This is an ideal time for insurance brokers and financial planners to contact their clients for an end of the year/2016 benefit planning session. You can help your client see the whole picture—combining their employee benefits with individual benefits to insure maximum income protection.
With the end of summer approaching and the new school year beginning, it’s an excellent time to begin disability discussions with your clients, especially millennials born between 1980 and 2000. The millennial generation is reaching their prime working and spending years. As they reach their mid-30s, they are building their careers and growing their families,
Have you ever heard, “I have disability insurance through my professional association” when you approach medical and professional clients about protecting their paycheck with individual disability insurance (IDI)? For someone who knows disability insurance like we do, we know this is not a good thing for your clients.
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.
Staying abreast of the ever-changing disability market is challenging. How do you know what carrier will provide the best DI coverage for your client’s occupation and financial profile?