by Marcy Pruitt, DIA | Apr 23, 2018
Simply by taking the time to review his existing client files, broker Bob wrote a 5-life DI case generating $8,320 first-year commission and vested renewals and more future business – all guaranteed issue with substantial discounts. The client was very pleased. So was...
by Marcy Pruitt, DIA | Dec 4, 2017
“Round up the usual suspects” is just one of many memorable lines from the classic movie Casablanca (celebrating its 75th anniversary). Developing target markets for disability insurance often starts with the usual suspects, such as physicians, dentists, and...
by Marcy Pruitt, DIA | Oct 25, 2017
Raise your hand if the goals for your practice include: • Increasing revenues • Presenting a broader range of products to clients • Selling more lines of business to clients As common as these goals may be, they are often elusive – perhaps because you don’t have the...
by Marcy Pruitt, DIA | Aug 30, 2017
The wage gap has become a frequent topic in the national conversation. Perspectives and opinions vary about the causes, but one undeniable effect is financial insecurity in retirement. The most significant financial threat to women is the risk of living in poverty in...
by Marcy Pruitt, DIA | Jul 27, 2017
As an industry, awareness is increasing about the wide range of client needs – both the commonalities and the dissimilarities. Gender, age, ethnicity, economic background and other factors all come together to create the filter through which our clients make financial...
