Ask your clients to rate the life they’re living on a scale from 1 to 10.
Their car? An 8 or 9.
Their home? Maybe a 7 or 8.
Their kids’ school? An 8, maybe higher.
Your clients work hard to provide a life they’re proud of. But when it comes to protecting that lifestyle, too many are only planning for a 3. To me, that’s a disconnect. If your clients are working hard to give their families the best, why would the plan to protect it fall short?
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