KSKJ Pays on Contested Policy

[TDFnCali]

I had a client lapse on her previous policies last yr with RNA & SNL for her & her bi polar son....so I was able to get her KSKJ for both much cheaper for her son in Mar/Apr of last yr. Unfortunately, son passed around June/July (he was a previous drug user years ago), so I informed client of the procedure & how they may decide not to pay if her son lied.

Welp, 6-7 mos later, KSKJ is paying the full policy amount...awesome. The lady was so surprised & happy, she wants to give me some of it as a thank you. I thought she was joking & I laughed it off, but shes serious....dunno what to do here??

All u vets thats been doing this for 5, 10, 15yrs +....has this ever happened to you? What do u do?

I bet Wino has a story on this.

 

[WinoBlues]

I had a client lapse on her previous policies last yr with RNA & SNL for her & her bi polar son....so I was able to get her KSKJ for both much cheaper for her son in Mar/Apr of last yr. Unfortunately, son passed around June/July (he was a previous drug user years ago), so I informed client of the procedure & how they may decide not to pay if her son lied.

Welp, 6-7 mos later, KSKJ is paying the full policy amount...awesome. The lady was so surprised & happy, she wants to give me some of it as a thank you. I thought she was joking & I laughed it off, but shes serious....dunno what to do here??

All u vets thats been doing this for 5, 10, 15yrs +....has this ever happened to you? What do u do?

I bet Wino has a story on this.

Damn! I am _that_ old guy!

I have been offered a percentage but of course have never even thought about excepting it. OK, mybe I thought about it, but did not.

 

[goillini52]

I had a client lapse on her previous policies last yr with RNA & SNL for her & her bi polar son....so I was able to get her KSKJ for both much cheaper for her son in Mar/Apr of last yr. Unfortunately, son passed around June/July (he was a previous drug user years ago), so I informed client of the procedure & how they may decide not to pay if her son lied.

Welp, 6-7 mos later, KSKJ is paying the full policy amount...awesome. The lady was so surprised & happy, she wants to give me some of it as a thank you. I thought she was joking & I laughed it off, but shes serious....dunno what to do here??

All u vets thats been doing this for 5, 10, 15yrs +....has this ever happened to you? What do u do?

I bet Wino has a story on this.

She wants to give you some...that depends on what she looks like.:bump:

 

[TDFnCali]

She wants to give you some...that depends on what she looks like.:bump:

LMAO....im not sure I could even if she gave me the ENTIRE proceeds (25k)!

 

[indiana260]

LMAO....im not sure I could even if she gave me the ENTIRE proceeds (25k)!

Tell her you sell annuities and she should put the death benefit in one. Then you get the commission and she gets a safe place for her money

 

[Newby]

Damn! I am _that_ old guy!

I have been offered a percentage but of course have never even thought about excepting it. OK, mybe I thought about it, but did not.

You should have never thought about ACCEPTING it. You had a freudlian slip there buddy.

 

[TDFnCali]

Tell her you sell annuities and she should put the death benefit in one. Then you get the commission and she gets a safe place for her money

Wait, are u being for real here? Im just now starting to learn how to do annuities....that would be good or are u being sarcastic?

Shes 70, BTW

 

[WinoBlues]

You should have never thought about ACCEPTING it. You had a freudlian slip there buddy.

Ha, Except that I did.

 

[Cobar887]

If she was serious, maybe ask her to make a donation in your name to the charity of her choice? Just a thought.

 

[Chazm]

Tell her kindly to keep all of her money but to please mention to all of her friends how greatly you helped her in a time of need.