I always laugh a little when I call a fairly new potential customer and someone else answers. When I asked to speak to the customer they will often turn and say, “it’s that insurance guy.”
I can tell you that when a life insurance agent does most of their business over the phone, until the customer knows you and knows your telephone number (thanks to caller id), we are stuck somewhere between that insurance guy and just another telemarketer. You need to know that I have never called on anyone that did not solicit a life insurance quote and provide their phone number. I am also somewhat amused that people are occasionally miffed when you call about their inquiry, when they made the inquiry and they supplied their phone number.
Fortunately, once professionalism and expertise is shown and trust is built, an agent can actually be elevated to friend, adviser, even financial professional.
Bottom line. “That insurance guy” is an OK place to start. I love this business. I love the opportunity to provide real protection from the unknown for families. I am humbled when clients put their trust in my opinion and abilities.
This post is somewhat dated. Life insurance underwriting is changing and evolving continually. For more updated information check out some of the key word links. If you have a specific question or topic you need information for do a search. If you don’t find the answers you need contact me and we’ll make sure you get the information that is important to you.