Overview:
Dan once paid $64 for a ham sandwich at the California restaurant of a celebrity chef. But you can also get a ham sandwich at a gas station or a Subway. What’s the difference? They are in fact three very different solutions, which work in three very different ways. Tag along with Dan as he takes you on a gastronomical, metaphorical tour of life insurance and arrive at a key insight: matching the client to the optimal insurance solution is all about the comfort they seek.
Advisors will learn:
- Insurance is a more attractive solution when it is modelled not as standalone idea, but as part of a comprehensive financial plan.
- All three solutions work. “Better” is not necessarily measured by the numbers.
