Young busy happy Asian business woman office professional holding cellphone in hands walking on big city urban street making corporate business call, talking on the cellular phone. Authentic shot
Solution Starter
In several research studies over the past six years, professionals have made it clear that none of today’s carriers provides high-quality, client-facing materials.

They need conversational, intuitive, jargon-free information that intuitively translates product benefits into real-life benefits.  

 These resources can take many forms – everything from printed marketing materials and short-form videos to digital articles. Ultimately, professionals want to educate their clients as fully as possible as a way to help them make informed, confident decisions.  

Takeaways
1
Professionals desire financial education designed to meet their clients’ needs
2
Client-facing materials should be conversational and free of jargon
3
Benefits should be explained in terms of how they impact a person’s life