd |
Montoursville |
PA |
|
5703682785 |
Approved follow-up Call |
Bob was not home but mrs guthrie said she and her husaband would be happy to look at the info |
5/7/07 |
730 |
pm |
|
|
|
|
x |
|
mrs guthrie |
730 |
pm |
5/7/2007 4:29:41 PM |
|
harpster |
mike |
65 |
Robert |
Holdren |
101 Peach St |
Selinsgrove |
PA |
|
5703747074 |
Approved follow-up Call |
never around in the mornings he said. so call back nights |
5/4/07 |
1113 |
am |
|
|
|
|
x |
|
Bob |
6 |
pm |
5/4/2007 8:15:02 AM |
|
harpster |
mike |
69 |
Augusta |
James |
26 Banyan St |
Selinsgrove |
PA |
|
5707434220 |
Approved follow-up Call |
very nce lady. She was a little tired this moring. think i woke her up |
5/4/07 |
10 |
am |
|
|
|
|
x |
|
augusta |
10 |
am |
5/4/2007 7:46:01 AM |
|
harpster |
mike |
67 |
Eugene |
Jordan |
25 4th St |
Danville |
PA |
|
5702750670 |
Approved follow-up Call |
very grumpy sounding man. But is actually an ok guy so don’t be discouraged
|
4/18/07 |
11 |
am |
|
|
|
|
x |
|
Eugene |
11 |
am |
4/18/2007 7:56:44 AM |
|
harpster |
mike |
79 |
Annabelle |
Keiser |
1713 Sand Hill Rd |
Montoursville |
PA |
|
5703239579 |
Approved follow-up Call |
nice guy. Confirmed everything and showed some interest.
|
5/9/07 |
1030 |
am |
|
|
|
|
x |
|
Annabelle |
1 |
pm |
5/9/2007 10:09:41 AM |
|
harpster |
mike |
75 |
John |
Kutney |
1513 Fairview Dr |
Montoursville |
PA |
|
5703234468 |
Approved follow-up Call |
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 |
5/3/07 |
1141 |
am |
|
|
|
|
x |
|
john |
3 |
pm |
5/3/2007 11:50:26 AM |
|
harpster |
mike |
71 |
Charles |
Mathias |
50 Harmon Ln |
Watsontown |
PA |
|
5705381163 |
Approved follow-up Call |
pretty nice guy, caught him on his way out. SO he could not chit chat much. Said he is available mostly late afternoon
|
4/16/07 |
946 |
am |
|
|
|
|
x |
|
charles |
4 |
pm |
4/16/2007 6:48:15 AM |
|
harpster |
mike |
75 |
Harold |
Neff |
1933 Mount View Ave |
Montoursville |
PA |
|
5703236716 |
Approved follow-up Call |
Mrs Neff was more then accomdating and said to send the info and at the least she will look at it |
5/3/07 |
6 |
pm |
|
|
|
|
x |
|
Mrs Neff |
6 |
pm |
5/3/2007 3:58:27 PM |
|
harpster |
mike |
65 |
Joan |
Oberdorf |
220 Jackson Rd |
Danville |
PA |
|
5704373103 |
Approved follow-up Call |
mentioned she has CD interest |
5/1/07 |
9 |
am |
|
|
|
|
x |
|
joan |
9 |
am |
5/1/2007 7:30:09 AM |
|
harpster |
mike |
69 |
Delores |
Reedy |
570 Klondike Rd |
Danville |
PA |
|
5702754448 |
Approved follow-up Call |
not the most trusting person in the world. But she did approve the info
|
4/25/07 |
430 |
pm |
|
|
|
|
x |
|
Delores |
530 |
pm |
4/25/2007 1:37:16 PM |
|
harpster |
mike |
77 |
Mary |
Shuler |
2 Highland Dr |
Danville |
PA |
|
5702752484 |
Approved follow-up Call |
seemd mildly interested but did agree to info and verify her info |
5/1/07 |
1030 |
am |
|
|
|
|
x |
|
Mary |
1030 |
am |
5/1/2007 7:31:09 AM |
|
harpster |
mike |
65 |
Gary |
Sinnott |
235 W 4th St |
Bloomsburg |
PA |
|
5707845186 |
Approved follow-up Call |
Not the most talkative guy in the world but pretty ok other then that.
|
4/16/07 |
946 |
am |
|
|
|
|
x |
|
Gary |
9 |
am |
4/16/2007 6:48:58 AM |
|
harpster |
mike |
73 |
Joyce |
Speer |
1167 Smoketown Rd |
Lewisburg |
PA |
|
5705237329 |
Approved follow-up Call |
seemed like a very nice woman, said she would look at the info and then you may call her
|
4/18/07 |
11 |
am |
|
|
|
|
x |
|
Joyce |
11 |
am |
4/18/2007 8:01:13 AM |
|
harpster |
mike |
73 |
Joyce |
Speer |
1167 Smoketown Rd |
Lewisburg |
PA |
|
5705237329 |
Approved follow-up Call |
seemed like a very nice woman, said she would look at the info and then you may call her
|
4/18/07 |
11 |
am |
|
|
|
|
x |
|
Joyce |
11 |
am |
4/18/2007 8:01:20 AM |
|
harpster |
mike |
65 |
Dallas |
Spigelmyer |
219 Pleasant Dr |
Selinsgrove |
PA |
|
5703748985 |
Approved follow-up Call |
was not the most trusting "but if it is real, send it and i will look at it" |
5/4/07 |
10 |
am |
|
|
|
|
x |
|
Dallas |
10 |
am |
5/4/2007 7:46:56 AM |
|
harpster |
mike |
65 |
Dallas |
Spigelmyer |
219 Pleasant Dr |
Selinsgrove |
PA |
|
5703748985 |
Approved follow-up Call |
said he never signed up for any investment list but wold actuallylook at the info
|
4/26/07 |
130 |
pm |
|
|
|
|
x |
|
dalas |
5 |
pm |
4/26/2007 10:40:37 AM |
|
harpster |
mike |
69 |
Ruth |
Thomas |
8 Park Ave |
Danville |
PA |
|
5702752113 |
Approved follow-up Call |
make sure to call ruth after dinner
|
4/25/07 |
430 |
pm |
|
|
|
|
x |
|
ruth |
530 |
pm |
4/25/2007 1:36:48 PM |
|
harpster |
mike |
71 |
Sandra |
Wheeland |
628 N Montour St Apt 2 |
Montoursville |
PA |
|
5703682762 |
Approved follow-up Call |
was actually a pretty rude person. Funny thing was she did agree to the info
|
5/3/07 |
6 |
pm |
|
|
|
|
x |
|
Sandra |
6 |
pm |
5/3/2007 3:58:59 PM |
|
harpster |
mike |
69 |
Richard |
Wible |
730 State Route 405 |
Milton |
PA |
|
5705231649 |
Approved follow-up Call |
Caught him on his lunch break. Nice guy but call back after 6pm
|
5/11/07 |
145 |
pm |
|
|
|
|
x |
|
richard |
6 |
pm |
5/11/2007 10:46:28 AM |
|
harpster |
mike |
75 |
Elbert |
Wolf |
213 N Water St |
Selinsgrove |
PA |
|
5703746043 |
Approved follow-up Call |
mrs wolf was very nice to me, said to send the info and she would have elbert look at it….call back after 5pm
|
5/10/07 |
2 |
pm |
|
|
|
|
x |
|
mrs wolf |
530 |
pm |
5/10/2007 10:54:17 AM |
|
harpster |
rosalyn |
72 |
RICHARD |
ALLEN |
108 Maple Ln |
WATSON TOWN |
PA |
17777 |
5705389024 |
Approved follow-up Call |
I SPOKE WITH MRS. ALLEN. SHE WAS VERY NICE. |
04/17/07 |
11:15 |
am |
|
|
|
|
|
|
MRS. ALLEN |
11:30 |
am |
4/17/2007 8:58:15 AM |
|
HARPSTER |
ROSALYN |
74 |
LEONARD |
CIRAULO |
68 Fairground St |
MUNCY |
PA |
17756 |
5705463911 |
Approved follow-up Call |
SPOKE WITH LEONARD CIRAULO. WAS VERY NICE TO TALK TOO |
04/13/07 |
12:00 |
pm |
|
|
|
|
|
|
LEONARD CIRAULO |
12:00 |
pm |
4/13/2007 10:36:33 AM |
|
harpster |
rosalyn |
65 |
elwood |
davis |
23 Spottswood Dr |
milton |
pa |
17847 |
5707427440 |
Approved follow-up Call |
approved follow up call |
04/25/07 |
4:45 |
pm |
|
|
|
|
|
|
elwood davis |
6:00 |
pm |
4/25/2007 2:16:49 PM |
|
harpster |
rosalyn |
64 |
JACK |
DESHONG |
2940 White Birch Ln |
bloomsburg |
PA |
17815 |
5707841880 |
Approved follow-up Call |
SPOKE WITH JACK DESHONG. SEEMED PRETTY INTERESTED. |
04/13/07 |
12:40 |
pm |
|
|
|
|
|
|
JACK DESHONG |
12:30 |
pm |
4/13/2007 10:48:25 AM |
|
harpster |
rosalyn |
65 |
Terry |
Diltz |
3600 Ridge Rd |
bloomsburg |
pa |
17815 |
570-784-11 |
Approved follow-up Call |
I spoke with Terry Diltz wife Mrs. Diltz. |
04/12/07 |
4:30 |
pm |
|
|
|
|
|
|
Mrs. Diltz |
4:30 |
pm |
4/12/2007 1:54:01 PM |
|
harpster |
rosalyn |
65 |
Terry |
Diltz |
3600 Ridge Rd |
bloomsburg |
pa |
17815 |
5707841106 |
Approved follow-up Call |
I spoke with Terry Diltz wife Mrs. Diltz. |
04/12/07 |
4:30 |
pm |
|
|
|
|
|
|
Mrs. Diltz |
4:30 |
pm |
4/12/2007 1:56:23 PM |
|
harpster |
ROSALYN |
80 |
william |
karchner |
801 Hepburn St |
milton |
pa |
17847 |
5707424386 |
Approved follow-up Call |
name was listed under wifes name harriet however harriet is deceased william karchner her husband is interested in finding out more information. |
04/25/07 |
3:00 |
pm |
|
|
|
|
|
|
william karchner |
4:00 |
pm |
4/25/2007 12:55:39 PM |
|
harpster |
rosalyn |
68 |
eugene |
kardohely |
100 W 8th Ave |
Shamokin Dam |
pa |
17876 |
5707436644 |
Approved follow-up Call |
Eugene is hard to catch up with according to himself. The best time to reach him would be during the weekdays at around 6pm |
05/19/07 |
2:05 |
pm |
|
|
|
|
|
|
eugene kardohely |
6:00 |
pm |
5/19/2007 11:41:00 AM |
|
harpster |
rosalyn |
63 |
richard |
kersher |
31 W Market St |
MIDDLEBURG |
pa |
17842 |
5708372397 |
Approved follow-up Call |
Best time to reach richard is 6pm during the weekdays |
05/19/07 |
2:15 |
pm |
|
|
|
|
|
|
richard kersher |
6:00 |
pm |
5/19/2007 11:46:06 AM |
|
harpster |
rosalyn |
71 |
sally |
lauer |
10 Lost Creek Dr |
Selinsgrove |
pa |
17870 |
5707433076 |
Approved follow-up Call |
Approved follow up call. Very pleasant to speak with. |
04/25/07 |
5:00 |
pm |
|
|
|
|
|
|
sally lauer |
5:00 |
pm |
4/25/2007 2:20:19 PM |
|
harpster |
rosalyn |
67 |
harry |
leitzel |
2808 Kratzerville Rd |
winfield |
pa |
17889 |
5703741902 |
Approved follow-up Call |
Listened and then approved follow up readily enough. |
05/16/07 |
11:39 |
am |
|
|
|
|
|
|
harry leitzel |
12:00 |
pm |
5/16/2007 9:18:06 AM |
|
harpster |
rosalyn |
72 |
HOWARD |
LILLEY |
76 Creek Rd |
New Columbia |
PA |
|
5705684752 |
Approved follow-up Call |
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 |
05/04/07 |
10:20 |
am |
|
|
|
|
|
|
MRS. KAY LILLEY |
6:00PM |
|
5/4/2007 8:25:28 AM |
|
harpster |
rosalyn |
72 |
HOWARD |
LILLEY |
76 Creek Rd |
New Columbia |
PA |
|
5705684752 |
Approved follow-up Call |
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 |
05/04/07 |
10:20 |
am |
|
|
|
|
|
|
MRS. KAY LILLEY |
6:00PM |
|
5/4/2007 8:24:25 AM |
|
harpster |
rosalyn |
70 |
CHARLOTTE |
LONGACRE |
870 Globe Mills Rd |
MIDDLEBURG |
pa |
17842 |
5708373243 |
Approved follow-up Call |
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 |
05/04/07 |
10:30 |
am |
|
|
|
|
|
|
CHARLOTTE LONGACRE |
10:00 |
am |
5/4/2007 8:19:35 AM |
|
harpster |
rosalyn |
70 |
CHARLOTTE |
LONGACRE |
870 Globe Mills Rd |
MIDDLEBURG |
pa |
17842 |
5708373243 |
Approved follow-up Call |
charlotte approved a follow up call for 2pm on saturdays. |
05/19/07 |
1:55 |
pm |
|
|
|
|
|
|
CHARLOTTE LONGACRE |
2:00 |
pm |
5/19/2007 11:35:25 AM |
|
HARPSTER |
ROSALYN |
64 |
MAX |
REEDER |
118 Green St |
MUNCY |
PA |
17756 |
5705466012 |
Approved follow-up Call |
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 |
04/17/07 |
11:00 |
am |
|
|
|
|
|
|
MRS. REEDER |
4:30 |
pm |
4/17/2007 8:53:07 AM |
|
harpster |
rosalyn |
74 |
GRANT |
RENNINGER |
555 Fairmount Ave |
SUNBURY |
pa |
17801 |
5702864678 |
Approved follow-up Call |
vERY NICE PERSON. |
05/02/07 |
7:00 |
pm |
|
|
|
|
|
|
MRS GARY RENNINGER |
7:00 |
|
5/2/2007 4:35:26 PM |
|
harpster |
rosalyn |
68 |
DONALD |
RITTER |
4596 Stein Ln |
Winfield |
pa |
|
5705249789 |
Approved follow-up Call |
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. |
05/04/07 |
10:50 |
am |
|
|
|
|
|
|
MRS. RITTER |
11:00 |
am |
5/4/2007 8:31:45 AM |
|
harpster |
rosalyn |
68 |
GARY |
SITES |
218 Catawissa Ave |
SUNBURY |
PA |
17801 |
5702860617 |
Approved follow-up Call |
I SPOKE WITH MRS.GARY SITES. |
05/02/07 |
7:00 |
pm |
|
|
|
|
|
|
MRS. GARY SITES |
7:00 |
pm |
5/2/2007 4:30:23 PM |
|
harpster |
rosalyn |
64 |
bruce |
smeltzer |
103 Gettysburg Est |
SUNBURY |
pa |
17801 |
5709886510 |
Approved follow-up Call |
Listened without interruption. Readily approved a follow up call. |
05/16/07 |
10:11 |
am |
|
|
|
|
|
|
bruce smeltzer |
10:00 |
am |
5/16/2007 8:59:11 AM |
|
harpster |
rosalyn |
67 |
gary |
snyder |
4999 Broadway Rd |
milton |
pa |
17847 |
5707130118 |
Approved follow-up Call |
approved follow up call |
04/25/07 |
4:30 |
pm |
|
|
|
|
|
|
gary snyder |
1:00 |
pm |
4/25/2007 2:14:08 PM |
|
harpster |
rosalyn |
74 |
RUTH |
TROXEL |
514 Creek Rd |
MIDDLEBURG |
PA |
17842 |
5706584489 |
Approved follow-up Call |
MRS. TROXEL IS A LITTLE HARD OF HEARING. BEST TO SPEAK A LITTLE BIT SLOWER AND LOUDER. |
05/04/07 |
10:45 |
am |
|
|
|
|
|
|
RUTH TROXEL |
10:00 |
am |
5/4/2007 8:11:52 AM |
|
harpster |
rosalyn |
74 |
ruth |
troxell |
514 Creek Rd |
MIDDLEBURG |
pa |
17842 |
5706584489 |
Approved follow-up Call |
Ruth has been contacted before Apparently she did not receive any follow up. |
05/16/07 |
10:45 |
am |
|
|
|
|
|
|
RUTH TROXEL |
11:00 |
am |
5/16/2007 9:09:09 AM |
|
harpster |
rosalyn |
74 |
Thomas |
Tyahla |
149 Mcguire Park Dr |
bloomsburg |
pa |
17815 |
5707848254 |
Approved follow-up Call |
I spoke with mrs. tyahla. she was very nice to talk to |
04/12/07 |
12:00 |
pm |
|
|
|
|
|
|
Mrs. Tyahla |
12:00 |
pm |
4/12/2007 2:02:14 PM |
|
HARPSTER |
ROSALYN |
74 |
THOMAS |
TYAHLA |
149 Mcguire Park Dr |
BLOOMSBURG |
PA |
17815 |
570-784-82 |
Approved follow-up Call |
i SPOKE WITH MRS. TYAHLA WHO WAS VERY EASY TO TALK TOO. |
04/12/07 |
11:55 |
am |
|
|
|
|
|
|
MRS TYAHLA |
12:00 |
pm |
4/12/2007 9:17:08 AM |
|
harpster |
rosalyn |
67 |
RICHARD |
wagner |
1989 Smalsh Barrick |
MIDDLEBURG |
pa |
17842 |
5703741996 |
Approved follow-up Call |
Approved follow up was on the friendlier side. |
11:00 |
11:15 |
am |
|
|
|
|
|
|
richard wagner |
11:00 |
am |
5/16/2007 9:13:58 AM |
|
harpster |
rosalyn |
70 |
JOHN |
WEISS |
410 W 9th St |
bloomsburg |
PA |
17815 |
5707843876 |
Approved follow-up Call |
SPOKE WITH JOHN WEISS. VERY EASY TO TALK TOO |
04/13/07 |
12:25 |
pm |
|
|
|
|
|
|
JOHN WEISS |
12:25 |
pm |
4/13/2007 10:41:50 AM |
|
harpster |
rosalyn |
75 |
heinz |
westphal |
302 Schoch St |
MIDDLEBURG |
pa |
17842 |
5708376095 |
Approved follow-up Call |
I spoke with mrs westphal. she listened quietly answered my questions readily and approved a follow up call. |
05/16/07 |
10:30 |
am |
|
|
|
|
|
|
mrs. westphal |
11:00 |
am |
5/16/2007 9:03:03 AM |
|
kelly |
mike |
65 |
Barbara |
Bernier |
220 Boylston St Apt 1514 |
Boston |
MA |
|
6174823390 |
Approved follow-up Call |
speak up a little bit
|
5/8/07 |
600 |
pm |
|
|
|
|
x |
|
anna |
530 |
pm |
5/8/2007 2:53:03 PM |
|
kelly |
mike |
79 |
Fay |
Campion |
151 Tremont St Apt 18f |
Boston |
MA |
|
6172025274 |
Approved follow-up Call |
very pleasant and seemed interested
|
5/8/07 |
530 |
pm |
|
|
|
|
x |
|
fay |
530 |
pm |
5/8/2007 2:47:03 PM |
|
kelly |
mike |
67 |
Anna |
Palmarozzo |
110 Prince St |
Boston |
MA |
|
6177237293 |
Approved follow-up Call |
a very nice lady. Said she is not too cofortable discussing this stuff over the phone so she will look at info
|
5/8/07 |
530 |
pm |
|
|
|
|
x |
|
anna |
530 |
pm |
5/8/2007 2:47:36 PM |
|
kelly |
rosalyn |
76 |
Lee |
Johnston |
15 Waltham St Apt B-301 |
boston |
ma |
|
6174511755 |
Approved follow-up Call |
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. |
05/08/07 |
5:30 |
pm |
|
|
|
|
|
|
lee johnston |
5:30 |
pm |
5/8/2007 3:36:51 PM |
|
little |
mik |
78 |
Jack |
Bower |
710 Bennett St |
Montoursville |
PA |
|
5703682997 |
Approved follow-up Call |
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
|
5/2/07 |
9:30 |
am |
|
|
|
|
x |
|
jack |
10 |
am |
5/2/2007 8:15:26 AM |
|
little |
mik |
78 |
Jack |
Bower |
710 Bennett St |
Montoursville |
PA |
|
5703682997 |
Approved follow-up Call |
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
|
5/2/07 |
9:30 |
am |
|
|
|
|
x |
|
jack |
10 |
pm |
5/2/2007 8:15:17 AM |
|
little |
mik |
69 |
Bobbie |
Buck |
4131 Russell Ln |
Panama City |
FL |
|
8507694317 |
Approved follow-up Call |
Bobbie is a woman, cll back nights
|
5/2/07 |
9:30 |
am |
|
|
|
|
x |
|
bobbie |
|
pm |
5/2/2007 7:37:01 AM |
|
little |
mik |
77 |
Keith |
Edinger |
276 Park Dr |
Sunbury |
PA |
|
5709880718 |
Approved follow-up Call |
pretty cool guy. Seemed pretty interested.
|
5/2/07 |
12 |
am |
|
|
|
|
x |
|
Keith |
10 |
am |
5/2/2007 9:26:02 AM |
|
little |
mik |
78 |
Jewel |
Gay |
4930 Sharon Dr |
Panama City |
FL |
|
8508715837 |
Approved follow-up Call |
sure did not sound like she was 78 |
5/2/07 |
9:30 |
am |
|
|
|
|
x |
|
Jewel |
|
pm |
5/2/2007 7:37:37 AM |
|
little |
mik |
78 |
Guy |
York |
7552 Coleridge Rd |
Panama City |
FL |
|
8508741893 |
Approved follow-up Call |
not the most pleasant man i have ever talked to but did approve all |
5/2/07 |
9:30 |
am |
|
|
|
|
x |
|
Guy |
10 |
pm |
5/2/2007 8:07:47 AM |
|
LITTLE, PJ |
rosalyn |
73 |
MARY |
BELL |
8323 Freese Rd |
PANAMA CITY |
FL |
32404 |
8507227278 |
Approved follow-up Call |
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. |
05/02/07 |
6:46 |
pm |
|
|
|
|
|
|
MARY BELL |
6:30 |
pm |
5/2/2007 4:26:20 PM |
|
LITTLE, PJ |
rosalyn |
67 |
NORMA |
BOWEN |
5221 Collins St |
Panama City |
FL |
|
8507853206 |
Approved follow-up Call |
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. |
05/05/07 |
10:30 |
am |
|
|
|
|
|
|
NORMA BOWEN |
10:30 |
am |
5/5/2007 8:00:08 AM |
|
LITTLE, PJ |
rosalyn |
64 |
patricia |
bushnell |
236 N James Ave |
PANAMA CITY |
FL |
32401 |
8507853199 |
Approved follow-up Call |
mrs. bushnell sounded rather sad. she was a bit apprehensive about a follow up. |
06/21/07 |
9:53 |
am |
|
|
|
|
|
|
patricia bushnell |
10:00 |
am |
6/21/2007 8:36:55 AM |
|
little, pj |
rosalyn |
76 |
kenneth |
carroll |
8301 High Point Rd |
panama city |
fl |
32404 |
8507695515 |
Approved follow-up Call |
approved a follow up calls but asked questions and required clarifications |
06/18/07 |
6:33 |
pm |
|
|
|
|
|
|
kenneth carroll |
6:30 |
pm |
6/18/2007 5:36:25 PM |
|
LITTLE, PJ |
rosalyn |
68 |
BUFORD |
CHAMPION |
6303 Nadine Rd |
Panama City |
FL |
|
8505228664 |
Approved follow-up Call |
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. |
05/05/07 |
10:20 |
am |
|
|
|
|
|
|
MRS. JOYCE CHAMPION |
10:30 |
am |
5/5/2007 7:55:23 AM |
|
LITTLE, PJ |
rosalyn |
78 |
aline |
coggins |
248 Lullwater Dr |
pc beach |
FL |
32413 |
8502343635 |
Approved follow-up Call |
very easy to speak with. Readily answered all questions and agreed to a follow up call
|
06/27/07 |
11:00 |
am |
|
|
|
|
|
|
aline coggins |
11:00 |
am |
6/27/2007 8:31:30 AM |
|
little, pj |
rosalyn |
65 |
george |
devine |
11929 Caruso Dr |
panama city |
fl |
32404 |
8508749131 |
Approved follow-up Call |
spoke with mrs devine. she answered all questions and approved a follow up call. |
06/18/07 |
6:22 |
pm |
|
|
|
|
|
|
mrs. devine |
7:30 |
pm |
6/18/2007 5:31:41 PM |
|
LITTLE, PJ |
rosalyn |
66 |
HENRY |
FENAES |
11326 Fenaes Rd |
PANAMA CITY |
FL |
32404 |
8508710450 |
Approved follow-up Call |
i SPOKE WITH MRS. FENAES. |
05/02/07 |
6:00 |
pm |
|
|
|
|
|
|
MRS. PATRICIA FENAES |
6:00 |
pm |
5/2/2007 4:21:29 PM |
|
LITTLE, PJ |
rosalyn |
66 |
robert |
francis |
330 Porter Dr |
Lynn Haven |
FL |
32444 |
8502718395 |
Approved follow-up Call |
approved follow up. very direct and to the point type of person |
06/21/07 |
10:24 |
am |
|
|
|
|
|
|
mrs francis |
10:30 |
am |
6/21/2007 8:40:40 AM |
|
LITTLE, PJ |
rosalyn |
78 |
patsy |
gillikin |
100 Martin Lake Dr |
PANAMA CITY |
FL |
32404 |
8507634370 |
Approved follow-up Call |
patsy was very nice and pretty easy going but she was rather vague about her age. |
06/21/07 |
6:10 |
pm |
|
|
|
|
|
|
patsy gillikin |
6:00 |
pm |
6/21/2007 4:59:50 PM |
|
LITTLE, PJ |
rosalyn |
74 |
GLENN |
LEIRER |
218 Nancy Ave |
pc beach |
FL |
32413 |
8502309118 |
Approved follow-up Call |
GLENN WAS EASY TO TALK WITH HE ANSWERED ALL OF MY QUESTIONS. |
06/27/07 |
8:11 |
pm |
|
|
|
|
|
|
GLENN LEIRER |
8:00 |
pm |
6/27/2007 6:12:45 PM |
|
LITTLE, PJ |
rosalyn |
74 |
GLENN |
LEIRER |
218 Nancy Ave |
pc beach |
FL |
32413 |
8502309118 |
Approved follow-up Call |
GLENN WAS EASY TO TALK WITH HE ANSWERED ALL OF MY QUESTIONS. |
06/27/07 |
8:11 |
pm |
|
|
|
|
|
|
GLENN LEIRER |
8:00 |
pm |
6/27/2007 6:12:19 PM |
|
LITTLE, PJ |
rosalyn |
76 |
bennie |
newton |
806 Forestdale Ave |
PANAMA CITY |
FL |
32401 |
8507632409 |
Approved follow-up Call |
I spoke with mrs newton. she answered all questions readily and approved a follow up call. |
06/21/07 |
9:15 |
am |
|
|
|
|
|
|
mrs jhonnie newton |
9:30 |
am |
6/21/2007 8:33:22 AM |
|
little, pj |
rosalyn |
63 |
sharon |
ranow |
4902 Colorado St |
panama city |
fl |
32404 |
8507638533 |
Approved follow-up Call |
mr. ranow was very helpful. he states that his wife may be looking for a change in her investments |
06/18/07 |
7:15 |
pm |
|
|
|
|
|
|
mr francis ranow |
7:00 |
pm |
6/18/2007 5:41:17 PM |
|
LITTLE, PJ |
rosalyn |
76 |
tom |
sword |
11528 Stone Rd |
PANAMA CITY |
FL |
32404 |
8507224298 |
Approved follow-up Call |
nice person but rather reluctant. Took a bit of convincing to approve a call |
06/21/07 |
6:27 |
pm |
|
|
|
|
|
|
tom sword |
6:30 |
pm |
6/21/2007 5:03:32 PM |
|
littlepj |
mike |
71 |
Celeste |
Leon |
5144 Lake Dr |
Panama City |
FL |
|
8509139454 |
Approved follow-up Call |
very inquisitive like "how did u get my number, who are you again, where are you located" guess she was just being carfeul
|
5/15/07 |
5 |
pm |
|
|
|
|
x |
|
celeste |
5 |
pm |
5/15/2007 1:55:14 PM |
|
littlepj |
mike |
77 |
Raymond |
Scofield |
6506 Lake Dr |
Panama City |
FL |
|
8508712785 |
Approved follow-up Call |
Ray seemd to be interested. He was just sitting down to dinner but took a sec to answer the questions
|
5/7/07 |
730 |
pm |
|
|
|
|
x |
|
ray |
7 |
pm |
5/7/2007 4:24:22 PM |
|
littlepj |
mike |
75 |
Wilburn |
Tiller |
5618 Lilly St |
Panama City |
FL |
|
8507632281 |
Approved follow-up Call |
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)
|
5/7/07 |
730 |
pm |
|
|
|
|
x |
|
Wilburn |
7 |
pm |
5/7/2007 4:23:53 PM |
|
littlepj |
mike |
69 |
Sue |
Ward |
5025 Cherry St |
Panama City |
FL |
|
8507849620 |
Approved follow-up Call |
NOt the strongest yes i have heard but did seem mildly interested. |
5/3/07 |
6 |
pm |
|
|
|
|
x |
|
sue |
7 |
pm |
5/3/2007 4:04:59 PM |
|
littlepj |
mike |
71 |
Rodney |
Winningham |
110 Spruce Ct |
Panama City |
FL |
|
8508714025 |
Approved follow-up Call |
definately nights are best to call him |
5/16/07 |
643 |
pm |
|
|
|
|
x |
|
Rod |
6 |
pm |
5/16/2007 3:43:47 PM |
|
mattei |
mike |
77 |
Joan |
Ball |
16252 Aldrich Ct |
Livonia |
MI |
|
7345912538 |
Approved follow-up Call |
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
|
4/12/07 |
11 |
am |
|
|
|
|
x |
|
Joan |
12 |
pm |
4/12/2007 9:34:54 AM |
|
mattei |
mike |
71 |
Richard |
Bixby |
15540 Nola Cir |
Livonia |
MI |
|
7344640721 |
Approved follow-up Call |
spoke with mrs bixby and she confirmed everything and said they will go over the info together.
|
4/13/07 |
12 |
pm |
|
|
|
|
x |
|
mrs bixby |
after 5 |
pm |
4/13/2007 9:14:13 AM |
|
mattei |
mike |
75 |
Barbara |
Bohannan |
29340 Meadowlark St |
Livonia |
MI |
|
7345136598 |
Approved follow-up Call |
very pleasant
|
5/16/07 |
10 |
am |
|
|
|
|
x |
|
Barbara |
10 |
am |
5/16/2007 7:51:49 AM |
|
mattei |
mike |
75 |
Joseph |
Bowles |
14955 Norman St |
Livonia |
MI |
|
7344641356 |
Approved follow-up Call |
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
|
4/13/07 |
12 |
pm |
|
|
|
|
x |
|
mrs bowles |
after 5 |
pm |
4/13/2007 10:29:41 AM |
|
mattei |
mike |
73 |
Marcia |
Campbell |
47829 Vistas Circle Dr N |
Canton |
MI |
|
7349274457 |
Approved follow-up Call |
seemed very nice. She confirmed all but was headed out so no chit chat. Try after dinner
|
4/26/07 |
1230 |
pm |
|
|
|
|
x |
|
marcia |
5 |
pm |
4/26/2007 9:29:59 AM |
|
mattei |
MIKE |
66 |
Robert |
Crespi |
15384 E Blue Skies Ct |
Livonia |
MI |
|
7344642346 |
Approved follow-up Call |
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
|
4/12/07 |
10 |
am |
|
|
|
|
x |
|
Bob |
|
pm |
4/12/2007 8:57:37 AM |
|
mattei |
mike |
67 |
Robert |
Crespi |
15384 E Blue Skies Ct |
Livonia |
MI |
|
7344642346 |
Approved follow-up Call |
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 |
|
|
|
|
x |
|
bob |
|
|
4/17/2007 9:13:28 AM |
|
mattei |
mike |
75 |
William |
Davis |
14121 Harrison St |
Livonia |
MI |
|
7344228960 |
Approved follow-up Call |
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 |
|
|
|
|
x |
|
bill |
|
|
4/12/2007 1:00:41 PM |
|
mattei |
mike |
67 |
Theresa |
Day |
2220 Berwick Dr |
Canton |
MI |
|
7343970398 |
Approved follow-up Call |
very nice lady. Is not too sure she will do anything but would like to look at the info
|
4/19/07 |
10 |
am |
|
|
|
|
x |
|
Theresa |
10 |
am |
4/19/2007 8:27:02 AM |
|
mattei |
mike |
75 |
Sandra |
Emery |
14 Hillcrest Rd |
Northville |
MI |
|
2484371381 |
Approved follow-up Call |
quite a boisterous woman. Full of energy. Call back nights |
4/30/07 |
1028 |
am |
|
|
|
|
x |
|
sandy |
nights |
pm |
4/30/2007 7:28:01 AM |
|
mattei |
mike |
77 |
Jack |
Gatrell |
49825 9 Mile Rd |
Northville |
MI |
|
2483492019 |
Approved follow-up Call |
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 |
5/10/07 |
1130 |
am |
|
|
|
|
x |
|
mrs gattrel |
12 |
pm |
5/10/2007 8:27:04 AM |
|
mattei |
mike |
65 |
Colin |
Giles |
14085 Ashurst St |
Livonia |
MI |
|
7344272905 |
Approved follow-up Call |
seemed like a pretty nice guy and seeemd to be interested. Confirmed everything
|
4/4/07 |
7 |
pm |
|
|
|
|
x |
|
Mr Giles |
7 |
pm |
4/4/2007 4:15:06 PM |
|
mattei |
mike |
65 |
Thomas |
Grover |
590 Provincetown Ln |
Plymouth |
MI |
|
7344596685 |
Approved follow-up Call |
NIce man. not a lot to say though |
5/10/07 |
1130 |
am |
|
|
|
|
x |
|
Thomas |
1145 |
am |
5/10/2007 8:44:52 AM |
|
mattei |
mike |
75 |
Wallace |
Hill |
47850 7 Mile Rd |
Northville |
MI |
|
2483493120 |
Approved follow-up Call |
spoke to mrs hill and she confirmed everything thqat was needed and said she wold make sure her husband looked at the info
|
4/20/07 |
230 |
pm |
|
|
|
|
x |
|
mrs hill |
5 |
pm |
4/20/2007 12:41:09 PM |
|
mattei |
mike |
65 |
Donald |
Horne |
253 Redfield Ct |
Canton |
MI |
|
7343972168 |
Approved follow-up Call |
spoke to mrs horne, donald had just went out but she wanted to listen to my pitch and she accepted for him
|
5/9/07 |
930 |
am |
|
|
|
|
x |
|
mrs horne |
|
pm |
5/9/2007 7:13:40 AM |
|
mattei |
mike |
69 |
Arthur |
Howland |
20965 Lujon Dr |
Northville |
MI |
|
2484765452 |
Approved follow-up Call |
pretty nice woman. Not positive but thinks they still has a 401k puttering around somewhere
|
4/20/07 |
245 |
pm |
|
|
|
|
x |
|
mrs howland |
5 |
pm |
4/20/2007 12:46:29 PM |
|
mattei |
mike |
76 |
Alvin |
Huffman |
5624 Denton Rd |
Canton |
MI |
|
7344950546 |
Approved follow-up Call |
spoke with MRs huffman, she was very accomdating and said to send the info along and alvin wil look at it
|
5/3/07 |
10 |
am |
|
|
|
|
x |
|
mrs huffman |
5 |
pm |
5/3/2007 7:26:12 AM |
|
mattei |
mike |
69 |
Mary |
James |
213 Pinewood Cir |
Plymouth |
MI |
|
7343546326 |
Approved follow-up Call |
Mary was cool. she def seemed interested |
5/10/07 |
1130 |
am |
|
|
|
|
x |
|
mary |
12:15 |
am |
5/10/2007 9:53:07 AM |
|
mattei |
mike |
61 |
Virginia |
Johnson |
3900 W Jefferson Ave # 3940 |
Trenton |
MI |
|
7346925745 |
Approved follow-up Call |
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
|
4/4/07 |
1030 |
am |
|
|
|
|
x |
|
Virginia |
1030 |
am |
4/4/2007 7:25:50 AM |
|
mattei |
mike |
69 |
Ellwood |
Kirkpatrick |
15544 Belmont Ave |
Allen Park |
MI |
|
3133837311 |
Approved follow-up Call |
not the niceest guy in the world but agreed to all
|
5/16/07 |
10 |
am |
|
|
|
|
x |
|
ellwood |
|
|
5/16/2007 7:49:46 AM |
|
mattei |
mike |
71 |
Patricia |
Langland |
11640 Fordline St Apt 201 |
Allen Park |
MI |
|
3133881674 |
Approved follow-up Call |
vvery nice. Said it might take her a week or so to read over the info but she will
|
5/15/07 |
6 |
pm |
|
|
|
|
x |
|
patricia |
6 |
pm |
5/15/2007 2:42:38 PM |
|
mattei |
MIKE |
65 |
Gregory |
Martin |
15111 Heyer St |
Livonia |
MI |
|
7344640903 |
Approved follow-up Call |
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
|
4/12/07 |
930 |
am |
|
|
|
|
x |
|
GREG |
|
pm |
4/12/2007 7:50:21 AM |
|
mattei |
mike |
65 |
Theodore |
Mcdowell |
37506 Rhonswood Dr |
Northville |
MI |
|
2484771491 |
Approved follow-up Call |
does not sound like the strongest lead in the world but he did agree to look at the info
|
5/3/07 |
1141 |
am |
|
|
|
|
x |
|
Theodore |
5 |
pm |
5/3/2007 8:41:21 AM |
|
mattei |
mike |
77 |
Stella |
Migliore |
9898 Melbourne Ave |
Allen Park |
MI |
|
3139288092 |
Approved follow-up Call |
hmmmm, not too sure how string this is, she was on the fence
|
5/15/07 |
6 |
pm |
|
|
|
|
x |
|
stella |
6 |
pm |
5/15/2007 3:58:59 PM |
|
mattei |
mike |
77 |
Stella |
Migliore |
9898 Melbourne Ave |
Allen Park |
MI |
|
3139288092 |
Approved follow-up Call |
hmmmm, not too sure how string this is, she was on the fence
|
5/15/07 |
6 |
pm |
|
|
|
|
x |
|
stella |
6 |
pm |
5/15/2007 3:58:59 PM |
|
mattei |
mike |
75 |
Bernice |
Miller |
624 Merrimac Rd |
Canton |
MI |
|
7343979192 |
Approved follow-up Call |
seemed to be on board with everything
|
5/9/07 |
930 |
am |
|
|
|
|
x |
|
bernice |
930 |
am |
5/9/2007 7:14:19 AM |
|
mattei |
mike |
71 |
Nancy |
Miller |
41720 White Tail Ln |
Canton |
MI |
|
7343971333 |
Approved follow-up Call |
sounded like I just woke her up (at 11:am)
|
4/19/07 |
11 |
am |
|
|
|
|
x |
|
Nancy |
1130 |
am |
4/19/2007 8:29:54 AM |
|
mattei |
mike |
65 |
John |
Mosher |
14134 Franklin Dr |
Plymouth |
MI |
|
7344593077 |
Approved follow-up Call |
not the least interested I have ever heard anyone but def not the MOST
|
5/2/07 |
1230 |
pm |
|
|
|
|
x |
|
John |
120 |
pm |
5/2/2007 10:28:14 AM |
|
mattei |
mike |
69 |
David |
Orear |
43540 Applewood Rd |
Canton |
MI |
|
7343970499 |
Approved follow-up Call |
dave was not home but is wife verified everyuthing and said to send info (very nce lady)
|
5/3/07 |
10 |
am |
|
|
|
|
x |
|
mrs orear |
5 |
pm |
5/3/2007 7:46:57 AM |
|
mattei |
mike |
71 |
Gary |
Roby |
28407 Wentworth St |
Livonia |
MI |
|
7345221883 |
Approved follow-up Call |
kind of grumbly at first but i gave him the no obligation speech and he loosened up |
4/17/07 |
11 |
am |
|
|
|
|
x |
|
gary |
|
|
4/17/2007 8:35:13 AM |
|
mattei |
mike |
74 |
Mary |
Roy |
34527 Summers St |
Livonia |
MI |
|
7345224896 |
Approved follow-up Call |
was pretty receptive. verified age and investments. said go ahead with the follow p call but earlier in the eve would be better |
4/3/07 |
830 |
pm |
|
|
|
|
x |
|
Mary |
7 |
pm |
4/3/2007 5:38:55 PM |
|
mattei |
mike |
77 |
Mary |
Schwartz |
41891 South Dr |
Canton |
MI |
|
7343978713 |
Approved follow-up Call |
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
|
4/18/07 |
1 |
pm |
|
|
|
|
x |
|
mary |
11 |
am |
4/18/2007 10:53:20 AM |
|
mattei |
mike |
77 |
GLEN |
SHIPMAN |
214 CARRIAGE OAKS DR |
LIBERTY HILL |
TX |
78642 |
5125155390 |
Approved follow-up Call |
spoke to wife, said glenn was not home but she knows he would like the info so plesae send it
|
4/3/07 |
830 |
pm |
|
|
|
|
x |
|
mrs shipman |
7 |
pm |
4/3/2007 6:00:10 PM |
|
mattei |
mike |
71 |
Phyllis |
Teubert |
15931 Deering St |
Livonia |
MI |
|
7344529165 |
Approved follow-up Call |
a little quirky. Kind of flakey, not too sure how good this will be but she did confirm all |
4/12/07 |
11 |
am |
|
|
|
|
x |
|
phyllis |
11 |
am |
4/12/2007 8:59:08 AM |
|
mattei |
mike |
67 |
Virginia |
Welsh |
15650 Green Lane Ave |
Livonia |
MI |
|
7344277381 |
Approved follow-up Call |
"ginny" was pretty nice. Not too sure she will do anything but would like to at least see the info
|
4/17/07 |
12 |
pm |
|
|
|
|
x |
|
ginny |
2 |
pm |
4/17/2007 10:54:53 AM |
|
mattei |
mike |
79 |
Beverly |
Wise |
15032 Maplewood Ln |
Plymouth |
MI |
|
7344200897 |
Approved follow-up Call |
very nice woman, not too comfortable with more investing but would like to see the info and make an "informed" decision.
|
4/30/07 |
1130 |
am |
|
|
|
|
x |
|
bev |
6 |
pm |
4/30/2007 8:28:42 AM |
|
mattei |
mike |
75 |
Thomas |
Zubick |
1098 Byron St Apt D |
Plymouth |
MI |
|
7342072661 |
Approved follow-up Call |
was very busy at work, so he said to jsut send the info and he will look at it . |
4/30/07 |
957 |
am |
|
|
|
|
x |
|
tom |
958 |
am |
4/30/2007 7:09:09 AM |
|
MATTEI |
rosalyn |
70 |
kenneth |
chadwell |
14828 Englewood Ave |
allen park |
MI |
48101 |
3133891801 |
Approved follow-up Call |
stated that she thought they had one of the investments. She welcomed a call back. Mrs. chadwell was a bit timid
|
05/03/07 |
3:15 |
pm |
|
|
|
|
|
|
mrs. chadwell |
3:00 |
pm |
5/3/2007 12:58:50 PM |
|
MATTEI |
rosalyn |
65 |
MARILYN |
COMETTO |
40148 Newport Dr |
PLYMUTH |
MI |
48170 |
7344538381 |
Approved follow-up Call |
MARILYN WAS NICE AND EASY TO TALK WITH |
04/27/07 |
10:10 |
am |
|
|
|
|
|
|
MARILYN COMETTO |
10:30 |
am |
4/27/2007 7:49:35 AM |
|
MATTEI |
rosalyn |
65 |
NOREEN |
CUSICK |
48040 Vistas Ct |
CANTON |
MI |
48188 |
7343404260 |
Approved follow-up Call |
I SPOKE WITH NOREEN CUSICK. SHE WOULD LIKE TO BE CONTACTED AT 8:30PM |
04/13/07 |
8:30 |
pm |
|
|
|
|
|
|
NOREEN CUSICK |
8:30 |
pm |
4/13/2007 5:50:16 PM |
|
MATTEI |
ROSALYN |
74 |
PATSIE |
DUNN |
4076 Berkeley Ave |
CANTON |
MI |
48188 |
7343989893 |
Approved follow-up Call |
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. |
04/20/07 |
10:00 |
am |
|
|
|
|
|
|
PATSIE DUNN |
2 OR 3:00 |
pm |
4/20/2007 7:38:04 AM |
|
MATTEI |
ROSALYN |
76 |
EDWARD |
GENSIEWSKI |
7532 Admiralty Dr |
CANTON |
MI |
48187 |
7347370449 |
Approved follow-up Call |
I SPOKE WITH MRS. ELDA GENSIEWSKI |
04/27/07 |
10:56 |
am |
|
|
|
|
|
|
MRS. ELDA GENSIEWSKI |
1:00 |
pm |
4/27/2007 8:49:02 AM |
|
mattei |
rosalyn |
64 |
raymond |
goldsmith |
44330 Duchess Dr |
CANTON |
mi |
48187 |
7349817321 |
Approved follow-up Call |
mr goldsmith was very easy to talk with. Very pleasant. |
06/19/07 |
10:45 |
am |
|
|
|
|
|
|
raymond goldsmith |
11:00 |
am |
6/19/2007 7:59:26 AM |
|
MATTEI |
rosalyn |
64 |
randolf |
higgison |
9847 Ruth Ave |
allen park |
MI |
|
3139284089 |
Approved follow-up Call |
Randolf was very nice and easy going |
05/10/07 |
7:00 |
pm |
|
|
|
|
|
|
randolf higgison |
7:00 |
pm |
5/10/2007 4:33:32 PM |
|
MATTEI |
rosalyn |
65 |
james |
jermanus |
7419 Burgundy St |
Canton |
mi |
48187 |
7344535948 |
Approved follow-up Call |
james was nice to speak with he can be contacted at 12:30pm on saturdays. |
05/19/07 |
12:33 |
pm |
|
|
|
|
|
|
james jermanus |
12:30 |
pm |
5/19/2007 10:14:35 AM |
|
mattei |
rosalyn |
74 |
mildred |
johnson |
39535 Danielle Dr |
northville |
mi |
48167 |
2483476049 |
Approved follow-up Call |
Pleasant person to speak with. |
04/20/07 |
6:55 |
pm |
|
|
|
|
|
|
mildred johnson |
7:00 |
pm |
4/20/2007 4:19:44 PM |
|
MATTEI |
rosalyn |
73 |
florian |
kaczynski |
40122 Newport Dr |
Plymouth |
MI |
48170 |
7344530173 |
Approved follow-up Call |
Mr florian was rather soft spoken He was easy to converse with and he states that he is home most of the time. |
05/19/07 |
12:14 |
pm |
|
|
|
|
|
|
florian kaczynski |
12:00 |
pm |
5/19/2007 10:09:00 AM |
|
MATTEI |
rosalyn |
76 |
william |
liphardt |
9647 Andrews Ave |
allen park |
mi |
|
3133834946 |
Approved follow-up Call |
william seemed a little apprehensive but overall he was pretty open to hear more. |
05/10/07 |
6:45 |
pm |
|
|
|
|
|
|
william liphardt |
7:00 |
pm |
5/10/2007 4:29:52 PM |
|
mattei |
rosalyn |
69 |
antoinette |
lombardo |
42187 Tonquish Ct |
CANTON |
mi |
48187 |
7342590133 |
Approved follow-up Call |
answered all of my questions but was a bit apprehensive about a follow up call. she was concerned about being obligated to anything |
06/15/07 |
5:50 |
pm |
|
|
|
|
|
|
antoinette lombardo |
6:00 |
pm |
6/15/2007 3:26:30 PM |
|
MATTEI |
rosalyn |
66 |
theodore |
martin |
15007 Mclain Ave |
allen park |
MI |
48101 |
3133881961 |
Approved follow-up Call |
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. |
05/03/07 |
3:30 |
pm |
|
|
|
|
|
|
theodore martin |
3:30 |
pm |
5/3/2007 1:04:53 PM |
|
mattei |
rosalyn |
64 |
james |
mccammond |
12770 N Ridge Rd |
plymouth |
mi |
48170 |
7344590992 |
Approved follow-up Call |
james was very easy going and pleasant to talk to |
04/30/07 |
7:43 |
pm |
|
|
|
|
|
|
james mccammond |
7:00 |
pm |
4/30/2007 5:52:31 PM |
|
MATTEI |
ROSALYN |
72 |
JAMES |
MCPHAIPACH |
9728 Bloomsbury Cir |
NORTHVILLE |
MI |
48167 |
2484460195 |
Approved follow-up Call |
APPROVED FOLLOW UP CALL. |
04/25/07 |
7:35 |
pm |
|
|
|
|
|
|
JAMES MCPHAIPACH |
7:30 |
pm |
4/25/2007 5:46:19 PM |
|
mattei |
rosalyn |
68 |
travis |
nixon |
21824 Rathlone Dr |
NORTHVILLE |
MI |
|
2483498166 |
Approved follow-up Call |
Readily accepted my call and answered my questions. |
05/10/07 |
8:00 |
pm |
|
|
|
|
|
|
travis nixon |
8:00 |
pm |
5/10/2007 5:40:24 PM |
|
MATTEI |
rosalyn |
65 |
CHARLES |
PAGE |
45415 Brunswick Dr |
CANTON |
MI |
48187 |
7344594978 |
Approved follow-up Call |
CHARLES IS VERY FRIENDLY AND INTERESTING. |
04/27/07 |
11:10 |
am |
|
|
|
|
|
|
CHARLES PAGE |
10:00 |
am |
4/27/2007 8:59:22 AM |
|
mattei |
rosalyn |
68 |
dorothy |
poland |
41718 Onaway Dr |
northville |
mi |
48167 |
2483493718 |
Approved follow-up Call |
approved follow up call |
04/20/07 |
6:30 |
pm |
|
|
|
|
|
|
dorothy poland |
6:30 |
pm |
4/20/2007 4:16:04 PM |
|
MATTEI |
ROSALYN |
76 |
JOAN |
REID |
15221 Blue Skies St |
Livonia |
MI |
48154 |
734-464-11 |
Approved follow-up Call |
I SPOKE WITH MR. REID'S WIFE. JOAN REID |
04/11/07 |
1:40 |
pm |
|
|
|
|
|
|
JOAN REID |
5:00 |
pm |
4/11/2007 11:12:52 AM |
|
mattei |
rosalyn |
69 |
virginia |
reiff |
2917 Charing Cross |
NORTHVILLE |
MI |
|
2484867785 |
Approved follow-up Call |
Mrs. Reiff is a very nice lady. |
05/10/07 |
8:37 |
pm |
|
|
|
|
|
|
virginia reiff |
8:30 |
pm |
5/10/2007 5:44:27 PM |
|
MATTEI |
rosalyn |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133881492 |
Approved follow-up Call |
Nice easy to talk with |
05/03/07 |
3:00 |
pm |
|
|
|
|
|
|
antoinette schlaff |
3:00 |
pm |
5/3/2007 12:54:07 PM |
|
MATTEI |
rosalyn |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133891801 |
Approved follow-up Call |
Nice easy to talk with |
05/03/07 |
3:00 |
pm |
|
|
|
|
|
|
antoinette schlaff |
3:00 |
pm |
5/3/2007 12:52:13 PM |
|
MATTEI |
rosalyn |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133891801 |
Approved follow-up Call |
Nice easy to talk with |
05/03/07 |
3:00 |
pm |
|
|
|
|
|
|
antoinette schlaff |
3:00 |
pm |
5/3/2007 12:51:38 PM |
|
MATTEI |
rosalyn |
68 |
antoinette |
schlaff |
8957 Quandt Ave |
allen park |
MI |
48101 |
3133881492 |
Approved follow-up Call |
Nice easy to talk with |
05/03/07 |
3:00 |
pm |
|
|
|
|
|
|
antoinette schlaff |
3:00 |
pm |
5/3/2007 12:47:53 PM |
|
MATTEI |
rosalyn |
79 |
EARL |
SMITH |
13401 Beacon Hill Dr |
Plymouth |
MI |
|
7344533976 |
Approved follow-up Call |
EASY TO TALK TO. |
05/09/07 |
8:00 |
pm |
|
|
|
|
|
|
EARL SMITH |
8:00 |
pm |
5/9/2007 5:35:09 PM |
|
mattei |
rosalyn |
67 |
beverly |
spalding |
7298 Green Meadow Ln |
CANTON |
mi |
48187 |
7344141567 |
Approved follow-up Call |
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. |
06/19/07 |
10:00 |
am |
|
|
|
|
|
|
beverly spalding |
10:00 |
am |
6/19/2007 7:55:24 AM |
|
MATTEI |
rosalyn |
71 |
melvin |
westphal |
44276 Brandywyne Rd |
Canton |
MI |
48187 |
7344598456 |
Approved follow-up Call |
I spoke with melvin westphal He can be contacted at 6pm through out the week days. |
05/19/07 |
12:41 |
pm |
|
|
|
|
|
|
melvin westphal |
6:00 |
pm |
5/19/2007 10:18:39 AM |
|
MATTEI |
rosalyn |
66 |
LEONARD |
Zoltowski |
44287 Postmill Ct |
CANTON |
MI |
48187 |
7344536894 |
Approved follow-up Call |
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. |
04/27/07 |
11:30 |
am |
|
|
|
|
|
|
MRS. ZOLTOWSKI |
11:00 |
am |
4/27/2007 9:19:51 AM |
|
MATTEI |
rosalyn |
66 |
LEONARD |
Zoltowski |
44287 Postmill Ct |
CANTON |
MI |
48187 |
7344536894 |
Approved follow-up Call |
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. |
04/27/07 |
11:30 |
am |
|
|
|
|
|
|
MRS. ZOLTOWSKI |
11:00 |
am |
4/27/2007 9:22:11 AM |
|
Mcgann |
mike |
67 |
WILLIAM |
KELLEY |
14608 ROCK CLIFF DR |
LEANDER |
TX |
78641 |
5122599053 |
Approved follow-up Call |
you may call him bill. seemed to be genuinley interested. asked me about hte weather where i live...nice guy |
3/21/07 |
930 |
am |
|
|
|
|
x |
|
bill |
|
am |
3/21/2007 9:09:28 AM |
|
mcgann |
mike |
64 |
FRANK |
MUNOZ |
14711 HONEYCOMB DR |
LEANDER |
TX |
78641 |
5122591226 |
Approved follow-up Call |
64 years YOUNG I was told. Funny guy. call back at night
|
3/19/07 |
12 |
pm |
|
|
|
|
x |
|
frank |
|
pm |
3/19/2007 11:27:31 AM |
|
mcgann |
mike |
65 |
FIDENCIO |
PADILLA |
3709 CHEYENNE ST |
ROUND ROCK |
TX |
78664 |
5123105652 |
Approved follow-up Call |
little tough on the english but def understood it. |
4/02/07 |
8 |
pm |
|
|
|
|
x |
|
mr padilla |
8 |
pm |
4/2/2007 5:08:33 PM |
|
METTEI |
rosalyn |
68 |
ROBERT |
LUSKO |
46250 Bartlett Dr |
CANTON |
MI |
48187 |
7344164250 |
Approved follow-up Call |
I SPOKE WITH ROBERT LUSKO. HE WAS RATHER ON THE APPREHENSIVE SIDE. HOWEVER HE DID AGREE TO A FOLLOW UP CALL |
04/27/07 |
11:02 |
am |
|
|
|
|
|
|
ROBERT LUSKO |
11:00 |
am |
4/27/2007 8:55:22 AM |
|
ohanesian |
mike |
62 |
STEVEN |
CARPENTER |
457 BUCKHORN RD |
ROSEBURG |
OR |
97470 |
5416735850 |
Approved follow-up Call |
seemed pretty on board with the whole thing. Def done some inv in th epast
|
3/20/07 |
1011 |
am |
|
|
|
|
x |
|
steve |
|
pm |
3/20/2007 10:11:41 AM |
|
ohanesian |
mike |
73 |
ROBERT |
DEAVER |
93905 GREEN ACRES LN |
COOS BAY |
OR |
97420 |
5412673305 |
Approved follow-up Call |
low key man. Seemd to be interested but not overly
|
4/19/07 |
12 |
am |
|
|
|
|
x |
|
Robery |
12 |
pm |
4/19/2007 12:31:35 PM |
|
ohanesian |
mike |
70 |
DARWIN |
ROYER |
372 W HICKORY ST |
ROSEBURG |
OR |
97470 |
5419571352 |
Approved follow-up Call |
darwin was ok, but did not like giving out his info to much. Would only say "over 70"
|
4/02/07 |
6 |
pm |
|
|
|
|
x |
|
mr royer |
6 |
pm |
4/2/2007 6:02:53 PM |
|
ohanesian |
mike |
70 |
LORRAINE |
RUSSELL |
1958 LINNELL AVE |
ROSEBURG |
OR |
97470 |
5416795279 |
Approved follow-up Call |
|
4/02/07 |
6 |
pm |
|
|
|
|
x |
|
LORRAINE |
6 |
pm |
4/2/2007 6:03:15 PM |
|
ohanesian |
mike |
0 |
CAROL |
SMITH |
66642 E BAY RD |
NORTH BEND |
OR |
97459 |
5417560625 |
Approved follow-up Call |
was a little hesitant at first. And did not confirm her age. So not sure it is the strongest leasd but…..
|
3/20/07 |
1011 |
am |
|
|
|
|
x |
|
carol |
|
am |
3/20/2007 10:24:07 AM |
|
ohanesian |
mike |
72 |
ROBERTA |
STACEY |
2207 LOMBARD ST |
NORTH BEND |
OR |
97459 |
5417560190 |
Approved follow-up Call |
Spoke with MR Tracy. He seemd on board to at least gibve the info a real look at.
|
4/5/07 |
8 |
pm |
|
|
|
|
|
|
mr stacy |
7 |
pm |
4/5/2007 8:12:05 PM |
|
owen |
mike |
67 |
Margaret |
Archie |
11303 Lenox Dr |
Uppr Marlboro |
MD |
|
3013360368 |
Approved follow-up Call |
Miss Archie was very curious how we got her number but was in for getting the info
|
5/7/07 |
4 |
pm |
|
|
|
|
x |
|
margaret |
4 |
pm |
5/7/2007 1:04:45 PM |
|
owen |
mike |
75 |
Peggy |
Butts |
10810 White House Rd |
Uppr Marlboro |
MD |
|
3013368353 |
Approved follow-up Call |
very nice, a little skeptical but will look at info
|
4/30/07 |
5 |
pm |
|
|
|
|
x |
|
peggy |
5 |
pm |
4/30/2007 2:07:33 PM |
|
owen |
mike |
71 |
James |
Diggs |
9345 Darcy Rd |
Uppr Marlboro |
MD |
|
3013365753 |
Approved follow-up Call |
little gravely in his voice so listen carefully
|
5/9/07 |
3 |
pm |
|
|
|
|
x |
|
jim |
3 |
pm |
5/9/2007 12:25:04 PM |
|
owen |
mike |
77 |
Warren |
Hogan |
11912 Berrybrook Ter |
Uppr Marlboro |
MD |
|
3018686956 |
Approved follow-up Call |
spoke to mrs.hogan She confirmed evertythign and said she would have her husband check it all out when it arrives
|
4/30/07 |
1254 |
am |
|
|
|
|
x |
|
mrs hogan |
6 |
pm |
4/30/2007 9:54:50 AM |
|
owen |
mike |
71 |
Andrew |
Jenkins |
12704 Water Fowl Way |
Uppr Marlboro |
MD |
|
3013908256 |
Approved follow-up Call |
a little aprehensive at first but loosend up |
5/1/07 |
12 |
pm |
|
|
|
|
x |
|
andrew |
noon |
pm |
5/1/2007 9:01:19 AM |
|
owen |
mike |
71 |
Carlos |
Johnson |
1123 Blue Wing Ter |
Uppr Marlboro |
MD |
|
3012492516 |
Approved follow-up Call |
spoke to mrs johnson, she confirmed everything for carlos and said to call back after 6
|
5/16/07 |
1130 |
am |
|
|
|
|
x |
|
Mr Johnson |
6 |
pm |
5/16/2007 8:41:39 AM |
|
owen |
mike |
65 |
Maureen |
Jordan |
8404 Wexford Rd |
Uppr Marlboro |
MD |
|
3016271646 |
Approved follow-up Call |
low talker, need to make sure you listen well
|
4/23/07 |
10:30 |
am |
|
|
|
|
x |
|
Maureen |
1030 |
am |
4/23/2007 8:55:55 AM |
|
owen |
mike |
67 |
Memphis |
King |
908 Peconic Pl |
Uppr Marlboro |
MD |
|
3014992168 |
Approved follow-up Call |
just a good ole boy. A little skeptical but did accept
|
5/15/07 |
noon |
am |
|
|
|
|
x |
|
Memphis |
12 |
pm |
5/15/2007 11:43:04 AM |
|
owen |
mike |
69 |
Addie |
Martin |
9706 Frank Tippett Rd |
Uppr Marlboro |
MD |
|
3018686081 |
Approved follow-up Call |
did not seem overly interested but did say she would look at it.
|
4/23/07 |
10 |
am |
|
|
|
|
x |
|
Addie |
10 |
am |
4/23/2007 8:54:45 AM |
|
owen |
mike |
69 |
Peter |
Mcconville |
8426 Grandhaven Ave |
Uppr Marlboro |
MD |
|
3016276430 |
Approved follow-up Call |
appeared to be somewhat interested. Was heading out so dod not get a chacme to get into a good conversation with him
|
4/23/07 |
10:30 |
am |
|
|
|
|
x |
|
Peter |
1145 |
am |
4/23/2007 8:56:35 AM |
|
owen |
mike |
73 |
Paul |
McDaniel |
10811 Hollaway Dr |
Uppr Marlboro |
MD |
|
3018688673 |
Approved follow-up Call |
spoke to mrs. She confirmed evertythign and said she would have her husband check it all out when it arrives
|
4/26/07 |
1030 |
am |
|
|
|
|
x |
|
Mrs Mcdaniel |
530 |
pm |
4/26/2007 8:24:05 AM |
|
owen |
mike |
71 |
Horace |
Patrick |
9910 Quiet Glen Ct |
Springdale |
MD |
|
3013863924 |
Approved follow-up Call |
Not too on board but said he will look at info
|
5/7/07 |
3 |
pm |
|
|
|
|
x |
|
horace |
3 |
pm |
5/7/2007 1:03:41 PM |
|
owen |
mike |
69 |
Grace |
Russell |
11007 Woodlawn Blvd |
Uppr Marlboro |
MD |
|
3013360853 |
Approved follow-up Call |
very nice to talk to. After a day of cranky people she was a blessing
|
5/3/07 |
6 |
pm |
|
|
|
|
x |
|
Grace |
7 |
pm |
5/3/2007 4:25:01 PM |
|
owen |
mike |
65 |
Wanda |
Simms |
702 Carriage House Ln |
Uppr Marlboro |
MD |
|
3013505242 |
Approved follow-up Call |
sweet heart. Very nice
|
5/15/07 |
noon |
am |
|
|
|
|
x |
|
wanda |
12 |
pm |
5/15/2007 11:40:44 AM |
|
owen |
mike |
71 |
Kenneth |
Southerland |
4000 Terrytown Ct |
Uppr Marlboro |
MD |
|
3019527407 |
Approved follow-up Call |
decent guy. Did not seem overly interested but did agree to the info |
5/10/07 |
3 |
pm |
|
|
|
|
x |
|
Kenneth |
3 |
pm |
5/10/2007 11:42:36 AM |
|
owen |
mike |
77 |
Gwendolyn |
Vinson |
3602 Cousins Dr |
Glenarden |
MD |
|
3017736152 |
Approved follow-up Call |
"gwen" was very nice and cooperative
|
5/7/07 |
4 |
pm |
|
|
|
|
x |
|
gwen |
4 |
pm |
5/7/2007 1:04:15 PM |
|
owen |
mike |
79 |
Lillie |
Wilson |
3304 Ladova Way |
Uppr Marlboro |
MD |
|
3013223595 |
Approved follow-up Call |
Said she was cool with calling here anytime
|
5/7/07 |
3 |
pm |
|
|
|
|
x |
|
lillie |
3 |
pm |
5/7/2007 1:03:02 PM |
|
owen |
rosalyn |
76 |
charels |
bagenstose |
1019 Butterworth Ln |
Uppr Marlboro |
md |
20774 |
3013360622 |
Approved follow-up Call |
approved follow up call |
04/27/07 |
11:45 |
am |
|
|
|
|
|
|
charles bagenstose |
11:00 |
am |
4/28/2007 9:42:31 AM |
|
OWEN |
Rosalyn |
64 |
LEON |
BEARD |
17207 Brookmeadow Ln |
UPPER MARBORO |
MD |
20772 |
301-627-84 |
Approved follow-up Call |
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 |
04/18/07 |
6:30 |
pm |
|
|
|
|
|
|
DELORES BEARD |
6:30 |
|
4/18/2007 4:01:33 PM |
|
owen |
rosalyn |
68 |
HARRISON |
BENTON |
10003 Timberwood Ct |
MARLBORO |
MD |
20772 |
3015992054 |
Approved follow-up Call |
i SPOKE TO MRS. BENTON |
04/20/07 |
11:30 |
am |
|
|
|
|
|
|
MRS. BENTON |
2:30 |
pm |
4/20/2007 8:48:21 AM |
|
owen |
ROSALYN |
77 |
BETTY |
BROTHERS |
123 Crain Hwy |
UPPER MARBORO |
md |
70774 |
3012493502 |
Approved follow-up Call |
EASY TO TALK TO |
05/01/07 |
10:30 |
am |
|
|
|
|
|
|
BETTY BROTHERS |
10:30 |
am |
5/1/2007 8:42:51 AM |
|
owen |
rosalyn |
66 |
mary |
chiles |
3623 Jeff Rd |
springdale |
md |
20774 |
3017739624 |
Approved follow-up Call |
approved follow up call |
04/28/07 |
12:00 |
pm |
|
|
|
|
|
|
mary chiles |
11:00 |
am |
4/28/2007 9:52:44 AM |
|
OWEN |
ROSALYN |
78 |
olive |
domingo |
13606 New Acadia Ln |
UPPER MARBORO |
MD |
20774 |
3014648672 |
Approved follow-up Call |
Readily answered all questions without hesitation. Pleasant person to speak with |
06/08/07 |
9:28 |
am |
|
|
|
|
|
|
olive domingo |
9:30 |
am |
6/8/2007 7:16:54 AM |
|
owen |
rosalyn |
77 |
charles |
freer |
7509 Dover Ln |
LANHAM |
md |
20706 |
3015522510 |
Approved follow-up Call |
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. |
06/04/07 |
8:14 |
pm |
|
|
|
|
|
|
charles freer |
8:00 |
pm |
6/4/2007 5:37:39 PM |
|
owen |
rosalyn |
64 |
JESSIE |
GIBSON |
4003 Terrytown Ct |
MARLBORO |
MD |
20772 |
3016275652 |
Approved follow-up Call |
I SPOKE WITH PEGGY GIBSON JESSIE'S WIFE. |
04/20/07 |
11:15 |
am |
|
|
|
|
|
|
PEGGY GIBSON |
6:00 |
pm |
4/20/2007 8:44:01 AM |
|
OWEN |
ROSALYN |
76 |
OLIVE |
GRAVES |
9028 Volta St |
Lanham |
MD |
20706 |
3015776804 |
Approved follow-up Call |
VERY NICE TO SPEAK TOO. |
06/05/07 |
10:49 |
am |
|
|
|
|
|
|
OLIVE GRAVES |
11:00 |
am |
6/5/2007 8:14:54 AM |
|
OWEN |
ROSALYN |
70 |
CLARA |
JOHNSON |
7021 Nashville Rd |
Lanham |
MD |
20706 |
3015520117 |
Approved follow-up Call |
PLEASANT AND UPBEAT. NICE PERSON TO SPEAK WITH. ANSWERED ALL QUESTIONS READILY AND WAS INTERESTED IN A FOLLOW UP CALL. |
06/05/07 |
10:57 |
am |
|
|
|
|
|
|
CLARA JOHNSON |
11:00 |
am |
6/5/2007 8:18:36 AM |
|
owen |
rosalyn |
70 |
patricia |
johnson |
6506 99th Pl |
LANHAM |
md |
20706 |
3015776046 |
Approved follow-up Call |
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. |
06/04/07 |
7:20 |
pm |
|
|
|
|
|
|
patricia johnson |
4:00 |
pm |
6/4/2007 5:32:18 PM |
|
owen |
rosalyn |
76 |
JEANNE |
JONES |
9804 Stall Ave |
LANHAM |
md |
20706 |
3014599744 |
Approved follow-up Call |
VERY NICE AND PLEASANT TO SPEAK WITH. |
05/23/07 |
10:55 |
am |
|
|
|
|
|
|
JEANNE JONES |
11:00 |
am |
5/23/2007 8:49:10 AM |
|
OWEN |
ROSALYN |
76 |
KATHLEEN |
KADERABEK |
6915 100th Ave |
Lanham |
MD |
20706 |
3015771423 |
Approved follow-up Call |
PLEASANT TO SPEAK WITH. ANSWERED ALL QUESTIONS READILY |
06/05/07 |
10:21 |
am |
|
|
|
|
|
|
KATHLEEN KADERABEK |
10:30 |
am |
6/5/2007 8:11:54 AM |
|
OWEN |
ROSALYN |
66 |
thelma |
moultrie |
13005 Cannon Pl |
UPPER MARBORO |
MD |
20774 |
3013902967 |
Approved follow-up Call |
Requested clarification on who I was and from where. Overall very nice to speak with. |
06/08/07 |
9:42 |
am |
|
|
|
|
|
|
thelma moultrie |
9:30 |
am |
6/8/2007 7:22:15 AM |
|
owen |
ROSALYN |
63 |
PATRICK |
OBRIEN |
18509 Queen Anne Rd |
UPPER MARBORO |
MD |
20774 |
3012497856 |
Approved follow-up Call |
vERY FRIENDLY AND PLEASANT. A PLEASURE TO TALK TO |
05/01/07 |
10:43 |
am |
|
|
|
|
|
|
PATRICK OBRIEN |
10:30 |
am |
5/1/2007 8:47:12 AM |
|
OWEN |
ROSALYN |
65 |
ROBERT |
PITTS |
6404 Dahlgreen Ct |
Lanham |
MD |
20706 |
3015529252 |
Approved follow-up Call |
ROBERT WAS SHORT AND TO THE POINT. A LITTLE CONSERVATIVE ABOUT GIVING OUT INFORMATION. |
06/05/07 |
10:18 |
am |
|
|
|
|
|
|
ROBERT PITTS |
10:00 |
am |
6/5/2007 8:08:40 AM |
|
owen |
rosalyn |
78 |
GEORGE |
POMETTO |
4610 Timber Ln |
LANHAM |
md |
20706 |
3015770978 |
Approved follow-up Call |
LISTENED TO MY PRESENTATION AND ANSWERED QUESTIONS WITHOUT INCIDENCE |
05/23/07 |
11:05 |
am |
|
|
|
|
|
|
GEORGE POMETTO |
11:00 |
am |
5/23/2007 8:52:58 AM |
|
owen |
rosalyn |
68 |
solomon |
ragland |
3391 Chester Grove Rd |
UPPER MARBORO |
md |
20774 |
3015683420 |
Approved follow-up Call |
approved follow up call |
04/28/07 |
11:55 |
am |
|
|
|
|
|
|
solomon ragland |
11:00 |
am |
4/28/2007 9:46:51 AM |
|
owen |
rosalyn |
64 |
CALVIN |
RODGERS |
5205 Whitfield Chapel Rd |
LANHAM |
MD |
20706 |
3014595997 |
Approved follow-up Call |
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. |
05/23/07 |
10:30 |
am |
|
|
|
|
|
|
MRS RODGERS |
6:00 |
pm |
5/23/2007 8:43:10 AM |
|
OWEN |
rosalyn |
64 |
ALTHEA |
SMITH |
7227 Kidmore Ln |
LANHAM |
md |
20706 |
3014596019 |
Approved follow-up Call |
ALTHEA WAS PRETTY EASY GOING WITH A MILD DISPOSITION.
|
05/24/07 |
8:30 |
pm |
|
|
|
|
|
|
ALTHEA SMITH |
8:30 |
pm |
5/24/2007 6:49:42 PM |
|
owen |
rosalyn |
70 |
JOHN |
TILLERY |
4815 Woodford Ln |
MARLBORO |
MD |
20772 |
301-780-66 |
Approved follow-up Call |
PLEASE CALL MR. TILLERY AT 7PM |
04/20/07 |
11:00 |
am |
|
|
|
|
|
|
MRS TILLERY |
7:00 |
pm |
4/20/2007 8:39:55 AM |
|
owen |
rosalyn |
70 |
JOHN |
TILLERY |
4815 Woodford Ln |
MARLBORO |
MD |
20772 |
3017806611 |
Approved follow-up Call |
PLEASE CALL MR. TILLERY AT 7PM |
04/20/07 |
11:00 |
am |
|
|
|
|
|
|
MRS TILLERY |
7:00 |
pm |
4/20/2007 8:45:13 AM |
|
owen |
ROSALYN |
70 |
FRANK |
WELSH |
1683 Hart Ct |
CROFTON |
MD |
21114 |
4104517302 |
Approved follow-up Call |
FRANK UNDERSTOOD ME BUT HE WAS A LITTLE BIT SLOW IN HIS THINKING |
05/01/07 |
11:00 |
am |
|
|
|
|
|
|
FRANK WELSH |
11:00 |
am |
5/1/2007 8:51:27 AM |
|
owen |
rosalyn |
70 |
ETHEL |
WILLIAMS |
10316 Broom Ln |
LANHAM |
md |
20706 |
3017948970 |
Approved follow-up Call |
ETHEL ANSWERED ALL OF THE QUESTIONS BUT SHE WAS IN A RUSH TO GET OUT TO THE DENTIST OFFICE |
05/23/07 |
10:45 |
am |
|
|
|
|
|
|
ETHEL WILLIAMS |
6:00 |
pm |
5/23/2007 8:46:08 AM |
|
owen |
rosalyn |
64 |
winston |
wilson |
8633 Fulton Ave |
glenarden |
md |
20706 |
2405827677 |
Approved follow-up Call |
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 |
05/22/07 |
7;20 |
pm |
|
|
|
|
|
|
winston wilson |
6:00 |
pm |
5/22/2007 4:44:57 PM |
|
OWEN |
ROSALYN |
64 |
stephen |
wood |
2520 Crain Hwy |
UPPER MARBORO |
MD |
20774 |
3016272314 |
Approved follow-up Call |
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 |
06/08/07 |
9:58 |
am |
|
|
|
|
|
|
Mrs. Wood |
6:00 |
pm |
6/8/2007 7:27:05 AM |
|
russell |
mike |
79 |
Edna |
Cloutier |
306 Olson Ct |
Stoughton |
WI |
|
6088733809 |
Approved follow-up Call |
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 |
5/9/07 |
1030 |
am |
|
|
|
|
x |
|
edna |
930 |
am |
5/9/2007 8:34:33 AM |
|
russell |
mike |
77 |
Louise |
Femrite |
1800 N Van Buren St |
Stoughton |
WI |
|
6088737649 |
Approved follow-up Call |
lousie was very nice, soft spoken and was not the most comfortable givein info but she did give in
|
5/15/07 |
10 |
am |
|
|
|
|
x |
|
Louise |
1030 |
pm |
5/15/2007 11:20:30 AM |
|
russell |
mike |
65 |
James |
Halvorson |
730 Dunn Ave |
Oregon |
WI |
|
6088355927 |
Approved follow-up Call |
was very busy but took a second to confirm everything. Call back nights |
5/9/07 |
900 |
am |
|
|
|
|
x |
|
was very busy but took a second to confirm everything. Call back nights |
9 |
am |
5/9/2007 7:38:36 AM |
|
russell |
mike |
65 |
Dale |
Richardson |
4253 County Road A |
Oregon |
WI |
|
6088350962 |
Approved follow-up Call |
spokje with mrs richardson and she confirmed aeverything for her husband and said to send hmim the info |
5/15/07 |
9 |
am |
|
|
|
|
x |
|
mrs richardson |
5 |
pm |
5/15/2007 11:18:10 AM |
|
russell |
mike |
71 |
Nancy |
Robinson |
41 Golf Course Rd Unit D |
Madison |
WI |
|
6082450419 |
Approved follow-up Call |
might not be the strongest lead ever. She was kinda non committal…talk loud |
5/9/07 |
930 |
am |
|
|
|
|
x |
|
nancy |
930 |
am |
5/9/2007 7:39:26 AM |
|
russell |
mike |
65 |
Theodore |
Schmitz |
974 Glenway Rd |
Oregon |
WI |
|
6088353992 |
Approved follow-up Call |
|
5/15/07 |
10 |
am |
|
|
|
|
x |
|
ted |
10 |
pm |
5/15/2007 11:19:34 AM |
|
russell |
mike |
65 |
Thomas |
Zingg |
4824 County Road A |
Oregon |
WI |
|
6088359219 |
Approved follow-up Call |
Tom was pretty cool and ef seemed interested |
5/15/07 |
10 |
am |
|
|
|
|
x |
|
tom |
10 |
pm |
5/15/2007 11:19:08 AM |
|
russell |
rosalyn |
69 |
robert |
anderson |
923 Robert St |
Edgerton |
wi |
53534 |
6088848316 |
Approved follow-up Call |
robert was rather quiet. He was interested in hearing more however |
06/28/07 |
8:50 |
pm |
|
|
|
|
|
|
robert anderson |
8:30 |
pm |
6/28/2007 8:01:36 PM |
|
russell |
rosalyn |
69 |
rodney |
anthony |
4637 W Rutland Rd |
brooklyn |
wi |
53521 |
6084558772 |
Approved follow-up Call |
answered questions but did so with one word answers. |
6/28/07 |
7:41 |
pm |
|
|
|
|
|
|
rodney anthony |
7:30 |
pm |
6/28/2007 7:20:28 PM |
|
RUSSELL |
rosalyn |
78 |
Rodney |
Bailey |
217 Lynnhaven Rd |
madison |
wi |
53714 |
6082494676 |
Approved follow-up Call |
Had a question or two. Was very direct about her questions. Overall nice lady to speak with. |
05/29/07 |
9:30 |
am |
|
|
|
|
|
|
Mrs Bailey |
9:30 |
|
5/29/2007 7:56:57 AM |
|
RUSSELL |
rosalyn |
67 |
LARRY |
BRANDT |
5617 Sedgemeadow Rd |
MIDDLETON |
WI |
53562 |
6088289890 |
Approved follow-up Call |
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. |
05/09/07 |
10:40 |
am |
|
|
|
|
|
|
LARRY BRANDT |
9:30 |
am |
5/9/2007 8:50:22 AM |
|
RUSSELL |
rosalyn |
64 |
ELLEN |
CARTTER |
1002 Mayfair Ave |
madison |
WI |
53714 |
6082497419 |
Approved follow-up Call |
LISTENED TO WHAT I HAD TO SAY AND ANSWERED ALL QUESTIONS WITHOUT INCIDENCE. |
05/24/07 |
8:30 |
pm |
|
|
|
|
|
|
ELLEN CARTTER |
8:30 |
pm |
5/24/2007 6:56:08 PM |
|
RUSSELL |
ROSALYN |
81 |
ALMA |
CHAPMAN |
101 Frost Woods Rd Apt 124 |
MADISON |
WI |
53716 |
6082240833 |
Approved follow-up Call |
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. |
06/05/07 |
6:15 |
pm |
|
|
|
|
|
|
ALMA CHAPMAN |
6:00 |
pm |
6/5/2007 4:52:27 PM |
|
RUSSELL |
rosalyn |
67 |
MARY |
COMERY |
5525 Bremer Rd |
Mc Farland |
WI |
|
6088384863 |
Approved follow-up Call |
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. |
05/09/07 |
10:23 |
am |
|
|
|
|
|
|
MARY COMERY |
11:00 |
am |
5/9/2007 8:30:42 AM |
|
RUSSELL |
rosalyn |
78 |
FRED |
DECKER |
2407 Maywood Cir |
MIDDLETON |
WI |
53562 |
6088369467 |
Approved follow-up Call |
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. |
05/09/07 |
10:15 |
am |
|
|
|
|
|
|
FRED DECKER |
10:00 |
am |
5/9/2007 9:06:37 AM |
|
russell |
rosalyn |
68 |
herbet |
eidson |
5350 Westport Rd Unit 21 |
madison |
WI |
53704 |
6084676247 |
Approved follow-up Call |
Nice person to speak with. Readily answered my questions |
06/14/07 |
10:20 |
am |
|
|
|
|
|
|
herbert eidson |
10:00 |
am |
6/14/2007 9:15:40 AM |
|
RUSSELL |
rosalyn |
64 |
RENO |
GEHRKE |
772 Canal Rd |
MARSHALL |
WI |
53559 |
6086554086 |
Approved follow-up Call |
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. |
06/29/07 |
9:55 |
am |
|
|
|
|
|
|
MRS GEHRKE |
10:00 |
am |
6/29/2007 10:05:34 AM |
|
RUSSELL |
ROSALYN |
74 |
armond |
gower |
4506 Northview Dr |
MADISON |
WI |
53704 |
6082424445 |
Approved follow-up Call |
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. |
06/12/07 |
6:22 |
pm |
|
|
|
|
|
|
armond gower |
6:00 |
pm |
6/12/2007 5:12:02 PM |
|
RUSSELL |
rosalyn |
74 |
LAVERNE |
GULSETH |
4719 Burma Rd |
Mc Farland |
WI |
53558 |
6088387201 |
Approved follow-up Call |
I BELIEVE LAVERNE IS A MAN. THE VOICE SOUNDED DISTINCTLY MASCULINE. |
05/15/07 |
11:48 |
am |
|
|
|
|
|
|
LAVERNE GULSETH |
11:30 |
am |
5/15/2007 10:04:45 AM |
|
RUSSELL |
ROSALYN |
74 |
william |
GYURICSEK |
4806 Meredithe Ave |
MADISON |
WI |
53716 |
6082228442 |
Approved follow-up Call |
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 |
06/05/07 |
5:30 |
pm |
|
|
|
|
|
|
MRS. GYURICSEK |
6:30 |
pm |
6/5/2007 4:44:36 PM |
|
russell |
rosalyn |
70 |
aksuko |
hamilton |
4814 Comanche Way |
madison |
WI |
53704 |
6082446743 |
Approved follow-up Call |
Spokw with a moderately thick accent. Was a little apprehensive about receiving any information. Husband has passed away. |
06/14/07 |
10:26 |
am |
|
|
|
|
|
|
aksuko hamilton |
10:30 |
am |
6/14/2007 9:21:08 AM |
|
russell |
rosalyn |
74 |
darlene |
hancock |
8526 Prairie Hill Rd |
madison |
WI |
53719 |
6088290949 |
Approved follow-up Call |
Listened and answered questions readily. Very friendly person. |
06/14/07 |
10:46 |
am |
|
|
|
|
|
|
darlene hancock |
11:00 |
am |
6/14/2007 9:25:38 AM |
|
RUSSELL |
rosalyn |
69 |
PHILLIP |
HANDEL |
1321 north highpoint rd |
MIDDLETON |
WI |
53562 |
6088365599 |
Approved follow-up Call |
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. |
05/09/07 |
10:05 |
am |
|
|
|
|
|
|
MARY HANDEL |
6:00 |
pm |
5/9/2007 9:01:44 AM |
|
RUSSELL |
ROSALYN |
66 |
jerome |
hansen |
468 Warbler Ln |
MADISON |
WI |
53704 |
6082445191 |
Approved follow-up Call |
nice person to speak with interested in finding out more information. |
06/12/07 |
6:45 |
pm |
|
|
|
|
|
|
jerome hansen |
6:30 |
pm |
6/12/2007 5:19:13 PM |
|
RUSSELL |
rosalyn |
76 |
RICHARD |
HAYDEN |
3345 Swinburne Dr |
Mc Farland |
WI |
53558 |
6088388389 |
Approved follow-up Call |
THEY BOTH ARE EARLY BIRDS CALL AT 9AM. BEATRICE WAS SOMEWHAT HESITANT BUT VERY NICE AND EASY TO TALK WITH. |
05/09/07 |
10:29 |
am |
|
|
|
|
|
|
MRS. BEATRICE HAYDEN |
9:00 |
am |
5/9/2007 8:38:29 AM |
|
RUSSELL |
rosalyn |
76 |
RICHARD |
HAYDEN |
3345 Swinburne Dr |
Mc Farland |
WI |
53558 |
6088388389 |
Approved follow-up Call |
RICHARD WAS SOME WHAT SKEPTICAL. HE HAD SOME QUESTIONS THAT HE WANTED ANSWERS TO. |
05/15/07 |
12:00 |
pm |
|
|
|
|
|
|
RICHARD HAYDEN |
11:00 |
am |
5/15/2007 10:09:12 AM |
|
RUSSELL |
rosalyn |
70 |
james |
heiman |
121 Motl St |
MARSHALL |
WI |
53559 |
6086554174 |
Approved follow-up Call |
Mr heiman was very agreeable. He readily answered all of my questions and He seemed very interested in receiving more information |
06/29/07 |
6:02 |
pm |
|
|
|
|
|
|
james heiman |
6:00 |
pm |
6/29/2007 4:19:09 PM |
|
RUSSELL |
rosalyn |
77 |
hERMAN |
HINRECHS |
5885 Holscher Rd |
Mc Farland |
WI |
53558 |
6088383553 |
Approved follow-up Call |
NICE PERSON PRESENTATION COMPLETED WITHOUT A HITCH. |
05/15/07 |
11:39 |
am |
|
|
|
|
|
|
HERMAN HINRICHS |
11:00 |
am |
5/15/2007 10:00:59 AM |
|
RUSSELL |
rosalyn |
76 |
HERMAN |
HINRICHS |
5885 Holscher Rd |
Mc Farland |
WI |
|
6088383553 |
Approved follow-up Call |
HERMAN WAS NICE AND EASY TO SPEAK WITH |
05/09/07 |
10:12 |
am |
|
|
|
|
|
|
HERMAN HINRICHS |
10:00 |
am |
5/9/2007 8:24:01 AM |
|
RUSSELL |
rosalyn |
64 |
MARGARET |
JORGENSEN |
7627 W Hampstead Ct |
MIDDLETON |
WI |
53562 |
6088249570 |
Approved follow-up Call |
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. |
05/15/07 |
6:15 |
pm |
|
|
|
|
|
|
MR. JORGENSEN |
6:30 |
pm |
5/15/2007 4:25:59 PM |
|
RUSSELL |
rosalyn |
66 |
raphael |
keller |
3501 Prairie Ave |
madison |
WI |
53714 |
6082420488 |
Approved follow-up Call |
Paused for a while before answering each question. Serious type of phone demeanor. |
05/29/07 |
9:48 |
am |
|
|
|
|
|
|
raphael keller |
9:48 |
am |
5/29/2007 8:00:22 AM |
|
RUSSELL |
rosalyn |
73 |
KATHERINE |
KERKHOF |
6247 Charing Cross Ln Apt A |
MIDDLETON |
WI |
|
6082335106 |
Approved follow-up Call |
KATHERINE IS NICE AND PLEASANT. |
05/09/07 |
7:30 |
pm |
|
|
|
|
|
|
KATHERINE KERKHOF |
7:30 |
pm |
5/9/2007 5:39:18 PM |
|
RUSSELL |
ROSALYN |
70 |
rosemary |
kibbe |
65 Cherokee Cir Unit 102 |
MADISON |
WI |
53704 |
6084676122 |
Approved follow-up Call |
Rose mary was easy to speak with answered all questions and approved a follow up call |
06/12/07 |
7:37 |
pm |
|
|
|
|
|
|
rose mary kibbe |
7:30 |
pm |
6/13/2007 5:56:28 PM |
|
RUSSELL |
rosalyn |
64 |
PATRICIA |
LAGREE |
6410 Hubbard Ave |
MIDDLETON |
WI |
53562 |
6088368238 |
Approved follow-up Call |
PATRICIA WAS VERY SKEPTICAL. SHE HAD NUMEROUS QUESTIONS. BUT SHE DID APPROVE A FOLLOW UP CALL. |
05/15/07 |
12:30 |
pm |
|
|
|
|
|
|
PATRICIA LAGREE |
12:00 |
pm |
5/15/2007 10:17:36 AM |
|
RUSSELL |
rosalyn |
70 |
michael |
leckrone |
7733 Hillcrest Ave |
MIDDLETON |
wi |
53562 |
6088249603 |
Approved follow-up Call |
No nonsense type of person. However Nice and receptive. Readily approved a follow up call. |
06/06/07 |
6:07 |
pm |
|
|
|
|
|
|
michael leckrone |
6:00 |
pm |
6/6/2007 5:02:52 PM |
|
RUSSELL |
rosalyn |
68 |
ROBERT |
LOUDON |
4008 Shawn Trl |
MIDDLETON |
WI |
53562 |
6088360883 |
Approved follow-up Call |
ROBERT APPROVED A FOLLOW UP CALL. HE WAS VERY UPBEAT |
05/15/07 |
12:30 |
pm |
|
|
|
|
|
|
ROBERT LOUDON |
12:00 |
pm |
5/15/2007 10:21:33 AM |
|
russell |
rosalyn |
63 |
john |
luther |
1014 Ash Ln |
Stoughton |
WI |
53589 |
6088735204 |
Approved follow-up Call |
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. |
06/14/07 |
10:14 |
am |
|
|
|
|
|
|
fran luther |
6:00 |
pm |
6/14/2007 9:12:30 AM |
|
RUSSELL |
rosalyn |
76 |
Joseph |
MALY |
7120 Companion Ln |
MIDDLETON |
WI |
53562 |
6088369345 |
Approved follow-up Call |
APPROVED FOLLOW UP CALL WITH NO PROBLEMS |
05/15/07 |
6:00 |
pm |
|
|
|
|
|
|
JOSEPH MALY |
6:00 |
pm |
5/15/2007 4:21:14 PM |
|
RUSSELL |
rosalyn |
64 |
michael |
mcgrath |
205 S Midvale Blvd |
madison |
WI |
53705 |
6082181215 |
Approved follow-up Call |
Nice person.. Pretty mild mannered. |
05/24/07 |
1:30 |
pm |
|
|
|
|
|
|
michael mcgrath |
1:30 |
pm |
5/24/2007 11:33:58 AM |
|
RUSSELL |
rosalyn |
78 |
DONALD |
MEISEL |
6365 Scandia Ln |
Mc Farland |
WI |
|
6088380668 |
Approved follow-up Call |
MRS. MEISEL APPROVED A FOLLOW UP CALL. SHE WAS VERY EASY TO TALK WITH AND OPEN TO NEW INFORMATION. |
05/09/07 |
10:08 |
am |
|
|
|
|
|
|
MRS. BARBARA MEISEL |
10:00 |
am |
5/9/2007 8:20:23 AM |
|
russell |
rosalyn |
0 |
karen |
nelson |
111 N Washington St |
Deerfield |
wi |
53531 |
6087645865 |
Approved follow-up Call |
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 |
06/28/07 |
8:16 |
pm |
|
|
|
|
|
|
karen nelson |
5:00 |
pm |
6/28/2007 8:04:52 PM |
|
russell |
rosalyn |
0 |
karen |
nelson |
111 N Washington St |
Deerfield |
wi |
53531 |
6087645865 |
Approved follow-up Call |
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 |
06/28/07 |
8:16 |
pm |
|
|
|
|
|
|
karen nelson |
5:00 |
pm |
6/28/2007 7:57:40 PM |
|
RUSSELL |
ROSALYN |
66 |
LOIS |
NORDNESS |
4511 Martha Ln |
MADISON |
WI |
53714 |
6082260259 |
Approved follow-up Call |
NICE PERSON TO SPEAK WITH. APPROVED A FOLLOW UP CALL. |
06/05/07 |
6:30 |
pm |
|
|
|
|
|
|
LOIS NORDNESS |
6:30 |
pm |
6/5/2007 4:56:37 PM |
|
RUSSELL |
rosalyn |
64 |
GARY |
PAUST |
W9595 E Kroghville Rd |
WATERLOO |
WI |
53594 |
9206482793 |
Approved follow-up Call |
A LITTLE QUIRKY. ARTICULATED HIS WORDS WITH AN INTENTIONAL DRAWL |
06/29/07 |
10:18 |
am |
|
|
|
|
|
|
GARY PAUST |
10:00 |
am |
6/29/2007 10:09:22 AM |
|
RUSSELL |
ROSALYN |
73 |
margaret |
pfutzenreuter |
4425 Jay Dr |
MADISON |
WI |
53704 |
6082449133 |
Approved follow-up Call |
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 |
06/08/07 |
6:27 |
pm |
|
|
|
|
|
|
margaret pfutzenreuter |
6:30 |
pm |
6/12/2007 5:16:04 PM |
|
RUSSELL |
rosalyn |
63 |
MARY |
REMSBOTTOM |
7014 Donna Dr |
MIDDLETON |
WI |
53562 |
6088369595 |
Approved follow-up Call |
NICE AND EASY TO SPEAK WITH |
05/09/07 |
9:45 |
am |
|
|
|
|
|
|
MARY REMSBOTTOM |
10:00 |
am |
5/9/2007 8:55:40 AM |
|
RUSSELL |
ROSALYN |
74 |
robert |
schmidt |
34 Cherokee Cir Unit 203 |
MADISON |
WI |
53704 |
6082402217 |
Approved follow-up Call |
robert was pretty easy going and passive throughout the conversation. He answered all questions and approved a follow up call. |
06/12/07 |
7:45 |
pm |
|
|
|
|
|
|
robert schmidt |
7:30 |
pm |
6/13/2007 6:00:59 PM |
|
RUSSELL |
ROSALYN |
65 |
lillian |
shroeder |
536 Morningstar Ln |
MADISON |
WI |
53704 |
6082411724 |
Approved follow-up Call |
spoke with lillian. answered questions but not very talkative. |
06/12/07 |
6:10 |
pm |
|
|
|
|
|
|
lillian shroeder |
6:00 |
pm |
6/12/2007 5:05:16 PM |
|
RUSSELL |
rosalyn |
64 |
ALTHEA |
SMITH |
7227 Kidmore Ln |
LANHAM |
md |
20706 |
3014596019 |
Approved follow-up Call |
ALTHEA WAS PRETTY EASY GOING WITH A MILD DISPOSITION. |
05/24/07 |
8:30 |
pm |
|
|
|
|
|
|
ALTHEA SMITH |
8:30 |
pm |
5/24/2007 6:47:42 PM |
|
RUSSELL |
ROSALYN |
76 |
JOHN |
SMITH |
4325 Maher Ave |
MADISON |
WI |
53716 |
6082227598 |
Approved follow-up Call |
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 |
06/05/07 |
5:37 |
pm |
|
|
|
|
|
|
MRS. SMITH |
5:00 |
pm |
6/5/2007 4:49:00 PM |
|
RUSSELL |
rosalyn |
64 |
janet |
spensor |
3270 Spencer Rd |
cottage grove |
WI |
53527 |
6088735270 |
Approved follow-up Call |
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 |
06/29/07 |
5:31 |
pm |
|
|
|
|
|
|
janet spensor |
5:00 |
pm |
6/29/2007 4:11:42 PM |
|
RUSSELL |
rosalyn |
64 |
ERNIE |
THIEDING |
2439 Char Ct |
Mc Farland |
WI |
53558 |
6088384755 |
Approved follow-up Call |
I SPOKE WITH MRS THEIDING I GOT HER APPROVAL BUT HAD SOME QUESTIONS THAT I HAD TO ANSWER |
11:30 |
12:05 |
pm |
|
|
|
|
|
|
MRS. THEIDING |
11:30 |
am |
5/15/2007 10:14:20 AM |
|
russell |
rosalyn |
76 |
arthur |
voit |
2917 County Road BB |
Cottage Grove |
wi |
53527 |
6082211941 |
Approved follow-up Call |
wife passed away 10 years ago. But he works to keep busy. He is very nice |
06/28/07 |
8:04 |
pm |
|
|
|
|
|
|
arthur voit |
8:00 |
pm |
6/28/2007 7:38:51 PM |
|
saccal |
mike |
68 |
JACQUES |
ALPHONSE |
2684 REIDS CAY |
WEST PALM BEACH |
FL |
33411 |
5617989082 |
Approved follow-up Call |
obviously there is an accent involved here....ha. |
3/19/07 |
1000 |
am |
|
|
|
|
x |
|
jaques |
|
am |
3/19/2007 8:44:50 AM |
|
saccal |
mike |
67 |
FRANCISCO |
ALVES |
270 PONCE DE LEON ST |
WEST PALM BEACH |
FL |
33411 |
5617954418 |
Approved follow-up Call |
send it out. doubts he will do much but there is always a chance he says |
3/19/07 |
1000 |
am |
|
|
|
|
x |
|
francisco |
|
am |
3/19/2007 8:45:44 AM |
|
SACCAL |
mike |
72 |
B |
BAKER |
103 SANTIAGO ST |
WEST PALM BEACH |
FL |
33411 |
5617936937 |
Approved follow-up Call |
spoke to mr bakers wife and she confirmed everything and said she woul dhave him look at info
|
3/21/07 |
930 |
am |
|
|
|
|
x |
|
Mrs baker |
|
am |
3/21/2007 8:09:49 AM |
|
SACCAL |
mike |
67 |
MARILYN |
BROWN |
2825 WILDERNESS RD |
WEST PALM BEACH |
FL |
33409 |
5616978880 |
Approved follow-up Call |
very nice woman. was very recpetive and seemed intersted |
3/21/07 |
930 |
am |
|
|
|
|
x |
|
Marilyn |
|
am |
3/21/2007 8:14:05 AM |
|
saccal |
mike |
77 |
Lyle |
Brundage |
5526 San Marino Way |
Lake Worth |
FL |
|
5616419040 |
Approved follow-up Call |
|
5/10/07 |
130 |
pm |
|
|
|
|
x |
|
lyle |
130 |
pm |
5/10/2007 10:33:04 AM |
|
SACCAL |
mike |
67 |
AUDREY |
CAMPBELL |
132 MANGROVE CT |
WEST PALM BEACH |
FL |
33411 |
5617921129 |
Approved follow-up Call |
spoke to MR campbell. said he has always done inveting but not too much lately. send info and he wll look it over |
4/02/07 |
8 |
pm |
|
|
|
CD |
|
|
mr campbell |
8 |
pm |
4/2/2007 4:57:49 PM |
|
SACCAL |
mike |
69 |
EARL |
COPELAND |
260 SUNSHINE BLVD |
WEST PALM BEACH |
FL |
33411 |
5617537808 |
Approved follow-up Call |
Seemed pleasant. Was alittle rushed cuz it was late but he said early evening is best |
4/02/07 |
8 |
pm |
|
|
|
CD |
x |
|
earl |
8 |
pm |
4/2/2007 4:59:17 PM |
|
saccal |
mike |
65 |
BERNARD |
DORSEY |
1825 WALDORF DR |
WEST PALM BEACH |
FL |
|
5617929195 |
Approved follow-up Call |
got a bit of a gravely voice. I might have woke him up from a nap
|
5/7/07 |
630 |
pm |
|
|
|
|
x |
|
mr dorsey |
630 |
pm |
5/7/2007 3:31:53 PM |
|
saccal |
mike |
73 |
DONALD |
EDWARDS |
142 VALENCIA ST |
WEST PALM BEACH |
FL |
33411 |
5612044387 |
Approved follow-up Call |
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 |
|
|
|
|
x |
|
DONALD |
|
|
4/5/2007 5:31:45 PM |
|
SACCAL |
mike |
67 |
BARBARA |
GIL |
6488 GARDEN CT |
WEST PALM BEACH |
FL |
33411 |
5616898270 |
Approved follow-up Call |
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 |
|
|
|
|
x |
|
barb |
|
|
4/3/2007 10:13:38 AM |
|
saccal |
mike |
69 |
ADELE |
HIGGINS |
7790 N FORK DR |
WEST PALM BEACH |
FL |
33411 |
5616866848 |
Approved follow-up Call |
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 |
|
|
|
|
x |
|
ADELE |
|
|
4/5/2007 5:31:02 PM |
|
saccal |
mike |
79 |
Robert |
Holowinski |
6646 Lake Loran Way |
Lake Worth |
FL |
|
5616411199 |
Approved follow-up Call |
Gave the whole "too old" thing but after a liitle coaxing her agreed to look at info |
5/16/07 |
6 |
pm |
|
|
|
|
x |
|
Bob |
6 |
pm |
5/16/2007 2:55:34 PM |
|
saccal |
mike |
65 |
Edna |
Keenan |
3452 Stanton Ter |
Lake Worth |
FL |
|
5619663397 |
Approved follow-up Call |
said she is ALWAYS busy and running errands so call back around 5 and "hope she is home"
|
5/7/07 |
630 |
pm |
|
|
|
|
x |
|
edna |
630 |
pm |
5/7/2007 3:32:55 PM |
|
saccal |
mike |
68 |
BRIDGETTE |
KEENEY |
1855 BREAKERS POINTE WAY |
WEST PALM BEACH |
FL |
33411 |
5617925837 |
Approved follow-up Call |
very nice and well spoken woman. She confirmed everything and will be waiting for the info
|
3/20/07 |
11 |
am |
|
|
|
|
x |
|
bridgette |
|
am |
3/20/2007 8:23:19 AM |
|
saccal |
mike |
70 |
KAY |
KOCH |
225 GREGORY RD |
WEST PALM BEACH |
FL |
33405 |
5615854085 |
Approved follow-up Call |
was jsut heding out for the day and said thqt nights would be better to reach her. |
3/20/07 |
11 |
am |
|
|
|
|
x |
|
kay |
|
pm |
3/20/2007 8:24:58 AM |
|
saccal |
mike |
77 |
Judy |
Lieberman |
8754 Egret Isle Ter |
Lake Worth |
FL |
|
5619644016 |
Approved follow-up Call |
Afternoons are best. she likes to go to bed early |
5/4/07 |
2 |
am |
|
|
|
|
x |
|
Judy |
afternoons |
pm |
5/4/2007 10:39:40 AM |
|
saccal |
mike |
73 |
CLAUDE |
MILLIEN |
7879 OLYMPIA DR |
WEST PALM BEACH |
FL |
33411 |
5616404568 |
Approved follow-up Call |
claude seemed a little bit rushed with his answers, not sure if he was just trying to get me off the phone.
|
4/20/07 |
415 |
pm |
|
|
|
|
x |
|
claude |
4 |
pm |
4/20/2007 1:17:09 PM |
|
saccal |
mike |
78 |
CYNTHIA |
MORGAN |
113 MADRID ST |
WEST PALM BEACH |
FL |
33411 |
5617922086 |
Approved follow-up Call |
cynthia seemed genuinely interested in the info "just give me time to look it over before you call e back"
|
4/20/07 |
415 |
pm |
|
|
|
|
x |
|
CYNTHIA |
5 |
pm |
4/20/2007 2:04:13 PM |
|
saccal |
mike |
67 |
RUDOLPH |
MOTTA |
2742 CLIPPER CIR |
WEST PALM BEACH |
FL |
33411 |
5617533916 |
Approved follow-up Call |
Rudy is a very careful guy. wanted to know whrer we got his name, how etc etc. |
4/24/07 |
3 |
pm |
|
|
|
|
x |
|
rudy |
5 |
pm |
4/24/2007 1:52:48 PM |
|
saccal |
mike |
72 |
SUSANA |
NAVIA |
3101 KINGSTON CT |
WEST PALM BEACH |
FL |
33409 |
5616874966 |
Approved follow-up Call |
sue was a pretty cool lady!. said mornings are tough to get a hold of her so try afternoons |
3/19/07 |
1000 |
am |
|
|
|
|
x |
|
sue |
|
am |
3/19/2007 8:43:38 AM |
|
saccal |
mike |
71 |
George |
Ogletree |
7708 Oakmont Dr |
Lake Worth |
FL |
|
5619656766 |
Approved follow-up Call |
saidhe has done some investing and might be interested in somoe more. Call after 5 |
4/24/07 |
3 |
pm |
|
|
|
|
x |
|
george |
5 |
pm |
4/24/2007 11:53:12 AM |
|
saccal |
mike |
75 |
Jean |
Redchuk |
7651 Brunson Cir |
Lake Worth |
FL |
|
5619656154 |
Approved follow-up Call |
a little crass and straightforward
|
5/16/07 |
6 |
pm |
|
|
|
|
x |
|
jean |
6 |
pm |
5/16/2007 2:56:18 PM |
|
saccal |
mike |
76 |
MICHAEL |
RUBIO |
106 LEXINGTON DR |
WEST PALM BEACH |
FL |
33411 |
5617910483 |
Approved follow-up Call |
was very rushed and said to just send the info and he would look at it when he had a chance 76
|
4/19/07 |
11 |
am |
|
|
|
|
x |
|
mike |
1130 |
am |
4/19/2007 9:08:22 AM |
|
saccal |
mike |
77 |
Celia |
Russ |
3872 Summer Chase Ct |
Lake Worth |
FL |
|
5614391640 |
Approved follow-up Call |
not the most interested woman ever but she did have enuff to agree to the info
|
5/9/07 |
3 |
pm |
|
|
|
|
x |
|
celia |
3 |
pm |
5/9/2007 12:04:39 PM |
|
saccal |
mike |
79 |
GLADYS |
SCHOOLCRAFT |
244 CYPRESS TRCE |
WEST PALM BEACH |
FL |
33411 |
5613836741 |
Approved follow-up Call |
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
|
4/19/07 |
11 |
am |
|
|
|
|
x |
|
GLADYS |
1130 |
am |
4/19/2007 9:08:57 AM |
|
saccal |
mike |
79 |
Clifford |
Schuler |
4673 Fountains Dr S |
Lake Worth |
FL |
|
5616413916 |
Approved follow-up Call |
Cliff was an all right guy. I enjoyed talking with him |
5/10/07 |
1 |
pm |
|
|
|
|
x |
|
cliff |
1 |
pm |
5/10/2007 10:32:18 AM |
|
saccal |
mike |
79 |
Jerry |
Shepard |
3138 Via Poinciana Apt 217 |
Lake Worth |
FL |
|
5619680349 |
Approved follow-up Call |
speak up a little bit. Says he used to really like investing but not so much as he got older |
5/4/07 |
2 |
am |
|
|
|
|
x |
|
jerry |
3 |
pm |
5/4/2007 10:40:50 AM |
|
saccal |
mike |
65 |
Robert |
Simon |
6768 10th Ave N Apt 101 |
Lake Worth |
FL |
|
5614321794 |
Approved follow-up Call |
was very accomodating and very nice
|
4/23/07 |
230 |
pm |
|
|
|
|
x |
|
robert |
230 |
pm |
4/23/2007 11:22:13 AM |
|
saccal |
rosalyn |
68 |
myrtle |
bryant |
11843 152nd St N |
jupiter |
FL |
33478 |
5617463884 |
Approved follow-up Call |
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. |
05/19/07 |
11:06 |
am |
|
|
|
|
|
|
myrtle bryant |
11:00 |
am |
5/19/2007 8:54:18 AM |
|
saccal |
rosalyn |
68 |
myrtle |
bryant |
11843 152nd St N |
jupiter |
FL |
33478 |
5617463884 |
Approved follow-up Call |
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. |
05/19/07 |
11:06 |
am |
|
|
|
|
|
|
myrtle bryant |
11:00 |
am |
5/19/2007 10:04:21 AM |
|
saccal |
Rosalyn |
77 |
harold |
myerson |
9390 Vercelli St |
Lake Worth |
FL |
|
5619638543 |
Approved follow-up Call |
Harold seemed to be a man of not a whole lot of words. More direct and to the point. |
05/04/07 |
5:09 |
pm |
|
|
|
|
|
|
harold myerson |
5:00 |
pm |
5/4/2007 2:12:41 PM |
|
saccal |
rosalyn |
74 |
bette |
sek |
8640 Via Avellino |
Lake Worth |
FL |
|
5619678012 |
Approved follow-up Call |
Listened to what I had to say and answered my questions. She seemed interested enough. |
05/07/07 |
7:15 |
pm |
|
|
|
|
|
|
bette sek |
7:00 |
pm |
5/7/2007 4:38:15 PM |
|
saccal |
rosalyn |
74 |
lionel |
wantoch |
5279 Fountains Dr S Apt 501 |
Lake Worth |
FL |
|
5616298322 |
Approved follow-up Call |
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. |
05/08/07 |
9:15 |
am |
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lionel wantoch |
4:30 |
pm |
5/8/2007 7:12:18 AM |
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saccal |
rosalyn |
64 |
thomas |
webster |
5170 Whitewood Cv S |
Lake Worth |
FL |
|
5619697187 |
Approved follow-up Call |
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. |
05/04/07 |
5:15 |
pm |
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thomas webster |
6:00 |
pm |
5/4/2007 2:20:10 PM |
|
SACCAL, D |
ROSALYN |
64 |
joseph |
emidy |
4698 Lucerne Lakes Blvd E Apt 203 |
Lake Worth |
Fl |
33467 |
5618684966 |
Approved follow-up Call |
Joseph was pretty easy going. However he did seem to be in kind of a rush to get off of the phone. |
05/16/07 |
7:07 |
pm |
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joseph emidy |
7:00 |
pm |
5/16/2007 4:11:11 PM |