Your Clients Need This Advice

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The COVID-19 pandemic did not reduce the need for good financial advice and insurance products to protect your clients’ assets. In fact, now more than ever your clients and prospects need to hear from you. Your clients and prospects also feel the pain during times of crisis. Their priorities will shift, often overnight, as they
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Disability Income E-Applications Are Easy

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Principal and Standard’s E-apps make it easy to complete  disability applications for you and the client. Quick fill and sign features and built-in checks for required fields help you and your clients complete applications accurately and quickly. It also makes sure your applications are complete and in good order before they are submitted, speeding up
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Lead the Paycheck Protection Discussion with Social Security Disability

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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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