I Don’t Sell Policies. I Secure Futures
I recently received a sales call, but I was on the receiving end this time, and it was a powerful reminder of why my approach to financial advising is so different.
The salesperson was sharp and articulate, and they knew their product inside and out. They could rattle off policy details and compare dozens of options with impressive speed. But their entire approach was flawed from the start.
The moment they learned my salary, they settled on a single solution: a ₹1 crore term plan. There was no effort to understand my unique situation—my liabilities, my savings, or my family’s financial goals. They didn’t even consider the financial security of my wife, assuming perhaps that a female spouse’s coverage is an afterthought.
Their goal wasn’t to understand my needs; it was to push a product that’s an easy sell. The call wasn’t about me; it was about a transaction.
This experience solidified my belief that true financial guidance isn’t about selling a product; it’s about solving a problem.
I don’t just sell term insurance; I help clients understand why they need it and what amount is truly right for them. We start the conversation with their life, not a policy. We talk about their family’s dreams, their long-term goals, and what “peace of mind” truly means for them.
A good advisor doesn’t just sell a policy; they help you build a secure foundation for your family’s future. It’s about leading with empathy and a deeper understanding of a client’s life, not just their income bracket.
My job isn’t to be a salesperson; it’s to be a genuine problem-solver and a trusted partner. Read more on LinkedIn
f you’re ready for a conversation that starts with your life, not a policy, reach out for a consultation to find the right solution for you
