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.
Why Care about DI Issue & Participation Limits
What do issue and participation limits mean and why are they important?
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:
Year-End an Ideal Time to Introduce DI
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.
Good Years for 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,