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.
Target the right group : medical and business professionals between 25-45, especially millennials, are prime candidates for DI. Review your client list and identify which clients fall in this category. Schedule a time to meet with these clients to review their income protection plans.
Focus on the need, not the solution. This video is great way to highlight the need for paycheck protection with your clients. Share a few statistics with your clients that dispel the myths about the frequency and cause of disabilities during the working years.
Choose the right words. Metlife’s DI playbook shares important information about language that resonates with clients when discussing paycheck protection.
Review other resources available at the Council of Disability Awareness to share with clients.
Consult with an Expert. You don’t need to be the expert when you work with Source Brokerage disability income specialists. We’ll help you design the plan and understand the contract. And most importantly, we’ll see the application through the underwriting process, making sure your clients’ income is protected and your DI sales result in commissions.
For more DI tips and sales ideas, contact Steve Crowe at ext. 222, Ellen Crowe at ext. 223 or Brian Hettmansberger at ext. 230 Chris Bussey at ext. 220 or request a quote.