At the time, I was working at a Big Name Bank as a Licensed Banker. As part of my role at the Bank, I often interacted with clients who were dealing with the financial effects of the loss of a loved one. Such was the case now.
“I am so mad at him! I try to just be the normal grieving widow, but he left me with such a mess!”
She began to tell her story. Her husband had made all of the financial decisions in the marriage, and she openly professed to be inept with money (her words). She had talked to him about getting Life Insurance, and he had made all of the decisions without any input from her.
Unfortunately, her husband DID pass. The policy he had purchased was small, and worst of all, access to the funds was only given to her upon his death. His long illness had already been a strain on their finances, but now she had to make all of the financial decisions without his help!
Now, as an experienced Life Insurance Agent, I find myself thinking about her and reliving the expression on her face!
It really doesn't have to be this way.
What if your family had access to a product that would give you access to the face value of the policy BEFORE you die?
What if you could sit down with your spouse, and make all of the decisions together – as a TEAM?
What if you could decide what to do with the house and the cars, how to continue to raise the kids, and how to pay off any debt BEFORE the grief and loss of a loved one enters the picture?
You see, as an Agent, I'm proud to offer products that aren't just “death benefits,” but are Quality of Life benefits as well!
If this is something you are interested in, watch this video, then get back to me!
Your family’s Ultimate Advocate,