Interview with Joel Sopp - life insurance discussion - Part #1
Monty Loree: Hey folks this is Monty Loree here from Canadian Money Advisor. I’ve got Joel Sopp who has been an RBC and investment adviser based in Regina, Saskatchewan for the last four years. As a matter of fact, we met on Twitter and I don’t think we knew that we’re both from Regina but we are, so that’s kind of neat. Joel has spent five and a half years prior to RBC as a personal banker with another big bank. So he is celebrating the full decade in the financial industry coming this spring. These days, Joel‘s job takes him all over Saskatchewan into his clients’ home where he covers their financial needs. Everybody needs that - we know that because we’re talking about personal finance all the time. Joel is happily married to his wife Shelly for the last eleven years, and has two boys, [Brent] and Logan and also has miniature Australian shepherd named Johnny Bravo. Hey Joel, how are you doing? Thanks for joining.
Joel Sopp: No problem Monty, thank you very much for having me on. I am doing fantastic this morning, thanks for asking.
Monty Loree: Excellent. You got an Australian shepherd named Johnny Bravo,
Joel Sopp: Yes. We ended up being – being adopted. Fell in love with him right away and he was named John Lennon originally, but my ten year old and five year old had no idea who John Lennon was unfortunately. So they picked the new name of Johnny Bravo - a little more kid-friendly, a little bit more fun.
Monty Loree: Excellent. That will be more fun for them for however long you have the dog to call him that. So anyway, you’re doing life insurance and other things with RBC Insurance. That’s got to be kind of neat, and I’m always excited to talk about to people who are in life insurance, because quite frankly life insurance is a pretty complicated topic. People’s eyes glaze over when you ask them questions about it. How many times have you ever asked somebody, “Oh do you have life insurance?” They say yes because that’s about all they understand about it.
Joel Sopp: That’s about as far as they get. They’d say yes and then they say, “Okay so how much insurance do you have?” “Oh, I’m covered to work. I’m okay.” My usual response to that is, “That’s great to hear, so what does that insurance cover you for?” Typically that’s when a client doesn’t necessarily have an answer for me.
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Monty Loree: Hey folks this is Monty Loree here from Canadian Money Advisor. I’ve got Joel Sopp who has been an RBC and investment adviser based in Regina, Saskatchewan for the last four years. As a matter of fact, we met on Twitter and I don’t think we knew that we’re both from Regina but we are, so that’s kind of neat. Joel has spent five and a half years prior to RBC as a personal banker with another big bank. So he is celebrating the full decade in the financial industry coming this spring. These days, Joel‘s job takes him all over Saskatchewan into his clients’ home where he covers their financial needs. Everybody needs that - we know that because we’re talking about personal finance all the time. Joel is happily married to his wife Shelly for the last eleven years, and has two boys, [Brent] and Logan and also has miniature Australian shepherd named Johnny Bravo. Hey Joel, how are you doing? Thanks for joining.
Joel Sopp: No problem Monty, thank you very much for having me on. I am doing fantastic this morning, thanks for asking.
Monty Loree: Excellent. You got an Australian shepherd named Johnny Bravo,
Joel Sopp: Yes. We ended up being – being adopted. Fell in love with him right away and he was named John Lennon originally, but my ten year old and five year old had no idea who John Lennon was unfortunately. So they picked the new name of Johnny Bravo - a little more kid-friendly, a little bit more fun.
Monty Loree: Excellent. That will be more fun for them for however long you have the dog to call him that. So anyway, you’re doing life insurance and other things with RBC Insurance. That’s got to be kind of neat, and I’m always excited to talk about to people who are in life insurance, because quite frankly life insurance is a pretty complicated topic. People’s eyes glaze over when you ask them questions about it. How many times have you ever asked somebody, “Oh do you have life insurance?” They say yes because that’s about all they understand about it.
Joel Sopp: That’s about as far as they get. They’d say yes and then they say, “Okay so how much insurance do you have?” “Oh, I’m covered to work. I’m okay.” My usual response to that is, “That’s great to hear, so what does that insurance cover you for?” Typically that’s when a client doesn’t necessarily have an answer for me.
See all Canadian Money Advisor Podcasts
