A True Life Insurance Agent Story
This is a true-life insurance agent story. Enrique Torres had a very similar situation happen to him in his career. Events and information have been changed for the privacy of the individuals.
A story of family
I’ve been asked to share one of my true life stories that I experienced in my career as a family life insurance agent. I’m changing the names and the circumstances a little bit.
Insurance Agent Meeting
I once got a phone call from someone, a husband, if you will. I visited with them at his home, and he already had some coverage at work, but he was concerned about having a little bit more. They had two fairly young children and another child on the way. His career was going great, and this person was in their mid to late thirties. Both of them were pretty proactive about their lifestyle. They were making the right financial decisions and wanted to guarantee they had enough coverage for their family.
I sat down with them and did a needs analysis. We came up with a number, based on their wishes, that would take care of their family should anything happen. We got everything done. As an insurance agent, we got the application in place and the policy in place. Everybody was on board.
The Phone call
About a year and a half later, I got a phone call from the applicant’s spouse. She was letting me know that her husband had just passed away. He passed away unexpectedly. She had just gotten home from the hospital. Her husband instructed her to give me a call if anything should happen to him. I followed up with them, and everything concerning their policy was as we established it. In this case, the life insurance paid for their house in full and the kids’ college education. Neither the husband nor wife were from their current region. She wanted to be around her family, so she moved back to be with them.
She was able to take care of all that because of what she and her husband decided to do. They gave me a call and took care of their family. Someone asked me why I was selling life insurance. It’s because I know firsthand how much of an impact this has on someone’s life and someone’s family. Just know that you can protect your family with a simple call. Think about what would happen financially to your family if your income was no longer a part of the equation. Would they be able to afford that wonderful house? Pay for college? The car?
Life Insurance Questions?
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