Welcome to Lesson 2, Part 1. In this segment, we will discuss how to determine the best suitable product for a client, focusing on Term, IUL (Indexed Universal Life), and LTC (Long-Term Care) insurance.

1. Understanding Different Products:

   • Overview of Term, IUL, and LTC insurance.
   • Key features and benefits of each product.

2. Assessing Client Needs:

   • How to match products to client needs and goals.
   • Factors to consider in the decision-making process.

3. Product Suitability:

   • Guidelines for determining product suitability.
   • Case studies and examples of product recommendations.

Conclusion:

• Recap the importance of selecting the right product for clients.
• Encourage participants to practice assessing client needs and recommending products.

Part 2: HOW TO READ & COMPARE WITH OTHER COMPANIES POLICY

Script:

Welcome to Lesson 2, Part 2. In this part, we will learn how to read and compare policies from different companies. Understanding and comparing policies is crucial for providing the best advice to your clients.

1. Reading Insurance Policies:
   • Key components of an insurance policy.
   • Tips