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Reaching Year End Goals





Rachel Liscombe
Case Manager

Every year we each make goals for ourselves to reach our year end numbers. It is important to submit delivery requirements by the end of the year so your case can make the cutoff off for 2017.

One way you can do this would be to make sure you have the correct delivery expiration date. If you do not know, you can ask one of the case managers and we would be happy to help.

Each carrier sends out an email stating the deadline date for year end. We could send you the attachment if you think your case is close meeting the deadline. Please send the delivery requirements to us so we can forward them to the carriers. If you want to send the delivery requirements direct, please send us copies. If the client is not sure about the offer, a FHC PRE Form can be submitted and we can shop the case.

RACHEL LISCOMBE  |  CASE MANAGER   636.695.2831  RLISCOMBE@FIRSTHEARTLAND.COM

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