Hero flies into action to help family
Laura says, “Right away, Guy got on to Legal & General and made sure that the claims pack would be sent to him, not the client. Also, the same evening he visited the client and his family to check they were ok.”When the pack arrived, Guy went to the client’s home and completed all the required documentation before sending it back to Legal & General. And it didn’t end there. Laura says, “He also arranged for an interim payment to be made to avoid any possible financial pressures, as well as assist the solicitors to obtain the Grant of Probate – helping to speed up the completion of the claim.”
Kept in contact
Throughout the whole process, Guy made sure that he spoke with the client and family on a regular basis.
After a few months, Guy visited the client. Laura says, “He was really grateful to Guy for all his help during this difficult time.”
And all this extra support really has paid off. Since the claim, Guy was asked to do a complete financial review by the client, from which they agreed with the recommendations – taking out 3 new policies. Guy has also recommended the client review their will, as well as arranged a new mortgage for the client’s elderly mother.