She said her name was Kathy and wanted to buy life insurance. I do sell Life insurance however I never get cold calls go my cell phone, she said she was referred by David Santina and she asked if Iwork full time of part time?
She said her name was Kathy and wanted to buy life insurance. I do sell Life insurance however I never get cold calls go my cell phone, she said she was referred by David Santina and she asked if I work full time of part time?
I received the same call but to my home phone number. Kathy left a voice mail message with this number to call her back. I am a Fee Only RIA and have no idea how or why Kathy would have called me...smells fishy!!! I won't be calling Kathy back...
I got a voice mail today from this number. Said her name was Kathy Panzerelli (??) and that she was traveling in the Indianapolis area and needed to talk to me about getting financial planning done. I have a fee only RIA, no idea who this person is or what she wants. Might be a recruiter/head hunter or something trying to get you to call back and discuss "opportunities" with other companies.