BROKER HERO: FIRST XTRA

By 2nd September 2021Blog

Our next broker hero showcase is from First Xtra.

First Xtra’s client got in touch to tell their story:

“It is with deep sadness I inform you that my husband James passed away suddenly last week, from a genetic condition we didn’t know he had, aged 38 years old.

I just wanted to thank you for encouraging us to take out life insurance when we bought the house, because although it won’t bring him back, and it doesn’t make the pain any less, knowing the mortgage will be paid off in full is a huge weight lifted.

Please use us as an example when people decide against life insurance. He was a 38 year old dad of a 3 and 5 year old. One day we were enjoying a family walk together. 48 hours later, he was gone. No warning.

I say that not to be dramatic but to encourage others to be sensible. Like everybody else, we never thought it would happen to us.

I’m sure one day the girls and I will move house, but it won’t be for a long time yet. When we do, I’ll be back in touch, asking for your assistance.”

The First Xtra adviser who helped this client said:

“Hearing the news from a client that a young family is now without a father is truly awful. The sudden nature of his passing and age provide another reminder to us all that you can be in the prime of your life and not know what is around the corner.

I feel proud that I have been able to make a difference to the family’s quality of life in such a terrible time through the advice that I gave. I distinctly remember the protection meeting and, being in their young 30s without children at that time, the clients didn’t think they needed to take any cover at all. This story highlights the importance of persistence and challenging clients with ‘superman syndrome’. The fact that she is now thanking me for having what was a difficult conversation at the time is an important message for us to all remember day to day.”

Want to be part of it?