3 Mark Salt Lake | Simplifying the Life Brokerage Experience for Independent Advisors

  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires
  • About Us
    • Our Team
    • Contact Us
    • Privacy Policy
  • Blog
  • Quotes
  • Forms
  • Marketing
  • Case Status
  • Pre-Underwriting
    • ShopACase.com
    • Pre-Underwriting Questionnaires

3 Mark Salt lake

experiences you shouldn't shy away from.

8/29/2019

0 Comments

 
​One night I was talking to a friend who shared about his father who went to the army at the age of 19. His dad didn’t like the army and hated every moment of it. 
 
Ironically, his father talks about his experience in the army more than anything else. He even added that several of his dad’s good friends all came from the army.
 
I know that we all have unpleasant experiences in life. These may be tough times but these experiences are the ones that we learn from the most. 
 
One of the toughest experiences in my career occurred 15 years ago. My client was a wealthy 65-year-old, who had the tendency to be easily agitated and upset. We put in place a life insurance contract for him. 
 
When I gave him the policy he said, “Thanks, give me a couple of days to review the policy and I will get back to you.”
 
Guess what? He actually did read the entire document! All 50 pages of it. He was very meticulous and he spotted things that needed revision. 
 
We then spent the next 45 days working with the insurance company to get some things corrected. It was crazy and I was extremely stressed out trying to keep the client happy. 
 
Slowly but surely, we got everything worked out with the insurance company. I learned so much from this experience, particularly in the area of client handling. Fast forward to today, my client and I are now really good friends! The trust level between us is at an all-time high.  
 
I didn’t like the experience and even dreaded having to talk to the client while I was in the middle of it.  But boy did it teach me a lot. 
 
Had I shied away from the challenge, I wouldn’t have learned valuable business and life lessons. Plus, I would’ve missed out on the great friendship I have with my client today! 
 
Cheers,
Justin
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.