Insurance Service Covid Updates
I hope you are staying safe and caring for your needs during this prolonged shelter-in-place mandate due to Covid 19. I thought I’d update you on how we are continuing to serve our client’s insurance and retirement needs during this difficult time.
Customer Service
Our service to our clients continues to be our priority. We continue to practice social distancing and working from home as much as possible. We know that it is during trying times like this that you need us the most. You can continue to reach us by phone or email if you need assistance at our regular business hours without delays.
We understand that making payments might be hard for those who lost their income. Please reach out to me so we can assist you.
Also in an effort to make getting life insurance coverage easier, paramed exams are now being waived during this shelter-in-place. Again please reach out to me if you have any questions about this.
Life Insurance
If someone you know is worried about what’s going on and protecting their family against the unexpected, this is the time to have a conversation about life insurance. Whether they already have coverage or not, I can review their current financial plan. This is when most people are finding they have time to do things they would normally not have time for. Things like reviewing policies and organizing their financial plans.
Read our Life Insurance Q and As in light of Covid 19.
Retirement
If you know of anyone worried about what the stock market is doing and how that’s going to affect their retirement plan, I am happy to help.
All along we at Freedom Equity Group have been helping people grow and make money risk-free and tax-free. We have been rescuing people’s retirement. In the last few months that market has dropped and caused many people to lose money from their investments, our clients have NOT lost a cent. Our clients can rest peacefully at night knowing their retirement is not affected no matter what happens with the stock market or how long it takes to recover.
We all know that time is a crucial factor in how much our savings can earn compound interest. History tells us it took years for many to recoup all the losses of 2008. To recover from a 20% loss you need a 25% return. if you lose 50%, you need 100% return to break even. The farther down you cash out, the bigger the gain you need to get it back.
I can be of assistance to anyone needing to have peace of mind right now with their retirement, preserving their current assets and income.
Summary
In summary, I continue to serve my clients with the same degree of passion and dedication. I do my appointments on the phone or on Zoom. Reach out to me if you need any help.
Take care of yourself and your family. Hang in there. Let’s take it one day at a time and remember to be grateful.
Sheilla Vidal is a Retirement Income Certified Professional RICP® and life insurance broker. Sheilla is also a physical therapist, wife, mother of two, and one of the caregivers for her 85-year-old father. She is an avid learner. She writes, speaks, and recognizes that her work in helping clients live with dignity is her God-given mission.
