Brothers,
When I speak to my brother Knights, I hear … “I’m all set”, “You’re wasting your time on me”, “I don’t have the time”, or “I don’t have any money right now.” Often, this is a reaction to the thought that I want to sell them something. I think the reality is that brother Knights and their wives don’t know the value I can bring to their family.
Let me ask a few questions to see what you know about the services I provide:
- Did you know I can help you protect your income?
- …………………………………………. plan for retirement?
- …………………………………………. with charitable giving?
- …………………………………………. with your investments?
- …………………………………………. with tax mitigation?
- …………………………………………. provide long-term care for you or your spouse?
- …………………………………………. transfer wealth to the next generation and beyond?
Please accept my invitation to visit with you and your family. At the end of the day, who better to be there to take care of your family than a brother Knight? We have been taking care of Catholic families since 1882.
| p.s. another phrase I hear “I already have a financial guy” (referring to an investment or wealth advisor). To which I say – “Great! Does your guy align your portfolio with our Catholic faith?” Accept my invitation to speak with you and I can explain. |
Vivat Jesus!
David C. Schallmo, FIC
Advisor, The Abbate Agency
Supreme Knights Club
david.schallmo@kofc.org
