The attraction of one page plans

It was great to have feedback from a few advisers that have requested copies of our draft one page life and health insurance plans. We are now having robust debates internally about whether 'plan' includes analysis, the purpose of these documents, how clients will use them, and more. Then Tony Vidler finds this piece, well worth a look, which explains some of the great attractions of these one-page plan summaries - they cannot be a complete replacement for full planning and all the associated compliance document, but the reasons for their importance are underlined by Jeremy Walter's article. If anyone would like to join us in reviewing and working on the one-page insurance plan concepts, please let me know.