Monthly Archives: May 2019

Key Person DI

Let me pose a simple, straightforward question, and I hope you can put emotion aside.  What would happen to your business if you became disabled and were unable to work for a period of time or even at all ever again?  Now I want you to really try to give this sincere, unbiased thought, and […]

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The 90-Day DI Challenge (Part 2)

Spurred-on by social media and business marketing platforms, personal-growth “challenges” are all the craze in recent years.  Examples like the “ice bucket challenge” that successfully raised public awareness for ALS foundations as well as individual fitness and weight-loss challenges that have helped private boot camps and gyms bolster membership numbers.  These highly-publicized self-help programs have […]

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New Product Alert! – The Simplified Underwriting DI Plan

Like life insurance products, disability programs come in many different shapes and sizes designed to fit varying client needs and budgets.  But acquiring sufficient amounts of DI can be challenging and time consuming to both broker and client alike. To make the challenge of attaining excess disability insurance much easier and more engaging to high-net-worth […]

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Asset & Income Protection Positioning: Think DIfferent

Join Robert for a captivating presentation as he discusses some thought-provoking and unique ways to identify gaps in financial planning from a recent presentation to more than 200 insurance producers. Learn how to turn these unique financial gaps into opportunities for attracting new prospects. Robert Clark is a Regional Vice President (Western) with Petersen International […]

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