Download The Advanced DI Planning Playbook

Get 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 how to:

• Increase assets under management (AUM)
• Leverage IRS Code 162 to protect executives
• Set up a DI policy to support a buy-sell agreement
• Layer coverage to protect high earners
• Give doctors better protection by understanding how CPT codes affect coverage
• Help clients to use HSA plans to pay for long-term care coverage

This unparalleled resource should be in every top-performing advisor’s repertoire. Even if you don’t have clients in these scenarios now, you may in the future.

Complete the form to download your free Advanced DI Planning Playbook now​