Pursuing your true Passions with Robert Clark | The Blake Haggett Podcast 002
I’m a quality over quantity type of person.
In a few key words, understand that my story is the driving force behind what I do. I’m lucky enough to work with a handful of employee benefit producers & financial advisors, and many of them I get to call friends. Together, we consult their employer & individual clients on income protection (otherwise known as disability insurance – but that name drives me insane). Most clients have no idea what their income protection situation looks like, and I don’t blame them. Fortunately (or unfortunately), I come from a place where knowing what your income protection policy says is REALLY important; ultimately, it’s because my family lived off those benefits for 20 years while my Dad, a former CPA, battled a rare form of cancer called Esthesioneuroblastoma.
Most advisors know about disability insurance, but they already have their hands full with a client’s health insurance needs or investment portfolio. That becomes their primary focus. I work behind the scenes (and sometimes from the main stage) as their income protection expert, helping them consult & educate their clients. Providing quotes is not my value-add, nor is distributing “sales advice”. If you want to sell a policy to hit quota, please go elsewhere. If you want to have a meaningful conversation with your client, and be a true consultant of their income planning, then you’ll likely enjoy connecting with me. I aim to give every advisor the education & ability to have this conversation with their client, and I provide much of that content here on LinkedIn.
My ultimate goal is for people to understand what they don’t know about their income, whether I’m involved or not. Thank you again for taking the time to read this – if you’d like to connect, please feel free. You can also reach me by email at Robert@thePGTsolution.com