To all my friends and family,
As you all know, I have been fulfilling my dream as a financial advisor. A dream that I've had for several previous years and have been blessed with the opportunity for it last year. Sadly, however, my dream will be coming to an end if I cannot keep my foot in the door. The choice to become a financial advisor was a journey I knew would be rough, but also a journey that happened at the same time as the economic fall. It's been a rough year trying to help people see the benefits of the products I offer and the service I provide, protecting not only them and their lifestyle, but their loved ones as well. Many people just aren't willing to take the time to see and evaluate what could happen if tomorrow never came, or a sudden disability caused a job loss, or the value of putting towards a retirement. For many, they believe tomorrow will come, or "it won't happen to me". Sadly, this is not the case and I've seen many people struggle and hurt from this point of view and the consequences it brought. Others state "I get insurance through my company, why would I want to pay a bit more to get it through yours?". Well have you ever read the fine print on your companies' policy? What happens if you are laid off or switch jobs? What happens if you become disabled? Do you know what your policy through your work can offer? Basically – nothing. If you are laid off, switch jobs or simply quit, you lose your policy and ALL the money that went into that account is no longer in your hands put is put back into the company's shareholders. So what do you get? Nothing.
Having an outside company handle your insurance guarantees your policy to stay put no matter where you go. So you never lose out on the money you invested. What about disability? What happens if you sprain a tendon, break your arm or are unable to walk because of a herniated disc? What will your policy through your company do? Nothing. Most companies only offer disability if you dismember a part of your body. (read the fine print!) NOT if a simple disability puts you out. And disability from the state? Though it's something, will quickly disappear once you find a new job. This is where I come in. Not only will the services I provide quickly get you out of the stresses of a financial bind, but will ensure you and your family that you are covered for life. Can no longer use your hand in your current job but can work doing something else? Not only would a disability policy through my company cover the time you are out of work, but will continue to pay out even if you find a new job. Don't believe me? Ask me about the doctor.
Basically my point is this: I chose a career to help benefit people, their families and ensure the peace of mind incase anything devastating happens. But many people, friends, and family as well as strangers, have quickly shut the door in my face because they believe tomorrow will come, that they will never be hurt on the job, are not in need of my services or simply can't afford it. They are also worried of investing their money into any retirement accounts, trusts funds for their children, and etc. The big "I can't afford it" is the ONE thing that holds them back. But what if you can? Would you be more willing to have the peace of mind of that your financial needs are safe and secure if you just gave a few minutes to listen to what I can bring to the table?
If you fall into any of the following categories, I just ask that you please give me a call and I will be more than willing to meet with you anytime, anywhere, to discuss any financial needs, no obligations, no pressure and with a fully trustworthy answer. I will be more than happy to look over your current policy(ies) and read the fine print and explain what it really means. If I think your policy is better than mine, I will tell you. But I can guarantee that most of them are not, especially if they are through the company you work for. I can give you a better rate, better service, and a better product to ensure your peace of mind. So if you are a parent, a wife, a husband, a business owner (talk to me about insurance policies for your employees!), wanting or willing to roll over a 401k, an IRA, needing or interested in an estate trust (I have a great referral), life insurance, disability insurance, an employee of any company who may have a policy but is willing to let me look over and see what I can offer you, or even if you are someone who currently holds a policy with another company – I ask you that you please grant me the opportunity to fulfill my dream as a financial advisor and see what I can offer you, your family and your peace of mind. My company offers better service then State farm, prudential, common wealth, and all of the smaller companies that work only through employers.
This isn't a plea bargain, but more of asking of help of opening of eyes, and a way for me to still hold onto and continue my dream.
If you know anybody that is a business owner, a parent, a friend, a co worker, anyone that has even the slightest interest or even may not have any idea what the benefits of the products I offer can do but are willing to just listen, please, I ask that you pass my name and number to them. I will meet you/them anytime and anywhere.
If you think you can't afford it, I ask that you give me a chance to see that the products I offer are very affordable.
Think about your life and the life of your family. A simple policy can do wonders for you and them.
