Download The Advanced DI Planning PlaybookGet Strategies to Stand Out with Sophisticated Clients! This all-new Advanced DI Planning Playbook contains a collection of next-level coverage strategies for advisors who serve the high net worth and business markets. Learn...
the dis blog
Layering Coverage to Protect High Earners LP
Free Download: Layering Coverage to Protect High EarnersIn extreme weather conditions, one shirt won’t cut it. You’ll need a shirt, a sweater and a coat. The colder it is, the more layers you’ll need. It’s the same with disability insurance. If a client suffers an...
DI Needs Analysis & Get Started Guide
Download Your DI Needs Analysis Form& Getting Started GuideIncrease Your Quoting Success We’ve all heard the phrase, “Garbage In, Garbage Out.” It certainly rings true in disability insurance quotes. Our all-new DI Needs Analysis Form helps you capture pertinent...
Needs Analysis LP
Your Go-To DI Needs Analysis FormIncrease 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...
Little Known Secrets for Selling DI to Doctors
10 LITTLE KNOWS SECRETS About Selling Disability Insurance to DoctorsAre 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...
Paying for LTC with HSA
Client Handout: Using an HSA to Pay for Long-Term CareYour 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...
Buy-Sell Agreements Guide LP
Get Your Buy-Sell Agreements Guide & Client HandoutBuy-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...
CPT Codes LP
Free Case Study:How CPT Codes Can Impact Physician Disability BenefitsCPT 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....
IRS Code 162
Download Your Guide:How to Use IRS Code 162 to Provide Executive Benefits for the C-SuiteThe IRS Code 162 executive bonus plan is another tool businesses can use to attract, motivate, reward, and retain key employees. Companies can use tax-deductible dollars to meet...
Social Guide
Download The Insurance Agent’s Guide To Mastering Social MediaIf you’re not active in social media, you’re ignoring a huge potential insurance market. This guide will show you how to leverage the only free advertising tool that can potentially reach 72% of American...
