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Disability insurance is the gravy that makes financial plans sing. It protects your clients’ incomes and makes all other financial goals possible. So, the next time you’re selling life insurance, offer your clients disability insurance too. Just think … your client:
- Already knows and trusts you.
- Has a demonstrated financial protection mindset.
- Is ready to buy, and clearly has discretionary income.
- May already be underwriting-qualified from the life insurance sale.
- Will appreciate the security of knowing his or her income is protected.
- Will be more loyal if you’ve satisfied all his or her needs.
- Won’t ever have a reason to sue you for errors and omissions if you’ve shared the very urgent need for income protection.
Complete the form to the right to download Insurance Cross-Selling 101