News Videos
“What keeps me going for 8 years in this industry?” | Financial Planning for Families
SUBSCRIBE to the Channel
It’s moments like this.
A client with an orphan policy went through bypass surgery…
but his claim was left unclaimed for more than a year.
Imagine handling everything alone while lying in a hospital bed.
I reached out immediately.
Despite the hiccups and documentation needed, we managed to get his claim approved by Nov 2024.
Today, his policy continues — supported because of his payor rider.
This is why I do what I do.
Because when life happens… you don’t just need a policy.
You need someone who shows up.
____________________________________________
Elaine Kim, Wealth Strategist, Certified Wealth Planner, Children Education and Future Lifestyle Planning Expert, Financial Planning for Families
____________________________________________
#HealthIsWealth #PrudentialWealthPlanner #WealthPlanning #FinancialPlanningforFamilies #SmartParents
source
You must be logged in to post a comment Login