Recently, our entire team was reminded of just how significant the legacy piece of our work is. Our focus is most often on the living benefit of these whole life policies, the cash value. But every so often we get somber news that brings a whole new reality to what we do and the impact we make.

Bad news turned “better’

One of our amazing clients, Jerry, gave some heartbreaking news that his mother passed away. He shared how life altering it can be to lose someone you love, but he also thanked my team. At a time like this, it’s hard to imagine what he could’ve been thankful to us for. And then he explained:

This is a difficult time, but it has been somewhat eased because I know I don’t have to bear the financial burden as well. In addition, I now have the added value of generational wealth because the Graduation benefit from my Mother’s policy will never leave my family banking system.”

That’s so powerful. To see our life’s work come full circle and provide even a shadow of comfort through such loss. I’m truly grateful and honored to do what I do and help all of you every single day. And I know every one of the mentors on my team feels the same way.

No one gets out alive.

The best we can do is make our mark when we’re here and provide a legacy to those whom we love and leave behind in this world.

Jerry, we are so sorry for your loss. We are so thankful for you. And we are beyond grateful to have the opportunity to help you through some of these toughest moments. Even if only a little. 

If by reading this, you’ve decided it’s time to secure your own legacy, please watch this video: Then, give us a call at 386-456-9335 or email us at [email protected] where we can talk about your questions and get you started on the path to being your own bank.