Don’t Fumble Income Replacement
October 2021 | 43 minutes
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Clients need to protect their family and their paycheck. Make the handoff from term insurance opportunities to disability insurance with a smooth income replacement strategy, including:
- Ash Instant Term: Learn how to get term insurance instantly, and to fit it into your client’s overall financial plan
- Unique DI Solutions: There’s more to DI than just signing up for your group plan. Find the right balance for each client's unique situation
- Putting It All Together: Strategies for placing “easy” term coverage, pivoting from easy term to DI, and resources to make DI easy