“Can you give me a quote over the phone?”

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June 20, 2016 by Tom Potter

As an insurance professional I hear this time and time again: can you give me a quote over the phone?

An appointment with me is NOT like going to the dentist. I don’t drill, fill, or pick your pockets then pick your pocket – book. NO PAIN.

Life insurance is a person-to-person business. Doctors, dentists, lawyers, and other professionals operate in the same manner. We need to discuss, in person, what your concerns are before we can address them.

Buying insurance requires that I:

  • Verify that you are who you say you are
  • Ask you questions about your health
  • Talk with you about your personal circumstances
  • Complete the application with you being present

I can only complete these steps when I am sitting and talking to you.

Life insurance is a product that is priced according to:

  • Your age
  • The amount of coverage you want
  • Your health issues, if any

There are numerous carriers and policies that can meet your specific needs and at a price that fits your budget.

Now, I hope you can understand why giving someone “a quote over the phone” is not possible!

Call me to schedule an appointment about your life insurance questions.

“Act now, save now, and enjoy forever.”


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