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Great video by Dave talking about his largest FE sale and the fact he almost did not make the call because of his biased thinking..
Yeah... I had one of those... a ramshackle house that looked as it was about ready to fall in.. sparsely furnished but was clean. I presented United American med supp and even though I usually quoted an annual premium, I gave him a choice of monthly or quarterly. He asked me how much for a year and I thought, "yeah, right" but gave him a quote.. He said, "maw, go get him his money". She disappeared into the front of the house, we were at the kitchen table, and came back with a fistful of crisp $100 bills. Later I would go on to sell them burial plans and LTC... Also wrote 3 of his 4 daughter's families various coverages... one of them just had a claim on her 18 year old cancer policy.This is a great story and a good lesson. I used to take the leads that other agents were afraid to run. From the high end neighborhoods, to the poorest of the poor neighborhoods. Just because someone lives in a "rundown" house does not mean they don't have money sitting aside somewhere.
I went into one house years ago and you wouldn't have thought they had any money to eat that day, much less for a whole month! I walked out with 2 Med Supps, 1 LTC plan (on both), 2 FE polices, and a referral to their son who bought LTC and a UL. There was also a small annuity that I can't recall the numbers on. So, you never know!
I too am curious on the health of this woman and why Dave couldn't do one policy on her.
Great video by Dave talking about his largest FE sale and the fact he almost did not make the call because of his biased thinking..
Most want preneed if they sent the card in to just cover the funeral though.
I assume in this case she had some heath issues or Dave would have sold one large WL policy.
From the high end neighborhoods, to the poorest of the poor neighborhoods. Just because someone lives in a "rundown" house does not mean they don't have money sitting aside somewhere.