Stay One Step Ahead
My life insurance agent, on the other hand, makes a point of contacting me at least twice a year, and usually three or four times. While there is usually a bit of self-interest motivating these contacts (he asks for referrals), I always take his calls.
He can be counted on to share ideas with me based on his knowledge of my business and my personal affairs. I don’t know if he has ever tried to sell me something I didn’t need (like more life insurance), but he has consistently demonstrated he’s thinking of me by making recommendations and exposing me to ideas I would not have had otherwise. Recently, right out of the blue, he approached me with an idea for a different kind of strategy for a business retirement plan. Only one in 100 people qualifies for this kind of plan. But, he knew me well enough to know my business did, and to make it a point to educate me about it.