The PIU Communicator Library
Upselling and Cross-Selling DI Products - 12/13/2022
As you and I are financial professionals, the products and ideas we offer assist our clients, making their lives and the lives of their loved ones more economically secure. The benefits we suggest and the business we transact can better consumer lives. Most importantly, we sell peace of mind. But virtuous notions aside, we are […]
A New DI Frontier - 12/05/2022
In this era so dominated by social media platforms and by the Millennial and Generation Z mindsets, fame has found its way to persons of many genres, talents and walks of life that tend to push the boundaries of the traditional, perhaps antiquated idea and role of “celebrity.” Our computerized world has groomed new outlets […]
Retirement Protection Through Disability Insurance - 11/30/2022
It is a common notion that one of the greatest financial fears of Americans is the possibility of outliving their money in retirement. Yet, these concerns don’t always lead to subsequent real-life accountability since most people of working age aren’t making substantial progress toward increasing personal savings. The detrimental cycle continues. We worry about having […]
Simplified-Issue Individual Disability Insurance - 10/31/2022
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. That is never truer than it is today, especially in the COVID era when we are […]
And Then There Was One! - 10/24/2022
Well not really, but… Over the past couple of years many small and large insurance brokerage operations have been bought up by other larger brokerage operations. At times, it has seemed like everyone was buying and selling their agency. For years we have espoused the need for a producer to utilize a top insurance brokerage […]
Layering Benefits to Effectively Safeguard Income - 09/27/2022
Common sense and assumption based on experience in the life and health insurance industry have led me to the realization, which I’m certain most of you have witnessed and will wholeheartedly agree upon, that most clients and hopeful prospects—most, not all—are in no way proactive when it comes to their insurance needs. No matter how […]