Strategic Account Plan Approval Request - IG Wealth Management

A Strategic Account Plan assignment request has been submitted for your app= roval. =E2=80=A2 Account Name: IG Wealth Management =E2=80=A2 Owner: Chris Brown =E2=80=A2 Priority Zip:=20 =E2=80=A2 Link to Account: https://homecareassistance.my.salesforce.com/001= UH00000eetd4 =E2=80=A2 Month and Year: October 2025 =E2=80=A2 Comments / Reason for SAP Designation: Chuck and I have already m= et with this referral account (Senior Financial Consultant). They are in ou= r building. He has referred to Chuck in the past. He says currently he has = 10 families with seniors over 80. The office as a whole has many more advis= ors that will also have seniors that need home care. To approve or reject this request, please click the following link: https://homecareassistance.my.salesforce.com/p/process/ProcessInstanceWorki= temWizardStageManager?id=3D04iUH000007zbUr Thank you, The Key Salesforce Team