One 30 minute phone call; $7,000 in savings...
A brief chat and a second opinion.
Last week, a client called in to get a second opinion on an insurance product. He wanted to make sure that he was getting a “fair deal”.
Our call lasted 30 minutes.
By the end of our conversation, we developed a plan that will save this client $7,000 a year!
I took the time to listen. I asked questions that the previous insurance salesman did not.
Not only did we create a plan, we also opened the accounts and funded them that same day. This client is now on track for the future with more money in his pocket than before our call.
Funny thing is, all I had to do was take the time to listen and ask a few simple questions.
That’s the power of an unbiased second opinion.
That is what we offer. A quick chat and a second opinion.
Thank you for reading this newsletter and following the journey of Tuttle Ventures with our weekly newsletter.
I know folks have a lot going on Sunday evenings. Sunday nights are a sort of the calm before the week. On this Sunday evening I wish you all a Happy Father’s day and a chance to get some rest and refocus for the week ahead.
If you didn’t see the latest Yahoo! Finance news article check it out here.
Tuttle Ventures, LLC