Insights

Insurance Marketing: This tried and proven DI sales script opens doors!
As agents we’re all searching for the perfect sales script. Something that’s not too long or complicated … that works whether you’re chatting with a

Disability Insurance for Doctors: Two Proven Strategies to Build your Physician Client Base
Are you struggling to add Physicians to your book of DI business? If so, it is time to sharpen your referral strategy as a record-breaking

How Agents Can Accelerate Case Closure with Smart DI Field Underwriting
Throughout the course of each year, we see our fair share of “perfect” clients. In fact, I’ve always found it interesting how many marathon runners

Financial Wellness in the Workplace is Hot. Do You Offer It?
The Case for Financial Wellness

Insurance Sales: Providing Income Through Retirement
When purchasing an individual disability insurance policy, your clients often prefer the potential benefits to pay out until retirement age. Then what? There are plenty

Grow Insurance Sales by Understanding Demographic Nuances
Our society will look vastly different by 2055. Demographers predict that no single race or ethnicity will comprise a majority. Over the last fifty years,

Are You Aware of ALL the Disability Insurance Discounts?
Price objection is one of the most difficult obstacles to overcome while selling individual disability insurance. There are a few ways to combat this problem.

Why Contract Language Matters: Business Overhead Expense (BOE) Residual
Several years ago I wrote a blog post on the differences in residual for individual disability insurance. In my given scenario one carrier would pay

Transforming Your Insurance Sales Process from Reactive to Proactive
There is a hard lesson to learn in disability which took me nearly 20 years to realize, but will take me only two minutes to

Round-up Unusual Suspects for Disability Insurance
“Round up the usual suspects” is just one of many memorable lines from the classic movie Casablanca (celebrating its 75th anniversary).
Recent Posts
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- The Tale of Two Business Owners: How Classification Impacts Disability Benefits
- The Surprising Correlation Between Cross-Selling and Retention