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Btw, I've always had the habit of asking, for any incoming call to request insurance to ask: "May I ask why you've decided to contact me for insurance? Did you just get bad news from the doctor?"
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OK, just got off the phone with the beneficiary of a claim we just settled on her dad.
We just made an appointment to do insurance on her mom. She just text me the meds list. Probably going to write her brother as well. I left the daughter the prequal questions I would ask for the two companies I will write and let her know I would need to ask these F2F with her mother (FE). 3 hour drive.
If you use a company that you can write it over the phone you won't have to make that drive...unless you just want to or have other stuff you need to address as well.
Stacking a couple FE companies, pretty sure I am writing the brother. Also want to do another F2F with the daughter to try to close the $million dollar policy she asked me about when I did the claim paperwork.
Oh,,, and it is Monterey, so going to take the old lady for a little wine and dine.