10/10/2026
3 ๐๐๐๐๐๐๐ ๐๐๐ ๐๐๐ ๐๐๐๐๐๐๐โ๐ ๐๐๐ ๐
๐๐ ๐๐ ๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐๐ ๐๐๐๐.
Before you message an Insurance Advisor and ask, โCan you send me a proposal?โ hereโs something you should know.
1. ๐๐ ๐๐๐๐๐ ๐๐๐ ๐๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐๐๐๐.
How much coverage do you need? What are you protecting? Whatโs your goal?
Without understanding your situation, we might recommend a plan that doesnโt match your actual needs.
2. ๐๐๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐ ๐๐๐โ๐ ๐๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐ ๐
๐๐.
A plan may look affordable, but does it provide the protection you need? Can you sustain the payments? Does it fit your financial priorities?
The goal isnโt just to find a plan you can pay for. Itโs to find an appropriate plan you can maintain.
3. ๐๐๐๐ ๐
๐๐๐๐๐๐๐๐ ๐๐๐๐๐ ๐๐๐๐๐๐๐ ๐ ๐๐๐๐๐๐๐๐๐๐๐๐ ๐๐๐๐๐๐๐๐๐๐๐๐๐๐.
Are you protecting your family, preparing for critical illness, building long-term wealth, or planning for retirement?
Different goals call for different solutions. A proposal should reflect YOUR priorities, not someone elseโs.
Hereโs the thing:
A proposal should be the RESULT of a consultation, not the START of a guess.
As an Insurance Advisor, I donโt want to recommend a plan just because it looks good on paper I want to understand your needs first, so we can explore options that make sense for you. โค๏ธ
Before asking for a proposal, letโs start with a conversation. ๐
