What must an agent provide during presentations to consumers at marketing/sales events?

An agent must provide complete plan presentations during marketing and sales events to ensure that consumers receive comprehensive information about their available options. This includes detailing benefits, coverage options, pricing, and any important policy nuances. Providing complete plan presentations allows consumers to make informed decisions based on a full understanding of the products offered.

Complete plan presentations are essential because they not only outline the features of different plans but also highlight how these plans meet the specific needs of the consumers. This thorough approach builds trust and credibility, as it demonstrates that the agent is committed to transparency and helping consumers understand their choices.

In contrast, personal testimonials might provide anecdotal experiences but do not substitute for the factual and detailed information that consumers need. A detailed marketing budget may be irrelevant to consumers focused on understanding plan options. Access to competitors' plans could lead to confusion or create skepticism about the presentation's intent and does not serve to clarify the agent's own products effectively.