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I texted the daughter and she said she would be glad to talk to me, hard to tell from a text but seemed pretty reasonable sort. Dont know if she needs to go all the way to POA--but she will soon. Daughter will call me this afternoon
Years ago I sold a small life policy to a nice older woman. She was very lucid. We discussed the policy, she got her checkbook & signed the check for the first month's premium & the eft form. Everything seemed business as usual. Then a few months later, her son called the carrier's home office & said that she had dementia & shouldn't have bought the policy. The carrier cancelled & refunded all premium. I had no idea. I felt a little scuzzy because I would never want to take advantage of anyone. In your case, I think it is fine to discuss it with the daughter. I'm sure she is aware of the deteriorating situation.
I had a lady that I sold a Med Supp, FE, and LTC to one day. Now you know the LTC phone interview can be a bear, but she passed with flying colors. About 2 weeks go by and all of her policies came in. I delivered them to her. No problem so far. She was very please that I was able to help her save some money on her Med Supp and get her the other 2 policies that she needed. Enough said...I go on about life.
About 1 week later (1 week before Thanksgiving), her son called me out of the blue and wanted me to come by and speak with him about all the policies. Problem is that he can only be there on Thanksgiving Day. No problem. I go to see him at her house in the middle of the afternoon. As soon as we sat down at the kitchen table, he said, "I want to know how in the world you were able to get her insured when she has Alzheimer's? WHAT????
I had no idea and there was absolutely no indication of it on either of the 2 days I was there. He said he was surprised that I didn't know, but at the same time could understand that I had probably caught her on 2 of the best days she's had in a while.
About that time she came out from the back of the house. This little old, very nice lady wanted to know who the hell that was in her house and that her and her husband (been dead for years) had done nothing wrong and the FBI didn't need to be in her house! Well, I was wearing a suit.
I had a lady that I sold a Med Supp, FE, and LTC to one day. Now you know the LTC phone interview can be a bear, but she passed with flying colors. About 2 weeks go by and all of her policies came in. I delivered them to her. No problem so far. She was very please that I was able to help her save some money on her Med Supp and get her the other 2 policies that she needed. Enough said...I go on about life.
About 1 week later (1 week before Thanksgiving), her son called me out of the blue and wanted me to come by and speak with him about all the policies. Problem is that he can only be there on Thanksgiving Day. No problem. I go to see him at her house in the middle of the afternoon. As soon as we sat down at the kitchen table, he said, "I want to know how in the world you were able to get her insured when she has Alzheimer's? WHAT????
I had no idea and there was absolutely no indication of it on either of the 2 days I was there. He said he was surprised that I didn't know, but at the same time could understand that I had probably caught her on 2 of the best days she's had in a while.
About that time she came out from the back of the house. This little old, very nice lady wanted to know who the hell that was in her house and that her and her husband (been dead for years) had done nothing wrong and the FBI didn't need to be in her house! Well, I was wearing a suit.
I had a lady that I sold a Med Supp, FE, and LTC to one day. Now you know the LTC phone interview can be a bear, but she passed with flying colors. About 2 weeks go by and all of her policies came in. I delivered them to her. No problem so far. She was very please that I was able to help her save some money on her Med Supp and get her the other 2 policies that she needed. Enough said...I go on about life.
About 1 week later (1 week before Thanksgiving), her son called me out of the blue and wanted me to come by and speak with him about all the policies. Problem is that he can only be there on Thanksgiving Day. No problem. I go to see him at her house in the middle of the afternoon. As soon as we sat down at the kitchen table, he said, "I want to know how in the world you were able to get her insured when she has Alzheimer's? WHAT????
I had no idea and there was absolutely no indication of it on either of the 2 days I was there. He said he was surprised that I didn't know, but at the same time could understand that I had probably caught her on 2 of the best days she's had in a while.
About that time she came out from the back of the house. This little old, very nice lady wanted to know who the hell that was in her house and that her and her husband (been dead for years) had done nothing wrong and the FBI didn't need to be in her house! Well, I was wearing a suit.
I STILL had to do a one hour "Remedial" so called "training"