Explain it to clients in plain words
Turn a product's terms into plain sentences with your client's own dollars.
A client who understands the product is easier to close. Your AI writes the plain words. You check them and say them.
Free, read-only
You'll learn to
- Explain surrender charges and free withdrawals in dollars, and the market value adjustment in plain words
- Explain an income rider and why the income base is not cash
- Draft a product's pros and cons for you to edit