Insurance and Financial Advisors help their clients save and prepare for retirement, but have you thought about what would happen to your clients' retirement dreams if they became too sick or hurt to work and could no longer: Save for retirement? Contribute to their qualified retirement plans...

Disability Insurance is designed to protect against income loss due to an insured’s injury or sickness.  But what happens if they need to take time off work to care for a loved one who is seriously ill — such as a child, spouse or parent? More than 65 million U.S. adults provide care for a loved...

Injuries and illness happen, and even when your clients have medical insurance, out-of-pocket medical bills can pile up, putting a strain on their financial security. Clients may budget to meet their annual deductible in their medical insurance plan, but many are not prepared to handle the additional...

With medical advancements, people are able to survive critical illnesses which may in the past have resulted in a death.  While your clients can rest easy knowing they have a higher chance of survival if they receive an unsettling diagnosis – they also have to afford living with the condition, which...

Capital Management Firm Case Study Client: A Southern California based Asset Management & Investment firm managing a portfolio of $17 billion. Situation: The CEO wears many important hats—CEO, President, Chief Investment Officer, Market Strategist—as well as overseeing all the firm’s U.S....

Improve your Disability Income (DI) sales with any or all of the numerous marketing assets we have available for your immediate use. We are here to help you design and add customized marketing materials to your catalog of DI sales tools. Some of the marketing tools we offer include: E-mails – Several...

The M.U.G. plan is a new innovative Disability Insurance sales concept that helps provide your clients with funds in the event they become disabled. This simple approach will help open doors to new opportunities and possibly allow you to up-sell to clients who need more coverage. The M.U.G. plan is designed...

With medical advancements, people are able to survive critical illnesses which may in the past have resulted in a death.  While your clients can rest easy knowing they have a higher chance of survival if they receive an unsettling diagnosis – they also have to afford living with the condition, which...

Clients purchase insurance to protect themselves and their families from life’s unknowns. With Disability Insurance, clients can sleep through the night knowing that if they were to wake up sick or hurt – financially, they’d be okay. But what happens when your clients remain healthy throughout...

Summer is almost here!  And many of your clients are starting to get out and enjoy their favorite outdoor hobbies - riding motorcycles, mountain climbing, rafting, boating, etc.  But what happens when fun in the sun results in an accident?  One that temporarily prevents your client from returning...