Presenting a Plan: What Information Should Agents Provide?

What type of information must the agent provide when presenting a plan?

Complete

Accurate

Factual

Answer:

When presenting a plan, an agent must provide complete, accurate, and factual information to avoid confusing or misleading the consumer.

When presenting a plan, it is crucial for agents to provide complete information. This means including all relevant details and ensuring there are no gaps or missing information that could lead to confusion on the consumer's part. By presenting complete information, agents can help consumers make informed decisions based on a clear understanding of the plan.

Accuracy is another key factor that agents must consider when presenting a plan. By presenting information with precision and correctness, agents can provide consumers with the most reliable and trustworthy information. Accuracy helps to build trust between the agent and the consumer, ultimately leading to a more successful presentation of the plan.

Furthermore, agents must ensure that the information they provide is factual. This means that the information is based on verifiable facts rather than opinions or assumptions. By sticking to factual information, agents can avoid misleading the consumer and ensure that the information presented is reliable and trustworthy.

← Bank balance bonanza Intrinsic value of an option understanding options trading →