Bridge the Gap
Many Americans are living without sufficient savings and a lot are living paycheck to...
25Jun
28May
DI Statistics That Hit Home Hard
With the access you have to your clients’ financial plans, comes the responsibility to...
21May
The Art of Selling DI
Selling an Income Protection Insurance policy can be challenging, especially when your clients become overwhelmed with...
14May
Modern Day Disability
Modern day Disability insurers are forever fearful of accidentally over-insuring their clients. This is particularly true...
23Apr
Preparing Your Client for Interviews and Exams
There is no question that the insurance application process can be overwhelming to your...
16Apr
Underwriting for Sleep Apnea
One of the common underwriting concerns we see is Sleep Apnea, which is a...
31Mar
The Value of Pre-Qualifying Your Client
How many times have you worked with a client that appears to be in...
01Jan
Kathy’s Corner: A New Year, A New You!
Here we are, finally leaving 2020 behind, bravely entering 2021 with high hopes that...
01Jan
Kathy’s Corner: A New Year… A New You!
Here we are, finally leaving 2020 behind, bravely entering 2021 with high hopes that...