Insights

Why It’s Smart to Have Paycheck Protection in a Volatile Economy
How many of your clients depend on their paycheck? The answer is probably most of them, possibly all of them. Unless your clients are independently

Don’t Believe This Disability Myth: Why SSI Won’t Cover Your Clients
Social Security could run out of money, and the pandemic may have made the situation worse. According to a report released in April 2020, the

How Disability Insurance Sales Can Change Your Career – and How to Get Started Today
Are you worried about your financial stability? Guess what – your clients are, too. By offering disability insurance, you can get the additional revenue stream

Don’t Let This Mistake Cost You DI Sales
If your disability insurance quote volume isn’t where you’d like it to be, chances are high that one common mistake could be the culprit.

Are You Providing Disability Insurance Quotes to Clients Under 40?
Many experts agree that financial planning should start early – the earlier, the better. Even people in their 20s and 30s should be planning for

Get Key Person Disability Insurance for Your Rain Makers
The business scenario: John Halen was the top sales person in the company … by far. The revenues generated by John surpassed those generated by

Many Financial Planners Are Ignoring a Key Part of Financial Preparedness
People count on financial planners for sound advice that will help them create a financially secure future. Unfortunately, many financial planners are leaving out a

Disability Insurance: Essential for Clients with High Deductible Health Plans
In health insurance, there’s a tradeoff between deductibles and premiums. The higher the premium, the lower the deductible, and vice versa. High-deductible health plans (HDHPs)

The Online Insurance Experience: Does Your Website Deter Sales?
A good chunk of modern shopping is done online, and insurance is no exception. This was true before COVID-19, but the pandemic has accelerated the

Your Easiest Disability Insurance Sales Ever
What if your disability insurance clients could get more coverage with no medical underwriting? And what if you could earn first-year commissions on those sales
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