Who does this anymore????

It’s that time of the year… the time I reach out to all the people in my network and say ‘thank you’ by sending you your very own pocket planner -- yes, that old fashioned relic of an analog booklet that you actually write in by hand! Who does that anymore? Well, I do! 

In today’s day and age where everything is digital, some people might say that pocket planners are obsolete and relics of the past. 

True, you probably have a calendar on your phone and/or computer for alerts and notifications. But every year I send out the pocket planner, people -- both young and, uhm, more mature -- tell me about all the ways that they’re using them… like a gardening log, and keeping track of food intake or fitness workouts, and trip or mileage notes. 

Personally, I think the pocket planner is my way of bucking the ‘everything digital’ trend… because you know what else nobody seems to be doing anymore? 

Real, human-centered, personal service 

You can’t get that kind of service from an online form, but you know who still does that? I do, that’s who. 

That’s how I’ve conducted my business for over 35 years… because it’s just the right thing to do, especially in insurance where there is no line between personal life and professional life. 

And that’s why I’ve done things like an annual detailed analysis of company reconciliations by administrators and helped avoid the company being red-flagged by the CRA. I’ve pushed the insurance company to investigate the application of a small print clause in a death claim. I have also helped the spouse of another client write the cover letter for a claim when she was too confused to write it herself. 

Who does things like that for others if they don’t actually ‘have to’? I do… because real, human-centered, personal service is the right thing to do, no matter how digital the world becomes. So please put your pocket planner to good use. And feel free to call so we can chat about real-life things over a cup of coffee! 

I wish you the happiest of holidays!

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