Cathy had the honor of handing him all three docu-ments.
"I'm impressed," he praised us. "You three really seem determined to get your financial affairs in order. I commend you."
"Not that we have much choice," I muttered.
"As I pointed out last month, when it comes to proper estate distribution, the importance of a will cannot be overstated. Where there's a will, there's a way."
Groan.
"You've been dying to use that line, haven't you, Roy— no pun intended," Tom added. "I'll bet you meant to use it last month, forgot, and spent the last four weeks in a state of depression. Right?"
"Of course not, Tom. It was a spontaneous, off-the-cuff remark," answered Roy, with a wink at James Murray.
"Before we get started with this month's lesson, I want to tell all of you that I canceled my life insurance policy," Cathy announced proudly. "Mind you, right after I told my agent, I regretted my decision."
"Why?" James Murray asked curiously.
"Because I thought he was going to kill me," Cathy chuckled.
"Yeah. Some salespeople don't handle rejection well. Did he ask you why you had changed your mind?"
"Yes, and when I explained all the reasons, he became quite indignant and said, 'A little knowledge is a dangerous thing.'"
"To which you replied?" I prompted her.
"To which I replied, You're right, so why don't you take some courses?'"
"That conduct is not indicative of most insurance agents'