DI Adds Value for the Client and the Broker

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Financial planning is a two-tiered process: build the plan and safeguard the plan. Most financial professionals, insurance brokers, and their clients understand the need for income protection in the event of an untimely death. However, many financial professionals and insurance brokers neglect to discuss income protection with their clients in the event of a disabling
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Good Years for Income Protection

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With the end of summer approaching and the new school year beginning, it’s an excellent time to begin disability discussions with your clients, especially millennials born between 1980 and 2000. The millennial generation is reaching their prime working and spending years. As they reach their mid-30s, they are building their careers and growing their families,
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