Join us on May 10:
Provide and Protect Income for Your Clients (DIAM Special!)

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 provides disability insurance coverage
  2. Evaluate how policies are created to replace retirement plan contributions 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.
How to Join

Premier Members: Log in and sign up with the link below in the “Helpful Resources” section.

Basic Members: Watch your email for your link to join for free. Contact us to verify you’re on the list.

Non Members: Contact us to review your options to join this session.

What Advisors Think of this Session

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Presenter(s) Rating
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Here’s what advisors said last time we discussed Disability Insurance on Power Session LIVE:

We asked participants: What’s the one best thing you learned from this presentation? What are you going to do differently in your business now that you’ve heard these ideas?

“Valuable disability discussions. I AM EXCITED ABOUT THE FULL SERVICE AUTO-PILOT MARKETING PROGRAM!” – Vern Swegle

“The importance of DI. Get more knowledgeable about DI and make it a part of presentation. I appreciate your sessions.” – Barbara Cottrell

“Use the ranking of most important to client among different type of insurance as an initiation of talking about Disability Insurance. Disability Insurance is more important than Life Insurance – Important to initiate that type of conversation. The presenters are very knowledgeable of the subject matter and topics are relevant to our professional practice.” – Petula Moy

“Do what “The DI Geek” does. Just ask.” – Joseph Guess

“I should try to sell some DI insurance. I will look at DI sales more.” – Marsha Walls

“Family Care Benefits. Talk to more wholesalers as potential clients. Thought both Q & A sessions were also informative!” – Joe Anthes

“Better understanding of difficulties disabled people face. Incorporate these stories more – and start selling DI more frequently.” – Anthony Melsi

“Ask! Ask more of my clients about DI.” – Josh Sirek

“Ways to talk about Disability Protection. Ask more DI questions.” – Mark Kokosko

“The extent of the financial loss of income and how it tears apart the fabric of families when a disability happens. The ideas of information that can be used to inform clients the need. I can also see the agents need to conform with BICE rules to do what is right for our clients and ourselves. Review the last 16 months of appointments and contact clients and prospects about DI.” – James Sharpe

“Look for Jason’s white paper!” – James Van Ham

“To become more active to market DI going forward! Look at ways to market more aggressively for DI.” – R.Terry Lawson

“New angles on DI. Already going for the upgraded Real Wealth Marketing system.” – Allan Jensen

“Reinforce the need for EVERYONE to have DI. Be more vocal to my friends, family, and clients about the risk.” – Terri McDermott

“That I need a process to present DI. Create a process.” Lisa Rydzefski

“Ranking various insurance protections (home, car, retirement, health, and income), and then also talking about related deductibles. Thanks! Adjust my protection presentation. Thanks for the upgraded content, which adds value and justification to membership!” – Phil Andrews

“Follow a process.” – Lisa Ascencios

“Jason’s DOL update. A.S.K to G.E.T. more DI sales. As always, excellent presentations and stimulating thoughts for moving forward.” – Roger Relfe

“I need to prepare much better concerning DI before I present a proposal. I’m going to prepare more.” – Dana Hayes

“DOL update was great.” – Steve Milazzo

“Bullet points for discussion on DI. Make opening question.” – Rusty Donohue


Helpful Resources