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Disability Income Seller’s Guide – Understanding the Basics
February 17 @ 11:00 am - 12:00 pm
We know your clients, or your client’s children, are asking for income protection options more now than ever before. If you are passing this opportunity along, you’re leaving easy business on the table and leaving huge gap for the client’s financial protection.
Join Macy Lenertz of Assurity to discuss the basics of DI.
Here’s a few things you’ll take away:
1. Understanding of what disability income does
2. List of questions to ask your client
3. Most valuable tools to use during a disability income client discussion including a fact finding worksheet and how to complete it
4. General underwriting overview
5. Tips on how to close the sale