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...

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....

We can help you to write your first Disability Insurance (DI) policy or assist you in generating more production in the Disability Marketplace.  Remember to ask your client’s about how they would pay for their various living expenses in the event that they could not earn their income at work due to sickness...

It's common for advisors to jump to the solution before making sure their clients comprehend what is at stake should they get sick or hurt and not be able to work and provide an income. The first step, and the most important, is conveying the necessity for income protection to your clients. Start by finding...

We often hear advisors mention they don't offer Individual Disability Insurance policies because their client base already has protection through an employer plan.  While many advisors may choose to move on to another aspect of the client's financial picture, it's the experienced advisor that sees the true...

Many middle-class Americans who face cancer, heart disease or other serious illnesses also face thousands of dollars of debt.  Even with Health Insurance, the additional cost for specialist care, unique treatments, and high deductibles add up quickly upon a critical illness diagnosis. Fundraisers on crowdfunding...

Selling an Income Protection Insurance policy can be challenging, especially when your clients become overwhelmed with the terminology and options available. Often times your prospects don’t know the criteria for the policy that suits their needs.  It is your job to help them find the best fit while...

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...

With the access you have to your clients’ financial plans, comes the responsibility to protect their most valuable asset – the ability to earn a living. Insurance is available for everything from a car to a cell phone, and it’s vital to remind your clients that those things don’t exist without...