Making the Complex Simple
Speakers: Brian W. Sak, Sr., CFP, CLU, ChFC
Year: 2020
Body of Knowledge:
Estate Planning/Wealth Transfer,
Family Matters,
Multi-Generational Planning
Competence: Sales |
Level: Basic |
Session Rating: 4.83
In this session, Brian will walk you through a case study of the process he took his UHNW clients through in an effort to better understand their existing resources, and to allocate them more efficiently to reach their overall estate planning objectives. He focuses on the overall goal of simplification. He shows that complex is not always better, and that clients are much more likely to make decisions on something they can understand. Brian illustrates the benefits life insurance in a new and simplified way that allows the client to confidently make decisions.