Posted by: JoeDeBonis | January 21, 2021

Meeting Summary — 1/21/2021

At today’s meeting, Sailesh Mehta gave a presentation on life insurance. Visiting today was Tom O’Toole. Ivan opened the meeting by talking about the reason that we show up at BOB.

Joe had a one-to-one with Pat and thanked Milt. Sam thanked Milt for referring a CPA to him. Gabrielle thanked Ken for getting her to closing so she could get solar on her roof. Ivan thanked Tom for getting an insurance policy for a contact; he also thanked Anthony for refinancing a client. Anthony thanked Ivan for his help with a transaction.


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