I have been in the Insurance and Investment business since 2002 when my own insurance agent asked me why I was considering switching careers and getting involved with Financial Services. The answer was easy – I saw the way my mother struggled after my father was killed in a plane crash, leaving her with four children under 15 years of age and a small life insurance policy. While the settlement gave her the ability to look after us and maintain a home for a few years, it really wasn’t enough to cover costs beyond the short term, and more to the point, our Mother didn’t have the education or money skills to maximize those dollars longer term. She never knew the insurance advisor and was not part of the “planning” process as I’m sure was common in the 1970’s when the world worked a bit differently than it does today.
About a decade ago I delivered my first death claim to a family I worked with – a very impactful event for me and certainly for that family. I understood what a difficult time his wife, children, and loved ones were going through but the sense of relief that the wife expressed to me the day I handed her the cheque really cemented the fact that I was in the right business.
Throughout the last seventeen years I have also witnessed retirement plans come together, businesses transitioned to next generations and new owners, children’s and grandchildren’s educations successfully funded, family cottages kept in the family and lifelong dreams realized – all because of proper planning.
Those are all reasons why I love what I do and why I work in Financial Services. Don’t get me wrong, I need to make a living too and helping people has allowed me to do just that. But I’m at a point in my life where I don’t have to sell something just to put food on the table or pay my mortgage. I believe my number one job is to be an expert in the people I serve and to work with those people to make a difference with an individualized plan that addresses their goals and dreams and protects the people they love. I feel so fortunate to get to do just that every day.
– Perry Diebert