Up and out the door for an early morning run with my husband, who luckily runs at my pace.
In the car on my way to work. My office is about 40 minutes away from my home. Since my husband is usually too busy to eat lunch at home, I bring my dog Penny with me and drop her off at my parents' house for doggy day care with my mom.
Run through the schedule for the day with my business partner, John Jaggi, CLU, who also happens to be my father. He's been in the business for more than 35 years and I'm lucky I get to learn from him every day. We share many clients but we also focus in different areas, helping to diversify our business. As anyone who works with their parents knows, it can sometimes be a challenge, but it is also very rewarding.
Meet with a client to discuss life insurance for herself and her husband. They are newlyweds and want to start a family soon. Usually it's difficult to get the millennial generation interested in life insurance, so it's refreshing when someone in their early 20s understands the need for it.
Catch up on email and read the daily headlines. Return a phone call to a Medicare client and answer a question she has about her supplement policy.
Lunch with a carrier rep to discuss a few group renewals that are coming up. We also discuss what their product line-up is going to look like in 2014 and the implementation of the Affordable Care Act.
Meet with a recent widow whose late husband was a member of a group health plan that we represent. We run through her options for health insurance and answer all of her questions. It's sad to meet under these conditions, but luckily she and her husband were prepared and have a solid financial plan in place.
Work on an advertising postcard that will be mailed to clients. We constantly keep our clients informed of new products (or old) that we feel may be of value to them. It's also always important to keep our name fresh in their minds.
Phone call with a group to discuss questions that came about from their renewal meeting we had the day prior. Most of the questions concern the ACA's impact on their business. I get ACA questions daily. Because of that, I make sure to read everything and educate myself as much as possible. There is always something new to learn.
Pick up Penny from my parents' house and chat with my mom for a bit.
Cook dinner out on the grill with my husband.
Off to bed to do it all over again tomorrow. Luckily with this job, no two days are ever the same.
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