Now that I am fully back to my normal good health, I needed to work on my job as the financial consultant. One of my previous clients contacted me and asked me for support in order to increase the face amount of her life insurance. She actually contacted me with this request right before my departure to Japan, when I didn’t have the extra free time for myself. So, I asked her to wait until I come back to America and settle down.
It was not a simple request, because of my situation. I transferred the insurance broker in September. My request of the broker change was approved by the insurance company. My next step was to submit the insurance company to change agent request signed both by my client and myself. There was one issue. The previous broker would never sign for release document for me. After I talked with some representatives of the insurance company, they recommended me to submit the reason so that they can accept my request without the previous broker’s signature.
The process took several days, and now I can finally proceed my client’s request.
It was a tiresome procedure, but all in all, I appreciate these procedures. All the processes have given me the opportunities to experience and knowledge, so that I will be much more smoothly able to assist my clients in the future.
three wisdom 