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Provide and Protect Income for Your Clients (DIAM Special!) (Webinar Purchase)


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What You'll Learn

If your clients stopped working today, would they be okay?

It’s Disability Insurance Awareness Month!

Do you focus on life insurance, securing Assets Under Management or wealth transfer? Do you assume your clients will work until retirement? Have you considered what would happen if they can’t?

During this session, David will help you evaluate the broader implications that an unexpected accident or illness can have on the financial well-being of a client, their family, and their business!

Protecting a client’s income, overhead expenses and retirement plan contributions will help clients avoid having to liquidate assets of invade retirement accounts to cover expenses. By providing this important insurance, you can deepen your client relationships, salvage your clients’ retirement, and create additional revenue.

This session features David Blake, a top DI agent who, in collaboration with colleagues, has put over 10,000 policies in force throughout his career.

Key Takeaways

Key Takeaways:

  1. Identify hidden pitfalls in a client’s employer-provided disability insurance coverage
  2. Evaluate how policies are created to replace retirement plan contributions and to create a more secure long-term financial plan
  3. Evaluate if your business owner clients have taken steps to make sure their businesses have enough revenue to cover overhead expenses until they recover