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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.

Avery discusses how to get prospects to take action when they are reluctant to move and offers some ideas to get in to see that hard-to-see prospect.

You could certainly present clients with pages and pages of information. Is that the best way to communicate your value, though, especially if it will only make clients more confused? In this session, Avery explains how a one-page financial plan and a simple contrast between two hypothetical jobs can help simplify decisions for clients. Click here to find more from the 2018 Annual Meeting [https://rz.mdrt.org/search/?q=2018ampro]

You could certainly presents clients with pages and pages of information. Is that the best way to communicate your value, though, especially if it will only make clients more confused? Avery explains how a one-page financial plan and a simple contrast between two hypothetical jobs can help simplify decisions for clients.