My Experience with a Challenging Client

I had a client who consistently failed to pay their monthly premiums on time. Despite my reminders, they ignored the deadlines, putting their benefits at risk.


I shared a cautionary tale: another client had passed away during the contestability period after reinstating their plan. Unfortunately, their beneficiaries received no benefits due to delayed payments.


I emphasized the importance of timely payments:


As a responsible plan holder, it's crucial to pay premiums on schedule. Don't assume you can pay whenever you want; that's not how it works.


I encouraged my client to:


Understand the plan's terms and conditions. Make timely payments to avoid issues when you need the plan most. Think about your family's well-being, why you initially invested in the plan.


Let's prioritize responsible planning and avoid potential problems.


Moral of the Story


Stay on top of your due dates to ensure your beneficiaries receive the benefits they deserve.


How do you manage timely payments? Share your experiences and tips!


Stay Informed, Secure Your Future!


Follow my page to learn about the importance of memorial plans and how they can benefit you and your loved ones.


Get Exclusive Updates On:


- Memorial plan benefits and advantages

- How to secure your family's financial future

- Tips on choosing the right plan for you

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Ready to Get Your Plan?


Direct Message (DM) me for personalized assistance. I'm Gerard Jude Orbace, St. Peter Servicing Agent (GERA6784), serving clients nationwide and abroad.


Let's Start Your Plan Today!


#MemorialPlan #FinancialSecurity #FamilyProtection #StPeter #ServicingAgent #GerardJudeOrbase #GERA6784

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