Insurance and loan contracts can be detailed and lengthy. How do you help your clients to understand their contracts?

"I understand that insurance, retirement, and even banking policies and contracts at USAA can appear complicated to my clients. I will walk them through each section, before they sign, and use simpler terms and analogies when needed. I have often had clients comment on my ability to relay the information to them in an easy to understand method. I think this would be a great fit for USAA, as I know it has a huge emphasis on customer service."

"Yes, contracts can absolutely be difficult to understand. I do not want to assume that a client is struggling so I will let them go through the contract on their own pace and then encourage questions through all steps in the process. I want to make sure I uphold the USAA core value of customer service, and will always be willing to explain and answer any questions they may have."