Ep. 234 - Clarifying the $1K Questions: Speaking Your Clients' Language

Already learned our $1K questions but still struggle to explain them clearly? Get a simplified refresher on how to deliver them to clients in a clear, accessible, enrolling way.

Join Ali as she breaks down complex concepts like marital trusts into understandable terms. With simplicity and clarity, Ali reviews how to:

• Explain intricate provisions in plain language
• Refresh your understanding of asset distribution options
• Explain additional services and costs with concrete examples
• Confidently guide clients to provisions that protect their families

You’ll get invaluable techniques to simplify explanations of advanced planning concepts. Come away feeling recharged and refocused, equipped to clearly convey the value of planning options. Refresh your skills as the knowledgeable guide families deserve.