Big Time Hunters

I was shocked when the lady who we called to set up a portfolio refused to work with us. She asked my wife a lot of questions including if we had life insurance or not and if we had at least a six month reserve put away, in case one of us lost our jobs. We knew that we should do that but just thought that we were fine for now.

I immediately called an insurance agent to have some affordable life insurance quotes faxed over and then we went through and set up a budget so that we could save that six month reserve in no time. We knew that the affordable life insurance quotes would be much easier than working on a budget. It took us just two hours to get the budget half way completed.

When the life insurance quotes were finally sent, we found that no medical exam life insurance seemed like it would work for us and that way, we could get it set up easier and quicker. Our plan to have the budget done and the no medical exam life insurance in place was working. We estimated that it would take us about eight months to get a six month reserve set aside and then we would call the lady about the portfolio again.