- 18,989
It's life insurance for pete's sake, not a policy where you will need to service it a couple of times per year like a med. supp., or major medical, etc.
Take the woman's $1000.00, stick it in your pocket, and move on with life. Heck. if your ego is too big to take the $1000, sell the policy and give the money to a needy family. Preferrably mine, since I am a failure and getting ready to get a job at McDonalds soon, I'll need it...HA-HA
Do you and your family need the money? What's more important, making a point, or feeding you and your family? The guys who are saying PASS, have built a book of business where they can afford to PASS.
Yes, I can afford to pass on a client like this now, but, I also would have, and did, pass on clients like that when I really needed the money.
Each person has to make these decisions on their own and their own tolerance. It wouldn't be wrong to take the case, it's just not what I would do. He op asked "what would you do?".
BTW, he said she came back with interest in "another Insurance product". How do you know it's also life insurance?