Initially drawn to the life insurance sector’s potential for financial security, it was Shannon’s encounter with the living benefits of cash-value life insurance that sparked a genuine passion.
For Shannon, the death benefit was the most evident aspect — an assurance that a family’s financial future would remain intact in the wake of tragedy. However, as he delved deeper, he became captivated by the long-term potential of cash-value policies. With the economy’s uncertain trajectory, Shannon is convinced these benefits will become increasingly essential.
In a profession where trust is paramount, especially when dealing with the delicate subject of life insurance, Shannon’s philosophy is rooted in honesty — he believes in being blunt and realistic with his clients. By presenting a clear picture of what a secure financial future entails, Shannon establishes a foundation of trust.
His clients appreciate his candor.
One of the challenges he faces is the widespread misconception that life insurance is prohibitively expensive. This myth deters many individuals and families from considering policies that could safeguard their financial futures.
He addresses this by carefully illustrating the affordability of term life insurance strategies, thereby alleviating concerns about cost. Moreover, he emphasizes the living benefits of cash-value life insurance by highlighting its potential to adapt to varying financial needs over time.
By educating his clients, Shannon helps them see life insurance as what it is: a versatile financial tool.
Shannon recalls a rewarding experience with a young couple, both of whom worked in the investment sector and were well-versed in market dynamics.
Initially skeptical, they approached the concept of cash-value life insurance with caution. However, after Shannon explained the nuances of the policy, a moment of realization occurred — a light bulb went off.
Witnessing their shift in perspective, from skepticism to appreciation, Shannon felt a sense of fulfillment. It was not just about selling a product; it was about empowering a young family to secure their financial future in a way that resonated with them.
Shannon’s affiliation with Catholic Order of Foresters (COF) was the culmination of a journey to find a professional community that resonated with his values and aspirations.
Introduced to COF by General Agent Tom Kaelin from the Northern Kentucky/Greater Cincinnati agency, Shannon was already an experienced insurance agent, albeit with a focus on property and casualty insurance.
However, his passion had always been for life insurance. After several insightful discussions with Tom, Shannon decided to center the next chapter of his career around life insurance. From the moment he joined COF, Shannon felt a sense of belonging. He described the organization as the professional home he had been searching for over the past eight years. For those new to the life insurance industry, Shannon offers a piece of advice: believe in your products and their power to change lives.
Article by Connor McEleney and Kim Johnson