Download Your Return of Premium Rider ResourceDo you need a new way to overcome price objections? Many disability insurance companies offer a return of premium rider, which can be the perfect solution for clients who worry they’ll never use their benefits. Before...
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Four Stories LP (Halloween)
Four Ways out of the Haunted House of DI HorrorsDealing with severe health problems can be like being stuck in a haunted house of horrors. At the entrance, you have a debilitating illness or injury. As you go along, the frights continue with mounting hospital bills...
Summertime Selling Sensation
Three Legendary Sales Handouts to help you become a summertime selling sensation!Ready to Level Up Your DI Sales? This summer, many of your competitors are kicking back, which makes it an ideal time for you to kick your sales into overdrive. To help, we’re sharing...
Elimination Period Eliminator LP
How to End Elimination Period InfractionsWhen your clients purchase DI, they choose an elimination period – often 90 days. Do you tell them that 90 days is really 120 days? If not, you’re vulnerable to the most vicious reputation-killer in the industry: An E&O...
Advanced DI Planning Playbook LP
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...
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...
