The grass isn’t always greener…
John and Nancy had a long-term client relationship with Gary of LIFE-TIME Financial, with regular reviews to keep pace with their changing lifestyle. An acquaintance of theirs (Robert) was a financial adviser and asked John and Nancy if he could review their insurance cover. As a result, John and Nancy decided to cancel their cover with LIFE-TIME Financial and initiate a new policy based on Robert’s recommendation.
As is part of the process when cancelling an existing policy, Gary received word that his long-standing clients were about to cancel their policy. Following up with them, Gary suggested a no obligation LIFE-TIME Insurance Audit, including a comparison between the two policies. This unique audit process involves two sources of purchased independent research, based upon sound and un-biased information.
The results of the independent audit clearly showed that LIFE-TIME Financial’s solution was a much better deal than Robert’s proposal and was better aligned with John and Nancy’s current (and future) needs.
Not too long after this incident:
- John was diagnosed with cancer and needed immediate treatment.
- John received an immediate lump sum payment with their trauma cover, (something they would not have received had they proceeded with Robert’s suggestion).
- They both felt a huge sense of relief as they are much better off financially due to the insurance coverage recommended by LIFE-TIME Financial.
John and Nancy were thrilled with LIFE-TIME Financial and Gary’s approach; he had their best interests at heart and they have continued to recommend him to their family and friends.