Download the LTCI Premium Tax Deductibility GuideClients often ask if LTCI premiums are tax deductible. The answer is … It depends on whether you are buying LTCI as an individual, an S-Corp or a C-Corp. This at-a-glance guide shares: Key LTCI plan concerns Tax...
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Voluntary Supplemental Disability Insurance Case Study LP
Download the Voluntary Supplemental Disability Insurance Case StudyNeed to help employers and employees understand the crucial importance of voluntary supplemental disability insurance? This case study makes the point crystal clear. Learn how this crucial coverage...
Business Loan Disability Insurance Case Study LP
Download the Business Loan Disability Insurance Case StudyWondering how you can specialize in Business Loan DI? Read this case study to learn how one agent expanded his book of Business Loan DI clients. You will learn: Who needs Business Loan DI How to facilitate the...
Double Income LP
Want to know the secrets of the industry’s most elite insurance producers?Download the "Double Income" report now >Ever wonder why there’s such a huge gap between top-performing producers and everyone else? In many cases, top-performing insurance producers have the...
Return of Premium Rider LP
Download Your Return of Premium Rider ResourceDo you need a new way to overcome price objections? Many disability insurance companies offer a return of premium rider, which can be the perfect solution for clients who worry they’ll never use their benefits. Before...
Four Stories LP (Halloween)
Four Ways out of the Haunted House of DI HorrorsDealing with severe health problems can be like being stuck in a haunted house of horrors. At the entrance, you have a debilitating illness or injury. As you go along, the frights continue with mounting hospital bills...
Summertime Selling Sensation
Three Legendary Sales Handouts to help you become a summertime selling sensation!Ready to Level Up Your DI Sales? This summer, many of your competitors are kicking back, which makes it an ideal time for you to kick your sales into overdrive. To help, we’re sharing...
Elimination Period Eliminator LP
How to End Elimination Period InfractionsWhen your clients purchase DI, they choose an elimination period – often 90 days. Do you tell them that 90 days is really 120 days? If not, you’re vulnerable to the most vicious reputation-killer in the industry: An E&O...
Advanced DI Planning Playbook LP
Download The Advanced DI Planning PlaybookGet Strategies to Stand Out with Sophisticated Clients! This all-new Advanced DI Planning Playbook contains a collection of next-level coverage strategies for advisors who serve the high net worth and business markets. Learn...
Layering Coverage to Protect High Earners LP
Free Download: Layering Coverage to Protect High EarnersIn extreme weather conditions, one shirt won’t cut it. You’ll need a shirt, a sweater and a coat. The colder it is, the more layers you’ll need. It’s the same with disability insurance. If a client suffers an...
