Archive | May 2015

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Top 5 Reasons Why Producers Don’t Sell Disability Income Insurance (and How to Change This!)

As many producers in our industry have discovered, cross-selling can be a lucrative part of your practice. While many of us out there have a “favorite” line to sell (life insurance, annuities, health insurance, etc.), secondary product lines such as disability income (DI) insurance are unquestionably a vital component of a client’s overall financial plan. However, many […]

Mother’s Day 2015: Top 6 Things To Remember When It Comes To Your Female Clients

With Mother’s Day right around the corner, many of us find our thoughts turning towards the special women in our lives. But did you know that there are some unique things to take into account when it comes to planning for your female clients? When it comes to life insurance and retirement, studies have shown that […]