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What Does Freedom Mean to You and Your Clients?

What Does Freedom Mean to You and Your Clients?

On the Fourth of July, Americans will celebrate freedom with fireworks and barbecues. Specifically, the federal holiday celebrates the Declaration of Independence, but it’s also a good time to reflect on freedom in a broader sense. So what does freedom even mean? If...

It’s a Fantastic Time to Be Selling Income Protection

It’s a Fantastic Time to Be Selling Income Protection

Are you bullish on your DI sales for the rest of the year? You’re in luck. There are plenty of reasons to expect a favorable environment for income protection sales. Homeownership Is Up Many people bought homes during the pandemic. Now they need to protect those homes...

Seven Steps for More Productive Prospecting

Seven Steps for More Productive Prospecting

Do you avoid prospecting? Many advisors do, but that’s like avoiding success. You can’t grow your business or increase your revenue without new prospects. Here are seven ways to make your prospecting efforts more productive. 1. Identify your ideal prospect. An...

How to Sell More DI by Focusing on Your Last Five Clients

How to Sell More DI by Focusing on Your Last Five Clients

Most insurance brokers work hard searching for the next client. If this sounds like you, it’s time to work smarter, not harder. Some of your best prospects are the ones you’ve already developed a broker-client relationship with. Instead of spending a lot of time and...

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