Complex is “bad”?
I was one of the invited speakers at a seniors’ luncheon in Charlotte, North Carolina. The host organization picked one professional from each of several areas of service to seniors. There was a Medicare expert from the government, who was very helpful and clear-speaking. There were two different types of safety experts from local firms, and a well-respected annuity salesperson. After the annuity specialist finished, I was to speak on long-term care strategies, and I rose to prepare the projector. The host asked me to wait for an impromptu speaker, a compliance auditor from the North Carolina Insurance Department….