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It is a Grave Reminder

February 11, 2017


It was a happenstance meeting.  One person among many who provided their contact information.  An indication that they would like a follow-up contact regarding financial planning .  On average, it was as likely that the request would be forgotten or reconsidered quickly.  However, as life would have it, unexpected circumstances prevailed and the incidental request became urgent. 


Within the following week news came of the death of a loved one.   It was unexpected, shocking and life altering.  Life would never be the same.  The heartache of the death was only compounded by the discovery that there was no advance financial planning.  The costs of the funeral was inconsequential to the issue of the family's loss of income and the  financial crisis they were facing.


A call was made with no awareness of the trauma that the lady has experienced just days earlier. The lady answered the call with a nervous voice said " I am so glad to hear from you" and in less than a minute an appointment was set for another call after work.  The next call was simple, quick and decisive.  This middle age mother did not want what happened to her friends to happen to her family.  She wanted to prepare financially for her inevitable death and to do so while she has the maximum potential of her age and health.  Her application was completed and submitted.  The seriousness of her concerns was replaced with excitement about assets that "living benefits" in the new policy could provide her, if needed. 


The happenstance meeting had profound consequences.  But who knows how this story might have ended if it had not been for a grave reminder.

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