Life Insurance Is Protection

Life Insurance Is Protection

Amy McNeely: Protection Is Paramount

Sam McNeely, an ex-football player, towered over everyone who came in contact with him. But his size belied a soft side—he was quick with a joke and able to befriend anyone with his easygoing ways. That’s what made Amy fall in love with him.

Within a year of getting married, they discovered they were going to be parents. That’s when they met with Sam’s cousin and insurance professional Juli McNeely, CFP, CLU, LUTCF. Amy McNeely understood protection for their growing family was paramount. They needed life insurance.

While Sam had some life insurance through work, Amy convinced him to purchase an individual policy, which would give him sufficient coverage and wouldn’t disappear if he changed jobs. Amy got coverage as well. Her reason was straightforward: “I didn’t want to leave him with a child and struggle with work and finding someone to take care of her.”

Several years later, Amy was walking their daughter, Charli, to school when her phone rang. That call was the beginning of a life-altering morning that ended up with Sam in the hospital with an aortic dissection. Shortly after arriving, it would claim his life. He was just 38.

Amy has little recollection of the days and weeks that followed. During that time she relied heavily on Juli, who invested the proceeds of Sam’s life insurance to ensure that Amy would have an ongoing stream of income for years to come. It has allowed Amy to be there for Charli, instead of having to work full time and find people to care for her.

Her advice to other parents is simple: “People think life insurance is super expensive, but it’s not. For the amount of coverage we had, it wasn’t expensive at all—and it was worth everything. It’s made my sisters and friends reconsider their needs. People my age don’t think they’re going to die, but it happens.”


Contact QQIS today and make sure your family is protected for the unpredictable future with our Life Insurance products.

Life Insurance Is Protection – Video Transcription

Amy (Wife): I first met Sam when he was in college. Sam was 6’8 and 320 to 360 pounds. He was a huge teddy bear.

Paul (Brother): Sam was hilarious. He was a big, bold personality. One of his dreams was to have kids and be a dad.

Amy: Sam had life insurance through his employer, but when I found out we were pregnant we decided that it wouldn’t be enough.

Juli (Insurance Professional): We sat down and really did a full financial plan and discovered that they needed some additional coverage as their family began to grow.

Paul: When Charlie was born, Sam was estatic.

Juli: Charlie was definitely a joy for them. In particular, she was a joy for Sam. They were inseperable, she was a daddy’s little girl and he did everything for her.

Sam was at work and he started to not feel well. An ambulance was called and he was taken to the hospital.

Amy: I got to the hospital and they were already doing resuscitation. I just- but he was already gone.

Juli: Sam has passed away that morning from a dissected aorta. He was 38-years-old.

Amy: Never really crossed my mind that we had life insurance. And Juli, of course, came to my rescue like always.

Juli: I was grateful that we were going to have enough coverage to make Amy and Charlie comfortable financially. We certainly couldn’t take away the emotional pain, but we could at least help financially.

Amy: Life insurance policies have allowed us to just live without worry or struggle. I can’t stress enough how important it is.

Juli: He was a strong man, had a great job, a great family. No one would’ve ever guessed he would be gone. And he had the right amount of coverage, and that day came.

Amy: Sam would be happy knowing that his life insurance policy has helped us get through this. Sam will always be taking care of us.






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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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