Here are some tools to help you open the DI conversation with your clients, and some tips on targeting the right clients for disability income insurance.
Like an annual physical, an annual review of your clients’ income protection insures they maintain good financial health and address any gaps in coverage.
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:
Business Owners not only need paycheck protection, they also need to protect their businesses and business succession plans. As you meet with your business owner clients, make sure you educate them on the need for these DI products: