Knights of Columbus Insurance:
Your Shield for
Life.
Have
Things Changed?
THOMAS
P. SMITH JR.
EXECUTIVE
VICE PRESIDENT
(AGENCIES AND MARKETING)
| H
ave things changed in your life? From a financial standpoint, I
mean. Mentally, we all have to be just a bit more on edge than we
were before all the craziness. We were rolling along pretty well
there for a while until the wheels started to come off. I'm not sure
that it's something we can recover from, mentally, any time soon. I
heard an economist sum it up this way: what was isn't, and what
wasn't is. True. Lots of things changed for me - except my permanent life insurance from the Knights of Columbus. Premiums are still the same, still pays dividends, and the value goes up and up and up. That's more than just a shameless plug for my favorite financial product in the world (whole life insurance). It gets me to my point. |
If things have changed in your financial world, it might be a good idea to discuss those changes with your Knights of Columbus agent. If you have spent time with him in the past, it is important that you get together and review all of the information you shared last time. Since some important information may be different, he needs to update the plan you both worked on and see if everything is still appropriate for your needs. | If there has not yet been a "sit down" with your local agent, now would be an appropriate time. We have access to a professional analysis of your financial situation called "Forecaster." Some of our competitors can charge up to $100 just for the privilege of coming out to your home and providing this service. We do it for free. It takes some time, of course (probably about an hour), and I know that your time is valuable. But there is no out-of-pocket cost for the analysis. You and the agent go through a worksheet that resides on our laptop computers, he lets the program do its thing, and at the end of the process, we provide you with a comprehensive report on your financial picture as of today. My guess: You'll be surprised when you see it all in print in one report. It may be a pleasant surprise, and that's good for everyone, or it may reveal something else, and we can help sort that out. | Get ahead of the changes that have taken place in your life. ... When we call, let us in. Or better yet, call us. We'll be happy to come out and see you. |