You may be missing an easy disability income sale. Many financial advisors suggest that they do not offer disability income protection to their existing clients because they already have coverage through their employers.
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
It’s the American dream—to start your own small business. For millions of entrepreneurs, bank loans are the only way to get financing to make their dream of opening or expanding their business come true. In 2015, bank loans for small businesses reached nearly $600 billion. While business owners may be aware of the need to protect their
Understanding the disability income (DI) application process is key to paving the way to a good experience for your client. When you know what to expect, you can prepare your clients, so they won’t be surprised or put off by unexpected steps in the DI application and underwriting process. Discussion Topics for your DI Clients
Make 2019 a great disability income (DI) sales year, and watch your revenue stream grow for years. 1st year commissions= 50% Premiun 2-10 year commissions= 5-10% Tips and Tools to Get Started Here’s some tips and tools to get you started: Review your current client list. Ask your current clients for referrals. Referrals are proven to get