We Promise to Always Put Your Needs First

When I was young, my father, John, who sold life insurance for 40 years, started teaching me the business. I listened and I understood the importance of taking care of your family and making sure they are set up in life and not left with debt when you pass. I bought my first whole life policy at age 22. When I was 25, my father passed away at age 65 of a heart attack. He left behind enough insurance money to make sure my mother could take care of herself. 

At the time, I was five months pregnant with my daughter, and was not ready to be in the business. Thankfully, my older sister, Heather Medling, stepped up and had an interest in continuing his life’s work. With the mentorship of my father’s lifelong friend, Gary Lucente, they were able to partner with each other to continue the Medling name and make our father proud by continuing his business. 

Heather studied under Gary and after he worked 45 years in the business, he was thinking about his own retirement. Gary’s grown children all had careers of their own and were not interested in making big life changes. He worked well with my sister, loved her like a daughter, and trusted her with the business. His business focused on retirement income planning so that people could live comfortably in their Golden Years instead of being left with only Social Security and stuck at poverty level. Heather ran the business with a servant’s heart. Clients adored her and she did her job selflessly, always putting the client’s best interests above all else.

With just four short years of running the business under her belt, she was diagnosed with a rare brain cancer and passed away in January 2021. Yet again, proving the hard lesson, that we are not immortal, and death shows no grace to any age. 

One of the many reminders here is that life insurance is an absolute necessity, no matter your stage in life. I spent the last four years in the office with her, supporting her, learning the business, and caring for her clients. When she became ill, I studied to become licensed and read everything I could find to improve my knowledge. 

Gary has been kind enough to come out of retirement and return to the office to mentor me as he did my sister. In 2021, the family torch of the selfless desire to help protect people’s futures, and the futures of their families has been passed to me. I have taken it humbly and eagerly as I now start my race in life to make John (my father), Heather (my sister), and Gary (my mentor) proud and continue this legacy. 

I promise to always put you, the client, first. I will do everything in my power to help you navigate critical financial and retirement issues, no matter what stage of life you may be in. 

To the young family in their 20s who are living paycheck to paycheck and to the 60-year-old couple getting ready to retire and in need of moving assets to maximize their retirement income and beyond --- I am here for you. Thank you for trusting me and I look forward to serving you. 

From my family to yours, God bless.