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Open Letter to Family / Friends / Acquaintances

I am in the business of helping people to calm the financial worries that keep them up at night. I help them to take the ‘What if’s’ out of life by putting a safety net in place to gently hold them if something happens and they need time to get back on their feet so they can work towards creating a new normal in their life.
It occurred to me lately that I am known for taking care of complete strangers, but I have not yet connected with many I know and those closest to me. That is why I wanted to share this today, to make sure I get to everyone I know, love and care about.
I want to inquire if you would like to connect to see if there is anything I may be able to help you with in regards to your financial planning, or possibly offer a second opinion.
Just because we are friends/family/or acquaintances does not mean you have to do business with me, but I have to know at the end of the day that I at least asked to connect with you because it would sadden me if something happened and I had not at least asked and made the effort.
PS … If you are already working with someone or feel you have enough coverage, are protected from market risk, or have the type of policies in place that secure your financial certainty, I am happy to hear that, and I respect those things.
But it is heart breaking to know that a huge percentage of the population expect to outlive their income. It’s also sad to see, that recently Go Fund Me had over 1.6 million projects online with the word funeral in them. I would hate to be standing at the funeral of someone I know, or hear about an illness and having a family member say to me, “Aren’t you in the insurance business”? “Did you ever offer to take care of them”?
May I ask you to promise me one thing? If something does come up, if you ever need help or have questions, or if you think that I may be able to help in some way, please feel free that you’ll reach out to me.
PSS … the original reason I got into this business in the first place is because someone took the time to show me what’s new and how people can use life insurance to not only provide protection in case of death, but with one policy provide protection while a person is living: providing funds for illness, injury, loss of income, business protection, or tax free income for life and more.
A few minutes in conversation just may provide some exciting possibilities you didn’t know existed.
Thanks for listening,

In Gratitude,
Barb Dufault

I invite you to schedule a call with me
and let's explore the possibilities for greater financial certainty:

Contact Barb
949-274-5784
Financial Agent / Consultant
CA Lic # 0G12583
National Lic #10797283
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