A Welcomed Benefit of Life Insurance

A Welcomed Benefit of Life Insurance

Jim and Judy Stacherski were high school sweethearts, and while a tour of duty during the Vietman War separated them and sent them on different paths, it couldn’t keep them apart. Thirty years later, they reconnected and married. They were thrilled to be together again, and loved to spend time prospecting for gold on their mining claim.

Life, however, intervened again. Judy learned that the breast cancer she thought she had beaten had returned and spread to her bones, which doctors said was terminal.

Insurance professional Melissa Mlasko met with the couple to help them with an immediate task at hand. They needed to transition to Medicare from the health insurance coverage they had through Judy’s work, which was due to end in several months when she retired. That’s when Melissa learned about Judy’s condition. As she explored the couple’s entire financial picture, it occurred to her that she might be able to offer additional help. She researched the group life insurance policy that Judy had through work and found that her coverage included an accelerated death benefit rider.

Given that her diagnosis was terminal, the rider allowed Judy to access 90 percent of her policy’s death benefit while she and Jim still had time together. That gave the couple incredible peace of mind, knowing that their last days together would be free of financial worries. Judy was also grateful that her husband would be well cared for financially, as the life insurance proceeds could supplement his retirement income.

“Without the life insurance, I would have had to sell our home,” says Jim. “There would have been no way to do it on my own financially. Life insurance is so important, because you never know when something is going to happen.”

Get a Life insurance quote today and see how easily it can improve your quality of life.

A Welcomed Benefit – Video Transcription

Jim Stacherski: Judy and I were childhood sweethearts. When I went in the army, I told her that I could be going to Vietnam so I don’t really want her worrying. And when I got out, she was already married. Then, apparently, she got divorced and I was divorced. And 30 years later she called me up and came to see me and 30 days later we were married. Yeah, that was meant to be.
We had been together for 8 years. She had a mammogram and it showed a tumor. She got breast cancer.

Marcia Emerson (Family Friend): She had the double mastectomy and she was clear for a while of the cancer. And then it came back.

Melissa Mlasko (Insurance Advisor): When Judy came to me, she knew she didn’t have very long to live. They were transitioning from Judy’s employer plan and then going on to Medicare.

Jim: Judy had life insurance through a group policy at work. So, Melissa said, ‘Well, does it have an accelerated death benefit.?’

Melissa: The accelerated death benefit rider is very important because a person is able then to obtain the money prior to passing away.

Jim: If Melissa hadn’t found that I would’ve had to sell our house immediately. So having that made it more comfortable so we were able to spend a lot of time together.
The doctor gave her two months to live. She asked God for eight years. That’s what she got, eight years.

Marcia: Judy died on December 7, 2013. I know it was so hard on Jim. And I know he felt like a part of his life had just been cut away from him.

Jim: Judy’s loss is hard enough let alone dealing with financial problems. And a life insurance just made it a whole lot easier.

Marcia: If he didn’t have that supplemental income that he was able to have from it, he would’ve had to sell their house and to move. So it’s made it possible for Jim to stay in the home and continue to have a place where he has these wonderful memories with Judy and do the gold mining that he loves so much. She’s still blessing Jim even though she’s not here physically.






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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.

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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.

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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.

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