History

Note Title Client Type Status Duration Date
Client Meeting with Jeff Shirey – Prudential Alliance Account Review
Jeff Shirey
 Meeting Complete 03:58
Dec 12, 2025
03:30 PM
Email Recap with Jeff Shirey - Prudential Alliance Account Review
Jeff Shirey
 Email Complete 03:58
Dec 12, 2025
03:30 PM
Email Recap with Chris - Change of Agent for Variable Annuity
Chris
 Email Complete 18:45
Dec 11, 2025
11:30 PM