Insurance Options

When your client is ready to create a financial plan, your role is to analyze their particular situation and help them choose the best combination of coverage and payment options. The decision-making process and the various available options can be a bit perplexing and stressful.

Share the client article below and accompanying short video that introduces what options are available and the process of purchasing a policy.

Share the Client Article from The Link Between:
Smart Talk About Your Insurance Options