Section 4: Tying it all Together (Role Play)
Dorothy
The Smith's Family
The Smith's Family
Introducing Dorothy, a 65-year-old woman residing in Wilton Manors, Florida. As a grandmother to four grandchildren, Dorothy has prioritized maintaining good health throughout her life. Following her husband's passing, she retired from work, thanks to the life insurance policy he left her. Now, Dorothy is keen on creating a lasting legacy for her grandchildren.
The Smith's Family
The Smith's Family
The Smith's Family
Introducing the Smiths: Gary (38), Costco Store Manager, while his wife Lisa (33), is a middle school teacher. The family calls Easley, South Carolina home, where they live with their two children, Brian (4) and Erica (2). Recognizing the importance of securing their children's future, Gary and Lisa are actively seeking ways to protect th
Introducing the Smiths: Gary (38), Costco Store Manager, while his wife Lisa (33), is a middle school teacher. The family calls Easley, South Carolina home, where they live with their two children, Brian (4) and Erica (2). Recognizing the importance of securing their children's future, Gary and Lisa are actively seeking ways to protect their family in the unfortunate event of something happening to either one of them.
Travis
The Smith's Family
Travis
Meet Travis, a 33-year-old truck driver residing in Minnesota. Serving as the primary provider for his family, Travis's wife, Jenny, is a dedicated stay-at-home mom caring for their 3-year-old daughter, Beth. Acknowledging the inherent risks of his profession, Travis is keen to explore available options that would provide support in case of an accident.
Arthur
The Smith's Family
Travis
Introducing Arthur, a 72-year-old man facing challenges such as diabetes and other medical conditions. Despite dealing with minor health issues, Arthur is in search of a life insurance policy to secure a legacy for his grandchildren. Unfortunately, he has encountered difficulties in obtaining approval from previous insurance agents.