Heart to Heart: Member Series

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The Family Security Plan® agents call members for yearly policy holder check-ins and sometimes we receive a gift – a rewarding coverage story that helped in a real time of need. We have put together some of our favorite heart-to-heart conversations to share, directly from phone calls that our agents have made.

Here is an uplifting story of when our agent Mary helped a member with his Disability Insurance Policy:

Mary called a member for a yearly member benefits discussion and found that the member had fallen on hard times. At the time of the call, he was homeless, and hadn’t been able to work for a year due to a diagnosis with diabetes. After hearing about the member’s inability to work due to an illness, and the member’s current policy, Mary knew that The Family Security Plan® could help.

With his disability income policy, he qualified for up to $1,900 dollars per month for up to 24 months since he had been out of work for more than 14 days because of a disability or illness. After discussing some of the ways in which he had to keep himself fed, Mary was really delighted to share the good news with the member.

Our yearly review calls are a great tool for both agents and policy holders to ensure personal information is up-to-date, the policy still fits the needs of the member, and it presents the member with any new benefits that they may have access to. The member was extremely grateful that he was put in touch with Mary that day since his disability income policy will help to get him back on his feet and change his life.

This is a great example of how a simple phone call can be so important!

If you have any questions about your policy, or see if you qualify for any claims with your current policy, please contact us below: