Paycheck Protection for the GME Market

The medical market is one of the biggest for disability insurance. If you sell disability insurance, there’s a good chance you’re already serving this market—but you may be missing a big segment: the graduate medical education (GME) market. It’s huge and a great opportunity for experienced disability insurance agents. The Long Path to Becoming a […]
Buy-Sell Agreement Court Decision Has Major Implications

A 2024 Supreme Court ruling has prompted business owners and their agents to revise their old buy-sell agreements and accompanying life insurance. If you haven’t reviewed your DI buy-sell agreements and disability insurance policies yet, it’s a good time to give them a look, too. The Supreme Court Ruling The 2024 Supreme Court Ruling has […]
How to Help Business Owners Use Buy-Sell Disability Insurance as a Succession Planning Tool

Do you offer Buy-Sell Disability Insurance to your business owner customers? If you don’t, you could be leaving a significant amount of revenue on the table – not to mention opportunities to serve your customers better. The Market for Business Succession Planning Partnerships, in which two or more people co-own a business and share profits […]
Earn a DI Pot of Gold with 3 Disability Insurance Underwriting Secrets

I’m a lucky person. Like, genuinely, ridiculously lucky. And I don’t mean I’m lucky in the way people use it when saying they have a great family, good health, and a great job (not that I don’t have those things). I mean I’m lucky in the if-there’s-a-raffle-I’m-probably-going-to-win-it kind of way. For as long as I […]
4 Reasons Your Clients May Need Business Loan DI

Are you offering business loan disability insurance to your business owner clients? Even when they have other types of disability insurance, business owners may struggle to make loan payments during a period of disability. There are four reasons why your clients may need business loan DI. 1. Many business owners have bank loans Whether they’re […]
How Good Advisors Become Great: The Importance of Mentorship in Insurance Sales

To transition from being a good insurance salesperson to a great one, you need the right support. Mentorship in insurance sales can give you insights and guidance to help you level up your insurance sales career. The Value of Mentorship There are some things you can only learn from experience – but it doesn’t necessarily […]
GSI DI: The Easy Way to Find More Insurance Prospects

For insurance agents, finding good prospects is a never-ending struggle. You’ve probably tried many different ways to find prospects, but have you thought about using Guaranteed Standard Issue Disability Insurance (GSI DI)? Here’s how GSI DI can help you obtain new clients. Understanding GSI DI Before you can leverage GSI DI to find more prospects, […]
Take Your Disability Insurance Business to the Next Level

Disability insurance sales can be a highly lucrative career. If you’ve already built a disability insurance business and now you’re ready to take it to the next level, it’s time to focus on adopting sophisticated sales strategies that can help you unlock underserved niches and build a book of high-net-worth and business clients. Warning: These […]
8 Productivity Hacks for Insurance Agents

What makes some insurance agents more productive than others? Of course, motivation and drive are imperative, but there’s more to it than that. Some highly motivated and well-meaning agents don’t get a lot done in the day. There’s not just one reason to explain this – there are many. Productivity is not about spending more […]
Why Work with a Disability Insurance Wholesaler or FMO?

As an independent agent selling disability insurance, you may be wondering whether you should work with a disability insurance wholesaler or a disability insurance FMO. The decision you make can have a big impact on your career. Before you make up your mind, it’s important to understand what types of organizations exist and what advantages […]