This time of year many children are leaving their homes to adventure into the next chapter of their lives as college students. I, myself am experiencing this for the first time with the departure of my daughter to University. Yet, what is simply amazing to me is how vividly I recall 18 years ago her amazing birth and entry into this world and how now the time has gone by. It left me in thought and realization how this one monumental life event relates to the business each and everyone of us do every day.
Insurance is one thing, ONLY ONE THING, protection and preparation for life’s events both known and unknown. The relationships you build with your clients cannot be accomplished through a (800)# relationship or a website based platform and thus you play a vital role in the Life Events of your clients….if you choose to. I think about daily about my Insurance portfolio from being in the Industry, Auto Insurance, Home Insurance, Umbrella Insurance, Business Liability, Workers Compensation, Health Insurance, Life Insurance, Commercial Umbrella, Disability Insurance, Supplemental Insurance…what an exhaustive list. And yet, all of the products don’t matter WHAT MATTERS is that when I lay my head down at night I sleep with peace that the unknown is protected should it occur. I was left thinking though today as I am living through the college experience and entry of my daughter into this world, I prepared well for the unknown BUT how well did I prepare for the known? I have always know that I want my children to attend a college or university if they choose yet I spent the least amount of time in preparing for that College Education planning as I did my Insurance planning. Are you doing the same for your clients?
THOUGHTS TO PONDER TODAY: Are you truly valued and understand as a professional in your Industry? Are you looking out for your best interests or your clients best interests? Do you know what your clients wishes are for their children’s future? Have you only addressed the protection of the unknown and failed to prepare for the known (college, future weddings, retirements)? Think of the call center, website competitor do they have the relationship you do with your clients? Are you fostering an advanced relationship every day with those clients? When is the last time you brought up College planning with your clients? When is the last time you reviewed your own children’s College plans?
John Lucero, is a successful business owner with over 20 years of experience in multi-line insurance agency operations for several major National Brands. With an expertise in Recruiting, Educating, Coaching, Developing and Product Knowledge, his passion and drive to ELEVATE Insurance Agencies to higher levels of success is what keeps him inspired about the future and motivated about making a difference.
