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Lead the Paycheck Protection Discussion with Social Security Disability

Posted on September 17, 2019 by ecrowe
Lead the paycheck protection discussion with a review of the most obvious fallback option–social security disability. It is a great way to open the individual disability income protection discussion with your client. Call the client or prospect and say, “I’d like to set an appointment to  review your social security disability benefit in the event
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Posted in DI Tips, Selling DI, Uncategorized

Understanding the Terms in a Disability Income Policy

Posted on September 3, 2019 by ecrowe
Understanding the terms in a disability income (DI) policy is imperative to the DI sales process, yet, it can feel like you are learning a new language. A clear understanding of these terms insures you do not misinterpret or overlook important aspects of DI coverage for your clients.
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Posted in DI Tips, Info Articles

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