Selling DI
Could Ignoring Disability Insurance Sales Lead to Lawsuits?
Many financial advisors and insurance sales representatives pride themselves on creating comprehensive financial plans for their clients. They ensure life insurance is in place, retirement accounts are funded and estate plans are structured properly. However, one crucial piece of financial protection is often overlooked: disability insurance (DI).
Identifying New Disability Insurance Prospects
In sales, having a differentiator can be the key to success. We rely on product knowledge, streamlined processes and likable personalities to stand out from the competition. But in a crowded marketplace, where prospects are constantly bombarded with offers, finding a truly unique angle can make all the difference.
Supreme Court Ruling Highlights Tax Implications for Buy-Sell Agreements
When business owners craft buy-sell agreements, one critical goal is ensuring a smooth transition of ownership in the event of an owner’s death. However, the Supreme Court’s June 2024 decision in Connelly v. United States (PDF) highlights how the structure of these agreements can have significant and unexpected tax consequences. For those relying on entity purchase agreements funded by life insurance, this ruling could result in substantial estate tax liabilities.
Demand vs. Lead Generation: Understanding the Differences and Maximizing Results
In the world of marketing, demand generation and lead generation are two crucial strategies that often get used interchangeably. However, while they share the ultimate goal of driving business growth, they serve different purposes and require distinct approaches. Understanding the nuances, benefits and challenges of each can help you craft a balanced marketing strategy that drives both awareness and conversions.
Disability Insurance Providers and Errors and Omissions Insurance
Disability insurance is a vital safety net for individuals, offering income protection when illness or injury prevents them from working. Providers of disability insurance play a critical role in ensuring that clients receive the benefits they need when life takes an unexpected turn. However, the nature of this service comes with its own risks. Even with the best intentions, mistakes can happen—whether it’s a misunderstanding, an administrative error, or a failure to provide complete information.
The Pros and Cons of Using Text Messaging for Business
In an increasingly digital and fast-paced world, communication methods are constantly evolving. One of the most prevalent forms of communication today is text messaging. Its use spans personal interactions to business transactions, including the sale of disability insurance. While there are numerous advantages to using text messaging for disability insurance sales, there are also notable drawbacks. Let’s delve into both sides of the coin.
Selling Disability Insurance: A Storytelling Approach
In the realm of insurance, few products carry as much weight as disability insurance. This crucial coverage often gets overlooked, yet it serves as a financial lifeline when life takes unexpected turns. To truly understand its value, let’s explore the benefits of selling disability insurance through the lens of storytelling.
Disability Insurance Marketing Ideas
Predicting which marketing trends will truly benefit your business is a significant challenge in any field, including financial advisory and disability insurance. Leveraging the right marketing trends can give you a competitive edge and create new avenues for business growth and reputation building.
7 Reasons Financial Advisors Should Sell GSI Disability Insurance
Are you interested in growing your disability income insurance sales big time? If yes, Guaranteed Standard Issue (GSI) is where it’s at! Selling GSI disability insurance can be advantageous for financial advisors and their clients for several reasons
Spring Cleaning Can Help Your Work Life
It’s about that time of the year where you re-organize your space and clear out the clutter. Spring cleaning for most looks like cleaning out closets, cupboards and garages. A lot of people like that feeling of being organized and prepared for the rest of the year. What if this could apply to your business? There are many things a business owner OR employee could do to make the rest of the year easier and more organized than any year yet.
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