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  • Fax: (250) 869-1452
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WHERE TO NEXT

Monday, June 28, 2010

No Life Insurance = No Options

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Most of you who have been following me for a while now know I am not much of an advocate of glossy marketing materials or premeditated sales presentations.  I am also not much of a supporter of hard "fear of loss" stories but I recently attended the MDRT meeting for financial advisors in Vancouver British Columbia, and was blessed to listen to a speaker by the name of Phil Richards - Scott's Perfect 2020 Vision.  He spoke of the story of his own son (Scott).  Capitan of the football team, good student, successful career in the financial advising business – Then, all of a sudden he was diagnosed with a serious terminal disease.  He had a large mortgage on a new house; he had a wife and 2 small children.  At age 30 he passed away and fortunately, he had made the” Special Choice” to obtain a decent size life insurance policy, which took care of the debt and also provided his family with the needed income to maintain their lifestyle - not to mention fund his children's education.   Please absolutely re-check your “to-do” list.

Dustin T Serviss - Kelowna Financial Advisor

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  • Office: (250) 869-1451
  • Fax: (250) 869-1452
  • #205-1180 Sunset Dr.
  • Kelowna, BC
  • V1Y 9W6