Four years ago, I engaged in a relationship with a new client that held incredible promise. I completed a full insurance proposal to address additional insurance needs and presented the options for diversifying his accounts. If we were able to place these policies, it would represent the largest single transaction in my 10-year history. As I made the presentation, everything went perfectly and the options looked great.
The client didn’t take any of them.
Not a reduced option. Not a different option. None.
For a long time, I thought my efforts had been a huge waste of time.
Still, I maintained a relationship with the client and continued to help them with other, albeit smaller services. About two years later, I got a promising call.
“Matt, can you look into this for us again?”