Success Story of the Month

[spacer height=”02px”]

By David S. Edge and Kris Sollenberger

[spacer height=”03px”]

Richard had everything going for him, great wife and kids, terrific job that he was really good at, and his customer’s loved him. He even had his son playing golf with him so they could enjoy some dad and son time once a week. He was the assistant coach with his daughter’s soccer team and had this great connection with his children through sports. Good solid family man, great job, financially stable, what else could there be?

[spacer height=”03px”]

Then the unexpected happened. Richard, Mr. Sportsman who got plenty of exercise, had a heart attack.

[spacer height=”03px”]

At first he simply could not believe it had happened to him. “I eat right and get plenty of exercise, what the heck happened?” While having a quiet moment with his wife of 16 years, Richard begins to examine his life, and more importantly, his fears of what would life had been for his family had he not survived?

[spacer height=”05px”]

“I eat right and get plenty of exercise, what the heck happened?”

[spacer height=”05px”]

He vowed right then that he would not put it off any longer and would review his financial retirement plans as well as disability and long-term care options as soon as he got out of the hospital. After making a few calls and getting recommendations from trusted friends… he then called us.

[spacer height=”03px”]

At the meeting he made it clear that he wanted his family taken care of no matter what happens. As we began the process of reviewing his options, he made an observation that he felt like a student in a classroom getting private tutoring  on the various ways to protect his family financially. Our team made sure he understood that every client we deal with gets an education on all areas of solutions, so that you the client make the decision on what you want to do based on facts.

[spacer height=”03px”]

Richard was amazed at how affordable some of the coverage he wanted was going to cost. He kept making the comment “that’s reasonable” and “I had no idea I could do that”. There is more than one way to obtain coverage for a myriad of life events. No matter what gets thrown in your path.

[spacer height=”03px”]

Life insurance that pays out tax-free to your dependents is just one of your options. Short-term disability to help with the bills while you’re injured, or even a small burial policy that insures you’re not a burden to your family for funeral expenses.

[spacer height=”03px”]

By the time we were finished, Richard was not only educated about his options but had a firm idea of which of those options he wanted for his specific situation.

[spacer height=”03px”]

Are you still not sure about what would happen
to your loved ones if something happens to you?
Call us, we’re here to help!