Scott shares his experience receiving an email from an insurance company, informing him that about a client who unfortunately had passed away. This client’s family had been paying disability insurance premiums for over a year, and had passed away without claiming any benefits!
This episode discusses how Scott took immediate action to help the spouse, ensuring that the premiums cease and the family receives a refund from the date of death.
Sharing this personal story has us thinking about how people may do the work and set up a policy but may not stay on top of their finances along the way. This highlights the need for proactive financial oversight and staying up to date on your own personal and family planning.
Tune in to learn valuable lessons about auditing accounts, rectifying billing discrepancies, and maximizing the value of insurance policies!
Please reach out to us at MD Disability Quotes if you need a policy review or would like a complimentary consultation for your own insurance planning. You can call us direct here 480-707-2771 or schedule a time here: https://calendly.com/amberstitt_
Thank you for listening!
