Behind Every Client Is a Story

Behind Every Client Is a Story

I recently met with a husband and wife about their long-term care policies. I wasn’t there to make a sale, just to assist them in reviewing a recent rate increase. The insurance agent who referred the couple provided me with the husband’s date of birth—at first I thought it must be a typo, but no, the … Read more

2 Life Insurance Stories With Opposite Outcomes

In our business we hear many stories. Stories about businesses, and stories about families. Often we tell stories. Here are two similar life insurance stories with very different endings. Recently, one of my clients passed away. Since then, I have been assisting the family to file a death claim on a term policy that we … Read more