The Most Important Person In The Room
While he wasn't my very best friend, his friendship was,
nevertheless, important to me. For over 30 years, we had shared
food and drink, baseball games, our kids soccer events and much
laughter.
At his funeral, I stood at the back of the parlor hall and
watched dozens of his friends pay their last respects to his
family. There were many hugs, gentle kisses, warm handshakes
and, of course, a flood of tears. As all those people were
expressing their genuine condolences to the bereaved family, it
occurred to me that I was probably the most important person in
the room right then. Not in an arrogant or presumptuous sense...
but in a practical one.
You see, in addition to our friendship I was also his life
insurance agent. It wasn't easy because, like so many naive
individuals, he resisted each time I approached him about the
subject. Like many well-meaning, caring, loving husbands and
fathers... he didn't want to talk about it. Not for a long time
anyway. But, I didn't give up because I've witnessed dozens of
unexpected deaths that without the benefit of life insurance
would have devastated families and businesses.
Because I cared so much for him and his family, I pursued until
finally - at long last - the $1,000,000 policy was put into
effect. And so... there I was in the back of the room. And, when
it was my turn to gently kiss his grieving spouse and warmly hug
his kids, I didn't just express my sorrow... I reminded them
that in a matter of days a great deal of money was going to be
available for them to secure their lifestyle for the rest of
their lives.
The power of life insurance is truly awesome! What a shame most
people don't understand or appreciate its value. And what a
bigger shame it is for these same naive people to make fun of or
even ridicule life insurance agents. The reality of death cannot
be denied. Yet, under normal circumstances the prediction of any
one particular death is impossible. This is why life insurance
is based on the principle of large numbers. There is a science
of prediction based on the similarity of statistically large
groups of people. Without this ability to predict the larger
scale version of death, it would be impossible to buy a life
insurance policy for a reasonable price. And yet, our individual
deaths will undeniably and irrevocably occur.
For most of us, the death of a loved one or a business partner
is cause for financial concern. Either the loss of family income
is potentially devastating or the intrinsic commercial value is
almost impossible to replace. In most instances, the tax-free
death proceeds from a life insurance policy can greatly reduce
the financial pain and, perhaps, even remove it completely. Life
insurance is the most misunderstood financial asset anyone could
own. Yet, it should be the cornerstone of every financial plan.
Without the tax-free proceeds of a life insurance policy most
financial plans will crumble in only a matter of time.
This article will not venture into the turf of product types.
We'll save the classic "buy term and invest the difference"
argument for a later presentation. In the meantime, I'll leave
you with this thought. I have delivered in excess of 15 million
dollars of tax-free life insurance proceeds over the past 25
years. Children have completed their education because of
this... mortgages have been paid off because of this...
businesses with hundreds of employees have survived because of
this. At no time ... ever ... did anyone who accepted their
tax-free check ask me what type of policy it came from. They
simply didn't care... and why should they? The death proceeds
from a life insurance policy is the greatest gift anyone could
leave to a loved one.
So, the next time a life insurance agent wants to discuss life
insurance with you... for heavens sake listen up! That agent
could become the most important person in the room when your
loved ones are grieving your demise. Make sure that agent can
deliver what your family is going to need the most because you
can no longer provide it for them