High class, quality, policy delivery case/folder

[rmhaire]

In the 21st century, are 1 Million Dollar life insurance policies printed in black and white on 8-1/2 x 11 sheets of paper just like the 5-10 thousand dollar policies?

Who knows? Not enough guys on here that's actually ever seen one.

 

[PrivClientSG]

These days? Email.

That really doesn't work for me. I very rarely email policies for policy delivery, and never, ever with big cases. Thanks.

 

[PrivClientSG]

I haven't ordered from these guys yet, but I do have them bookmarked:

[EXTERNAL LINK] - Policy Wallets

Thanks! I am going to call them and check out what they have to offer! Thanks again!

 

[PrivClientSG]

I have never moved in the circles of the wealthy, so I don't know, but it doesn't seem to me like someone is going to take space in their safe to store their 50 million dollar life insurance policy IN the fancy leather folio with legal pad and brass engraved name plate. I would expect the policy to be removed to be placed in the safe and the folio to go to a grand-kid for coloring projects.

In the past 40 years I have run onto things of that nature at Goodwill, DAV, and Salvation Army thrift stores.

A $50 presentation folder is not going to make a junk life insurance policy or annuity any better.

The real "package" for the quality life insurance policy or annuity was the careful work and planning leading to its purchase, not the folder, or box, in which it was delivered.

All things considered, thanks. Just looking for some resources.

 

[Tahoe Ray]

I very rarely email policies for policy delivery, and never, ever with big cases.

Curious why not.

 

[PrivClientSG]

Curious why not.

It's just not how my business is structured, part of my practice/process. Except during the pandemic, and/or for clients outside my geographic area where I am not meeting with them in person, not traveling, etc. In that case, I'll send/deliver a policy via Fed Ex, and the policy is part of a policy package, and we already have a deliver/review meeting scheduled via the web.