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Feb 5, 2024 17 min

Back To Basics- Learning The Differences

from Mommy Money Matters Hosted by Alma Espericueta

This episode is focused on going back and re-learning the difference between life insurance products and finding out which one is better suited for your family’s needs. Very often I get asked, “Why should I have more than one product in place?” My response, “That’s a great question.” Because it is!! As a licensed professional it is my duty to explain the differences and let my clients decide for themselves. When I come across a client who is adamant about purchasing one particular product I don’t try to convince them of why they shouldn’t purchase it. What I do instead is ask my client, “Why do you want that specific product? What do you know about the product?” And let them explain. You see sometimes, they don’t know what they don’t know. It is my responsibility to assess how much they understand about the products being discussed to be able to move forward. Once we do that, then we can continue with our conversation. It is highly imperative that we as consumers do our due diligence when it comes to financial matters. Don’t you agree?? Feel free to share this episode with friends and family who are looking into purchasing life insurance. Have any questions? Find us on SM and ask away!

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Back To Basics- Learning The Differences

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This episode is 17 minutes long.

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This episode was published on February 5, 2024.

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