Clients

1. Dolgocheev

1.1. Vlad

1.1.1. Review group plan with Canada Life

1.1.1.1. Follow up e-mail

1.1.1.1.1. Follow up meeting

1.2. Jenn

1.2.1. Put together DI plan comp

2. Tom Little

2.1. Review LDA conversion options with Chad

3. Anne Marie Heenan

3.1. Discuss w/ Michael

3.1.1. send email highlighting group vs individual DI

4. Coleen Shier

4.1. LDA Plan

5. Alaa Ramadan

5.1. Take info from Mike Walkey and input to LDA

6. Andrew Boughner

6.1. Add to Prospects

7. Pellegirini

7.1. Add T20 switch options to LDA