As a mother of 3 and a grandmother of 8 children, including 2 with autism, I know the importance of a close family. I’m not sure how we would have been able to get through all the trials and tribulations we’ve had to deal with over the past years, if we weren’t supporting each other.
I entered the insurance industry in 1990. From then until 2012, I helped my company’s agents in the field by properly taking care of their client relationships. Not only did I enjoy supporting clients in their problems, some of them even became good friends of mine throughout the process. My colleagues were also a great source of friendship and I feel extremely grateful for all the wonderful relationships I have developed over the years. It became obvious to me that supporting people was my calling.
In 2012, I left the company with my co-worker Dennis and we became partners to form an online Final Expense Insurance Agency. As my trainer and mentor, Dennis instilled in me the values that our company stands for, and I couldn’t support them more. We will always be loyal to our customers, never to an insurance company. We keep our clients at the heart of what we do, and will support them as much as we can to ease future burdens their families might face.
Not very many agencies have excelled in the telesales and online insurance market, but we believed that to properly service your clients today it was the way to go. After so many years of selling in the field, Dennis felt more and more that he was intruding in his clients’ lives. It is not easy to sit down and talk finances for an hour or two at the end of people’s busy day. We find it so much easier to work over the phone and internet, where our clients have access to us 24 hours a day, 7 days a week. When a client is ready to consider a plan, he or she can just grab a cup of coffee and we will work with them until we find the company and policy that is best suited for their situation.
"We will always be loyal to our customers, never to an insurance company."
My goal every morning, when I sit down to my desk is not only to support my clients at 100%, it is also to make a friend. It could be the first or 100th person I call that day, but when I do make a friend they are a friend for life. I can’t express what a great feeling that is. They call me on my cell phone whenever they need something, or just to chat. I love it. As the top-of-the-chart salesman for several of the companies that we represent, and the #1 telesales agent for the largest writers of final expense in the country, we have proven that our system works. It shows that doing the right thing for people not only brings you long-lasting friendships, you can make a living out of it at the same time.
In 2016, I was diagnosed with breast cancer and subsequently had to have both removed. After a year of chemo treatments that almost ended my life on several occasions, and another 6 months of radiation, I am happy to say that I am back and ready to pick up right where I left off. I can’t say how thankful I am to my family, friends, business associates and all my wonderful clients that supported me every step of the way. I am fortunate to have completed my end of life plan and bought the insurance to cover my health before I got sick. I have always been there for my family. They are my life. I surely don’t want to drop the ball at the end.
I am at my desk every weekday, and available by email and cell to our customers 24/7. If a client needs help using our free resources and planning tools, or has personal concerns about final expense funding due to health or other issues, I am here to listen. I love my job. During my workday, I’m a licensed insurance agent, a personal shopper, and at times I’m just chatting with a new or cherished friend. What is not to love.
End of Life planning with Advanced Senior Advisors LLC's My Parting Gift.
Our loyalty is first and foremost to our clients and their families, never to a particular insurance company.
The s ASA Planning tool is a free tool created for anyone who is interested in end of life planning or financing or documenting their final wishes.
For more information please contact us today.