Stories are at the heart of life insurance. We have all heard touching and tragic stories as it relates to life insurance. This story comes from an agent affiliated with our group. A client of his was buying a life insurance policy and had a need for $1,000,000. The client felt $500,000 would be adequate. After being educated on why the need was $1,000,000, the client proceeded forward with the $1,000,000 policy.
Five years later, the client passed away. When the family found the life insurance policy, they also found a note on the front page of the policy.
It read, “Only wanted $500,000 of life insurance, but (name) “the agent” showed me why I should have $1,000,000.”
When the agent showed up with the check for $1,000,000, the family embraced him as hero.