by Daniel C. Steenerson, CLU, ChFC, RHU | Sep 15, 2015
July 2015 marked the 25th anniversary of the Americans with Disabilities Act. The Centers for Disease Control and Prevention (CDC) recognized the event by releasing a study on disabled adults. For the first time, we have access to disability data that includes...
by Daniel C. Steenerson, CLU, ChFC, RHU | Aug 18, 2015
Over the past few months we’ve posted several articles about attracting new disability insurance clients especially Millennials. What makes a client decide to do business with you? Convincing a potential client to work with you is an expression of your value...
by Daniel C. Steenerson, CLU, ChFC, RHU | Jul 23, 2015
It turns out you can teach an old dog new tricks.Like most of you, I was trained to include the non-cancelable feature in every individual disability insurance (IDI) policy that I sold. In fact, back when I was 24 years old, I purchased an IDI policy for myself. ...
by Daniel C. Steenerson, CLU, ChFC, RHU | Jun 30, 2015
As insurance sales professionals, we spend a significant percentage of our time on lead generation. However, have you ever stopped to wonder what might happen if we dedicated an equal amount of time to customer cultivation? Customer cultivation is the art of moving...
by Daniel C. Steenerson, CLU, ChFC, RHU | Jun 23, 2015
Wondering what an “ideal” income protection client looks like? Of course, the ideal client probably has fiscal discipline and a financial freedom mindset. What else? Consider the characteristics below. Then stay with us for the “reveal” of just who this ideal...
