Giving simple explanations in a complex world

In a world of ledgers of rows and columns, this presentation is a "chalk talk" on ways to explain insurance and financial planning concepts that clients understand in simple terms. Avery like to use the "job A, job B" scenario of disability insurance and expand it to not only cover disability insurance, but also include life insurance, retirement and college education all on one page. Some examples may seem elementary, but clients need them to understand and take action.