A Valuable Lesson Learned About Life Insurance

A Valuable Lesson Learned About Life Insurance

Topher Otake: A Valuable Lesson Learned About Life Insurance

Topher Otake talks about the valuable lesson he learned about life insurance.

“My mother was my best friend. She was my mentor and my companion. Despite the 400 miles between my school and hometown, we remained close and spoke every day about my new experiences as a first-year college student.

Then came the morning of Parent’s Weekend. I was excited to hear that my mom was arriving, but instead I received a call from a state patrol officer. My mom had a heart attack in the car and had been rushed to the university’s hospital. Later that evening I held my mother’s hand as she took her last breath.

The months that followed have been the hardest of my life. In addition to the extreme emotional, intellectual and physical turmoil that comes with the loss of a parent, I was caught in a very difficult financial situation. My mom didn’t have any life insurance, so the financial burden of her death fell onto the shoulders of my brothers and me.

I was forced to move out of my college dorm room and get a job that offers housing and a meal plan, as well as a job serving tables to pay for school expenses and bills. I work 50+ hours a week while attending school full time. Now I worry whether I’ll be able to afford school next year.

The experience has taught me a valuable lesson. While we could never prepare for the profound emotional pain of losing a parent, we could have been better prepared for the financial burden. Life insurance would have eased the transition of life without my mother by taking the financial weight off of our shoulders.”

Getting life insurance is vital for your child’s future. Learn more about life insurance and contact QQIS today to get a quote.

A Valuable Lesson Learned About Life Insurance – Video Transcription

Topher Otake: My mother was my best friend, my mentor, and my companion. I was excited for her to come to my first parent’s weekend at college, but on the way a heart attack took her life.

Because she had no life insurance I had to move out of my dorm and now work 50 plus hours a week while attending school full time.

While my brothers and I could have never prepared for the emotional pain of losing our mom, with life insurance we could’ve been better prepared for the financial burden.






×
Marty Shull

Executive Managing Director

 

Marty offers over 15 years of experience in direct-to-consumer and business-to-business sales with a specific focus on corporate buy sell review, business exit planning, valuation, and strategies as well as personal estate protection and succession planning. As a Co-Founder, Marty has developed a distribution platform with an objective of creating and maintaining relationships with insurance agents, investment advisors, accountants, attorneys, and all other financial professionals. As he has been involved in the brokerage platform for the last fifteen years, Marty has learned the necessary tools, traits, and processes to be a successful broker in this arena and to help others succeed. Marty earned his undergraduate degree from San Diego State University with an emphasis on business management and finance. A Bay Area native, Marty currently resides in San Francisco with his wife and son.

×
Brendan Walsh

Co-Founder

 

Brendan brings over two decades of experience in life insurance, retirement and estate planning. He spent 13 years at Northwestern Mutual where he was consistently a member of the Million Dollar Round Table and the Northwestern Forum. Brendan received his undergraduate degree from University of San Francisco. He was a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund. Brendan lives in Marin and has two children, Sophia and Aidan.

×
Greg Yu

Co-Founder

 

Greg brings about two decades of experience in the insurance industry. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum. Greg’s current role at QQIS includes the duties of acting CFO. Greg has an undergraduate degree from California State University, Chico and holds a Life and Property Casualty license. He lives in Marin with his wife, Jennifer and son, Nicholas.

×