Disability Insurance Occupation Classes

Disability Insurance Occupation Classes

A lot of insurance agents shy away from selling individual disability insurance simply because it can be a complicated product. One reason for the complication is that the rates are dependent upon each client’s occupational risk class. To complicate matters even...
Include DI in Your Annual Financial Review Checklist

Include DI in Your Annual Financial Review Checklist

Financial health is never static. Because needs and situations change, an annual financial review is a critical tool that helps individuals keep on track with their financial goals. Unfortunately, some reviews leave out the most important component: income protection....
Income Protection for Dentists

Income Protection for Dentists

Dentists have invested a great deal of time and money into building their earning power and their practices. Many dentists don’t realize there are multiple tools available to protect their income and earning power. Since many dentists are also business owners, solid...