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Sure. Off the top of my head, a UFC for FE might sound like this:How about sharing a few UFCs you use along the way before giving a presentation?
"Thanks for inviting me over today, I appreciate the opportunity to visit with you. Now I'm sure you'll have some questions for me, and I'll do my best to answer them. On the other hand, I'll have to ask you some questions that can get pretty personal, mainly having to do with your health. Are you going to be OK with answering those kinds of questions?
Great. At the conclusion, we'll have a pretty good idea if what I have is a fit for what you need. We want to go for a simple yes or no decision, and it's OK to say no! You're not going to hurt my feelings. On the other hand, if it's a good fit, I'll gather some further info for an application, which we'll submit to the insurance company and blah, blah blah... Are you comfortable with making a decision like that?"