I met a man the other day that really affected me. He’s in his early forties. He lives in a one of the 10 riches towns in Massachusetts, probably closer to top 5. He makes good money, six figures. He has a family. His Wife doesn’t work. Has a summer house on the beach. He has a boat. He has two beautiful daughters 6 and 9. Sounds like things are going pretty well, huh?
Well, he asked me what I did during the conversation and I told him that I help people find, keep and enjoy their money. I got the usual: What exactly does that mean? So I went on to talk about how people throw money at financial products and services independently of each other and how I help them coordinate their decisions. He went right to investments as most people do. That’s the fun stuff right? That’s where you get to see returns, or at least hopefully.
I brought the conversation towards a holistic approach and insurance got brought up. He said he doesn’t have any. I said any what. He says life insurance that’s what your talking about right? I said well not just that but you don’t have any? He said no. So I told him I wanted to ask him a question but I think it is going to come out wrong. He said ask. So I asked if he ever ask his two daughters how they felt about him not having life insurance. I think I caught him a little off guard. After a few seconds of silence, I felt bad. We were just hanging out so I said that’s enough about business and we talked a little longer and that was that.
This is why I do what I do, those two beautiful daughters he has. I’m going to try and make a difference in their lives. Hopefully, they never know. Just in case, I want to help his wife and daughters. I will reach out to him to see if he wants to talk further. We’ll see what happens.
How does this story make you feel? Do you know anyone like this? Do you want to help? Maybe you want to help a little girl or boy that doesn’t even want to think about if their mom or dad isn’t around. What are you going to do to help them?
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