by Lawrence
Don’t you hate it when somebody rejects your advice regardless of how much experience you have or even the logic in your argument? Take for example those of you who have children… Have you ever threatened your child and said that if he doesn’t start studying harder at school then he’s going to end up sweeping the streets (With every municipal worker on strike at the moment it might not be a bad career choice!)? I know I’m guilty. And let me guess their reaction…a vacant stare? A rolling of the eyes perhaps? Now I’m often accused of being sanctimonious when it comes to giving advice to others. “Mr. Bean, what you need to do is redirect the money you’re spending on…into your RA (Retirement annuity). That way you get to reduce your tax bill by…blah, blah, blah” And if there’s one thing I can’t understand it’s when somebody doesn’t follow my recommendations! Me: “Can you see that what I’m proposing will save you R…every month?” Client: “It’s fantastic. Send me the paperwork and I’ll get it signed and faxed back to you?” (Mr. Bean, I’m still waiting for that fax by the way!) So it was with shock and ...
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Tagged as:
General
by Brendan
Last month I received an email from one of our life insurance product providers. It read something like this “Dear Mr. Els, In recognition of your outstanding contribution, we would like to invite you to our annual top achievers awards ceremony.” I must be honest, my first thought was, “I’m still too young to be called Mr and I don’t own a Tuxedo!” Now right off the bat, I need to highlight the fact that I’m not that fond of insurance award dinners. Actually as far back as I can remember I’ve always tried to dodge these ego stroking, black tie affairs. “Oh, it’s on that night. Darn, unfortunately I have something on.” It’s something about all the back-slapping, expensive champagne and high fives that doesn’t quite sit right with me. (You will normally find Lawrence and me enjoying a cold beer in a quiet corner at these fancy affairs, discussing our strategy to offer more value to our clients). For us it’s never really been about receiving recognition at award dinners. The only people we aim to please are our clients. That’s the truth. If our clients recognize our efforts (and many do), that’s enough kudos for us. But ...
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Tagged as:
altrisk,
awards dinner,
Life Insurance,
simply life insurance