Jul 28, 2025
Assumptions Matter: Help Clients Avoid Costly Mistakes | Math.Logic.Wealth
In this 5-minute episode of Math. Logic. Wealth., Jeff Cait explains why assumptions behind life insurance illustrations matter more than most advisors realize. Using real examples and a principled framework, he walks you through how hurdle rates, tax context, and the "Compared to What?" question can shift your client conversations from persuasive to fiduciary. Learn how the Diversified Portfolio Approach™ (DPA™) empowers you to deliver optimized, transparent, and personalized advice that clients value. This episode is your reminder: illustrations aren’t promises—they’re marketing. Advisors who understand the assumptions are the ones who build long-term trust.