Insurance & Financial Services

“Your presentation was one of the highlights of our meetings. The personal experience of not being able to get the very insurance products that are the backbone of our industry makes you the perfect fit for any financial services related organization. It is a story that really opens the eyes of those in our business and brings a challenging wake up call to the values of the work we do as insurance professionals.”

How often do you get the opportunity for your team to be inspired by a former professional athlete, a former financial advisor, and a man with a motivating story about the real need for life insurance? Take your next financial industry meeting to a new level with a real pro.

When Ed Hearn’s career as a major league catcher ended prematurely he started his second career with the New York Life Insurance Company. Unfortunately, while in training and learning the value of the very product he would spend selling his clients, he was diagnosed with three life threatening health issues that rendered him uninsurable. This would not have been a problem if, during his playing days, just one of his many advisors had properly educated him about the most fundamental basis of a sound financial plan – life insurance.

As a ten-year veteran of the financial services industry, Ed carried, in the front of his presentation folder, a letter from one of his very best childhood friends. This friend had been the primary insurance professional he relied on for advice. This powerful letter of regret and apology that was written after the agent learned of Ed’s health problems. He immediately realized he had not done his job and had let down one of his very best friends:

“I think because we were such good friends, I didn’t want you to think I was trying to sell you something and I rationalized, that because you were a professional athlete with sports agent advisors and etc., surely you had already been taken care of. Now, because I was afraid of ‘bothering’ you about this, you and Trish are left without ever having the peace of mind that comes with knowing that, if God forbid, anything should ever happen to you, her and your (future) children would be well provided for. What an idiot I was! How could I have ever let down my old buddy like this?…”

In addition to motivating financial professionals with the “tools of the trade” he drives home the perspective of a man who had multiple financial advisors throughout his playing days without ever being introduced to the most basic need in a financial plan – life insurance. Sales managers salivate as Hearn reads to his audiences a very heartfelt letter of apology from a childhood friend who was one of those advisors. Don’t miss the opportunity motivate and inspire your team with a real pro who knows the game from his ten years in the business.