I sometimes (almost all of the time) get locked in my own little world in my office. Not being an “across the dinner table” kind of life insurance agent I don’t get to meet a lot of people face to face. A little unpractical anyway when you have clients in all 50 states. But yesterday was a rare treat. I got to meet with a client and a potential client at their office in Longmont, CO about 3 hours from where I live.
I was interested in meeting these two because of what they do. They are estate planning attorneys. They’ve been partners in their firm for about two years now and while they initially sought me out to help with life insurance needs of their own, I quickly found out that their was some definite depth to their knowledge on estate and asset protection. They were able to help me address questions that a client of mine had and like I always try to do, I turned around and shared my new found knowledge with anyone that wants to read it.
I was impressed with the thought that has gone into their business model. Like me, they have decided that trying to be all things to all people is not as important as being the best possible person for some people. Like me, they would rather refer someone to the right person than drag them through my learning curve just so I can make a buck. They seem to truly believe that service is the base of any good business.
Anyway, without getting too gushy, I believe they are genuine and conscientious and the success of their practice speaks to the quality of work they do. Estate or asset protection problems? Clear Wind Law.
Bottom line. I can’t even begin to count the number of times I’ve discussed how bad advice can ruin an attempt at getting life insurance protection at an affordable price. Wrong Agent! Wrong Company! The same goes for estate protection. While I can provide life insurance designed to help an estate defray taxes, that should always be the second step after a good plan is in place, a plan that will stand the test of time and if need be, a test in a court of law.