Why Your Small Business Owner Clients Need Business Overhead Insurance

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If your small business owner client suffers a disability, how long would his or her business survive? Regular living expenses will continue to occur Business expenses will continue to occur Business income will be severely interrupted That’s why your small business owner clients need business overhead insurance. The need for BOE insurance is clear: If
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Executive DI Benefits Can Help You Attract and Retain Top Talent

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Even before the COVID-19 pandemic, low unemployment rates made hiring a challenge, and employers were focused on retaining employees. Yet, the COVID-19 pandemic changed how businesses operate virtually overnight. Many employees are working remotely and using this time to evaluate their job satisfaction. With 7 million job openings, employees can attain new positions that are
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How to Sell Disability Income

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It’s easier than ever to provide paycheck protection for your clients. It only takes eight steps to completely underwrite a disability policy. Here’s the process:   Fact Gathering Establish expectations for your client. This is a “tough but fair” process in which you establish expectations for your client. Client Name Date of Birth Tobacco use
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May is the Month to Prime Your Engines for DI Sales Success

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  May is the month to prime your engines for DI sales. Ladies and gentleman start your engines! In the insurance market, you face stiff competition every day from agencies selling essentially the same products you’re offering. That means you need every advantage you can get to stay competitive. And you know that leads are
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May is Disability Awareness Month

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Use these tips and resources to introduce income protection to your clients. Start the Conversation Not sure where to start? One way is to begin with the topic you know best, then pivot the conversation to income protection. Watch these videos for expert tips. Life Insurance. It’s not enough to insure your life. You also
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