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The Financial Advisor’s Hidden Risk: What Happens If Your Clients Can’t Work?

Posted on August 2, 2025 by ecrowe
The Hidden Risk: Lack of Disability Income Planning Disability insurance is frequently neglected in financial advice—even though a client’s ability to earn income is their greatest long-term asset. According to the Financial Planning Association, many advisors undervalue disability coverage, causing significant vulnerability in the event of serious illness or injury. Key facts: Roughly 1 in
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Posted in Uncategorized

Three Ways to Turn Existing Life Insurance Client Into DI Clients

Posted on August 2, 2025 by ecrowe
It’s easier to sell to an existing client than a new prospect. The odds of selling a product to a new customer are 15 percent, while the odds of selling to an existing customer are 50 percent. Identify good prospects from your current client list. Review your existing client database and identify clients, ideally between
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