Breakout Session – Everything Is Math: Letting the Numbers Tell the Story
May 21
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- 8:00 am
- - 8:50 am
- Check Mobile App for Locations
- Breakout Session
Many high-net-worth clients think insurance is the weak link in a plan.
Jack Elder will show how he uses simple math to change that view. In this session, he walks through how he explains life insurance and long-term care to clients and their other advisors in a clear, calm way. You’ll see how the numbers can speak for themselves and how to make the case for insurance without pressure or sales talk.
