Recommendation Guideline
Started by TEA ENG PENG
0 points
TEA ENG PENG
The flow of your recommendation should have the following 4 Paragraph:
CO - Client's Objectives
B - Benefit (Why recommended plan meet Client's Objective)
L - Limitation (E.g. No Cash Value, Premium Not Guaranteed)
D - Disclaimer
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0 points
TEA ENG PENG
The flow of your recommendation should have the following 4 Paragraph:
CO - Client's Objectives
B - Benefit (Why recommended plan meet Client's Objective)
L - Limitation (E.g. No Cash Value, Premium Not Guaranteed)
D - Disclaimer