Gage Wealth Advisors - 5 things you should ask before buying a life insurance policy with Gage Kemsley of Oxford Wealth Advisors
Make sure you know why you are getting the insurance. Have specific goals in mind, such as whether the policy you're considering will pay off a mortgage for your spouse or be used in charitable bequest planning. Once you know what you are trying to achieve, make sure you have the right type of policy and the right amount of coverage. Loans should be taken out through term policies, while legacy plans should have some type of permanent coverage.
Gage Wealth Advisors
I am pleased to interview Gage Kemsley as part of my "5 Things to Ask Before You Buy a Life Insurance Policy" series. Gage is vice president of Oxford Wealth Advisors in Rio Rancho, NM. Since 2013, Gauge has been dedicated to helping individuals and families plan for retirement. Gage is an Investment Adviser Representative and holds a Life and Health License in the State of New Mexico.
Edward Jones Steve Hovendick Financial Ad
Thank you so much for doing this with us! Can you tell us a story about how you got on this particular career path?
I have always been fascinated by the world of finance. In high school, I had a teacher - Michael Treadway. We studied calculus and trigonometry, but we always took the last minute of class to explore the "real world," whether it was valuing stocks or calculating bond premiums or determining bond prices. From that time I decided I wanted to do something in the financial industry, so I started in banking and moved into personal finance. I always felt that I needed to be the best resource I could be, so I decided to study finance for my undergraduate and graduate career, and worked to understand as much as I could about the job.
Can you share a story about the funniest mistake you made when you first started in the industry? Can you tell us what lessons you learned from that?
My background in the banking world meant that I came with a different way of thinking. For about six months when I started in this industry, I mistakenly referred to Exchange Traded Funds (ETFs) as EFTs, like money transfers. I did this for weeks and often caught myself, but once I called on EFT and a client healed me instantly. I was so embarrassed, but I had to laugh at myself and my stupid mistake. Whatever mistakes you make, make sure you learn from them and make sure you have enough confidence to laugh at yourself. You become more connected to your customers and laughter can instill confidence even in the face of mistakes.
Wealth Management Firms Work Toward Creating Mentorships For Women Advisors
We are currently opening a branch office in Austin, Texas. It was very exciting, but very stressful. We offer services and staff that are very attractive to retirement-focused investors, and while our clients are nationwide, our main focus is in New Mexico. After much research and discussion, we have decided to move to this new location and we are excited to be able to help the people of Austin.
Can you identify a "tipping point" in your career when you start to see success? Have you started doing something else? Is there a lesson or lessons that others can learn from this?
Our office and practice have grown significantly over the last five or six years and we attribute this to implementing processes and procedures. Once we started focusing on what we do best and not focusing on what we don't do best, we started to see amazing growth. Now, we have an exemplary process - something that's right for us, right for our customers, and something that will allow us to continue to grow.
Set limits. Get an office and customers and prospects need to come to you. It's a leap of faith, but decide where you want to be in 12 months, five years and 25 years, and start doing something to get there. Keep an eye out and don't forget these goals. When you close a big deal, celebrate.
Canada's Top Wealth Advisors 2022: Neil Pope
As an "insurer" you know more about insurance than most consumers. If your loved one is looking to buy a policy from someone else, what 5 things would you advise them to check before they commit to the policy? Can you provide an example or story for each?
Insurance agencies or companies are often known to be very creative and innovative marketers. Are you using smart and innovative marketing strategies that you think big legacy companies should consider?
Yes! One thing we've been doing for a few years now is celebrating our customers. For example, we order pies for customers every year for Thanksgiving. We've served thousands of pies to our customers over the years and are proud to be a part of the Thanksgiving tradition. we play bingo with customers; We throw parties for customers. Whenever we can celebrate with customers, we do. When you treat and treat your customers well, good always comes back.
None of us have achieved success without some help along the way. Is there someone you really appreciate who helped you get to where you are? Can you share a story about it?
Why Canada's Top Wealth Advisor Is Avoiding Banks And Consumer Stocks In 2023
I would have to say that my biggest mentor, especially in my current career, would be the owner of our company, Lynn Thurgood. When I started the business, Lynn really took the time to train me. I went to everything he did. We prepared documents together and developed cases together. When a client needs help with something, Lynn always sees it as an opportunity to learn. We often discussed our processes, and any ways we could improve. Lynn was always willing to listen to me and my ideas and really inspired me to become who I am today.
You are a person of great influence. If you could inspire action that would bring the greatest good to the greatest number of people, what would it be? You never know what your thoughts will be. ,
I recently read an old proverb that says, "A community is blessed when it plants a tree under whose shade the old man will never sit." I think everyone should focus on helping their neighbors, friends or strangers. Many of us become self-centered and forget that we are all here to learn and grow together, and that is best if we help each other. Instead of asking, "What's in it for me?" We must ask, "How will this help those around me?" Focus on improving your community. Look for opportunities to serve others. These small acts will make the world a better place and you will feel better about the world knowing that you did something to help.
Which specializes in helping people with diabetes find affordable life insurance. Matt founded the company in 2010 when his father was diagnosed with diabetes. which is also installed
Advisors On Air: Why A Budding Wealth Management Giant Traded Zoom Cameras For A Tv Studio
In-depth interviews with executives in business, pop culture, health, social impact and technology. We use interviews to uncover stories that are both empowering and actionable.
Why lenders may charge you a lower interest rate if you agree to pay the money...
Matt Schmidt is the founder of DiabetesLifeSolutions.com who specializes in helping people with diabetes find affordable life insurance.
High wealth financial advisors, top wealth advisors, personal wealth advisors, retirement wealth advisors, white oaks wealth advisors, private wealth advisors, cresset wealth advisors, mai wealth advisors, top wealth management advisors, best wealth management advisors, advisors excel wealth management, regal wealth advisors
0 Comments