Did I Do A Good Job?When we are put to the test
Giving Hope To A Mourning Family
My cell rang at a late hour the other night. I didn’t answer because I didn’t recognize the number. A voicemail was left and I listened. A male identified himself in a tearful voice to inform me that a client of mine had died. This hit me hard because the client was a good friend. I remember my presentation to him and how we arrived at the amount of coverage. I remember discussing the health issues discovered in his exam and the decision he had to make when he was approved table 4 thus doubling his monthly premium. “What do u think?” he asked. I pointed to the beneficiary, his wife of 25 years. “How important is she?” I said. He accepted the policy. Last year he called me. His wife had died after 35 years of marriage. I handled her 401k and he needed advice on the leftover distribution. On doing this I pointed out the need to change beneficiaries on his policy. He changed it to his 3 children. These 3 will receive the amount evenly split 3 ways which is a financial blessing to them because he had gone through all savings in retirement. He was renting. This policy was his lifeline to them.
This isn’t a new story for me. I’ve been a life agent since 1974 selling life insurance every chance I could. I sold people in their 30’s, 40’s and 50’s and up. They’re now in their 70’s and 80’s and many have passed on. The dominant question in my mind every time I handle these calls and claims is “Did I do a good job for him/her?” “Did I keep in touch?” “Did I advise them correctly?” Or “did I just make a sale and move on?”
These people/clients made me a good living; provided me and my family with a career. I’m thankful for them. My return is looking at the faces of the beneficiaries when I inform them that their loved one cared for them and wanted to leave them with Love and just a little bit more.
We in the life industry are performing great works. Be proud. Let’s make them better.
Founder - Pegasus Group of Companies
JD Moya has been in the insurance industry for over 46 years. Starting out selling door-to-door he quickly outpaced all agents in his region selling over 500 policies in his first year. With the remarkable success he experienced he quickly realized the impact he could have with other agents and increasing their sales as well. Pegasus was founded in 1992 and has been a leader in the Hispanic market ever since.