Let me tell you why the sale is secondary. I’ve been in this business for a long time and we are known as an entrepreneurial organization, we are known as a sales organization because we place life insurance policies, products, and investment products. We place all these products and you would think that’s how we get paid. Our number one motivation in life would be to be the best sales organization we can be and that is so true, but it’s secondary.
The sale is secondary because although nothing happens from a real sense until a sale is made, there are even more important things than the sale. Things like understanding why you need the products and services that we provide. Understanding what it is that you’re buying. Understanding the contract. Understanding your commitment to the funding. Understanding what you really want to do with your plan for generational wealth. Is there such a thing as generational wealth? And is it the obligation of a parent or grandparent to provide legacy or inheritance to heirs and children? That’s not for me to say. I believe in those things but I’m not here to impose my values and my belief system on you. I’m actually here to find people who would believe in the same values that I believe in. I like to find people whose values match up with mine so that we can work together in a mutually supportive relationship, and we can help place financial products and services in your life, in your company, in your church, in your charity or non profit, in your children and grandchildren’s lives, so that you can be more secure in your finances. So that you can put your focus where it really belongs, which is living life and doing good for your family. So the sale is absolutely important, but the sale is secondary. I want my clients to know as much about finances as I know.
Now that could take you a long time because I’ve been studying economics for 25 years and I’ve been studying life insurance investments and financial service for 45 years. So I’m a novice when it comes to studying economics, but even though that’s true, I’m also an economist and I’m also a teacher of economics. I teach and conduct continuing education classes for attorneys, accountants, financial service professionals, clients and even insurance company home office executives. I teach what I’ve learned. I teach what i’ve discovered and what I have implemented in my own life.
And so again, the sale is secondary. What’s more important is that you have a very clear vision for the generational wealth plan that you’d like to see in place after you’re no longer here. I would like that wealth plan to execute for you. I’d like your wishes to be carried out for you even after you’re not here and I don’t want your wealth plan, your estate plan if you will, to be bastardized. I don’t want it to be diluted. I don’t want it to be watered down and destroyed because someone comes along and says that they have a better idea with your money. This is your money and you have a right to dictate how your money is to be used and how it is to be directed and deployed to promote the causes that you believe in. So again, the sale is secondary. We’re here to promote life. we’re here to help you accelerate what you want to do in life. We’re here to help you understand that the purpose of wealth is to do good.
The purpose of wealth is not to make you rich. The more wealth you have, the more capital you have, the more good you can do. So I’m here to challenge your thinking and to help you get triggered and get motivated to develop a life wealth plan, and only then can we find and determine the appropriate financial services, products, and programs to fit into your realm. Into the plan that you want to implement for the next 100 years. I hope that helps you and look forward to speaking with you.
