Jamie Wheeler

Jamie Wheeler

Health Insurance

Member

Endorsement Letters I've Received

Financial Services | Insurance

Health Insurance

MedSupp Plans

Medicare Advantage Plans

PDP's

Small Business Health Insurance

Life Insurance

Disability Insurance

Health Insurance

LTC plans

Filing Cabinet

,

Company

Members I've Invited

Tom Boyd

Tom Boyd

Sponsorship

While assisting my client Lisa in understanding the different parts of Medicare and the best ways to take advantage of it per her individual lifestyle and needs, she talked about the importance of health and the negative mental impact COVID has left on her and those she serves full-time at her independent living senior community. Her ability to fulfill her positive leadership role in keeping others active and engaged was tired and burned-out.

Therefore, I mentioned the name of a fellow PowerCore Mary Kay consultant that offers free facials and spa-like events that can be done remotely or in-person. Lisa lit-up upon learning about this opportunity in hosting relaxing, self-care events for her 150+ resident population. I also got the contact information of the department's organized assistant and contacted her directly, which led to an opportunity to assist her brother with his COBRA insurance. Lastly, a friendly, engaging email with their contact information was sent to formally introduce them, as promised.

Supporting my client personally and professionally by connecting her with a fellow PowerCore member that also offers pampering opportunities to lift disheartened individuals' spirits is a win-win-win!

Jamie Wheeler

678-910-0269

Jamie@Bogrowinsurance.com

Referral Trigger Response

East Cobb Team

Joined on 01/05/2021

Team

GateOpener Workshop 07/19/2021
GateOpener Workshop 03/15/2021
Best Client Workshop 02/15/2021
InfoMinute Seminar 02/15/2021
Orientation Essentials 01/18/2021

Development

Endorsement Letters I've Given