by Heather Sloan | Mar 9, 2023
Your Go-To DI Needs Analysis Form Increase Your Quoting Success Our all-new DI Needs Analysis Form helps you capture pertinent information that will increase the odds of successfully selling the case. This form will guide you through the process of: Determining the...
by Heather Sloan | Feb 10, 2023
10 LITTLE KNOWS SECRETS About Selling Disability Insurance to Doctors Are You Ready to Crack the Doctor Code? In the world of income protection, there’s no better market than physicians. If you find a way to consistently help doctors, you will pave the way to a...
by Heather Sloan | Jan 4, 2023
Client Handout: Using an HSA to Pay for Long-Term Care Your clients need a good way to pay for long-term care. One potential solution is to purchase a long-term care insurance policy and pay the premiums from funds saved in their Health Savings Account (HSA). This...
by Heather Sloan | Dec 23, 2022
Get Your Buy-Sell Agreements Guide & Client Handout Buy-sell agreements funded by disability insurance are essential succession planning tools. Download this guide to learn: How disability buy-sell agreements work Three types of agreements to consider Business...
by Heather Sloan | Nov 4, 2022
Free Case Study:How CPT Codes Can Impact Physician Disability Benefits CPT codes are not just for billing. They can also be used to determine benefits for disability insurance claims. This case study illustrates why that matters in disability insurance case design....
