Annual Reviews Yield Results for Clients
Like an annual physical, an annual review of your clients’ income protection insures they maintain good financial health and address any gaps in coverage.
Individual DI vs. Group DI
We are often asked by our executive, business and medical professional clients why they need individual disability insurance in addition to their group disability insurance program through their employers. Here is a quick summary of the differences you can share with your clients:
DI Adds Value for the Client and the Broker
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
How to Get Your DI Sales on Track
Mid-year is a good time to review your disability income sales and develop your plan to boost sales the second half of the year.
What Your Clients Need to Know about Disability Insurance
Your clients who are working in professional business and medical occupations are generally financially responsible. They insure their life and health insurance are adequate, plan for their retirement and their children’s future education expenses, but more often than not, they do not have adequate paycheck protection in the event of a disabling injury or sickness.