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Planning For Paycheck Protection

May 2021  |  34 minutes

Your clients depend on income. It’s the foundation to their financial plan. Is the foundation secure? With individual disability insurance, you can provide comprehensive, competitive protection for your client’s greatest asset – their ability to earn a paycheck. Join us for a crash course on this highly needed, yet often undersold, solution. We’ll cover the basics such as terms and riders, as well as positioning coverage to set up future sales. You’ll walk away knowing how to:

  • Define an individual disability plan that fits your client’s needs
  • Identify the prospects who are most likely to take action
  • Overcome common client concerns during the conversation
  • Pivot if a case goes sideways or gets declined

We’ll also talk about other types of disability protection that will help round out your client’s financial plan.

Tim Kukieza
About the Host

Tim Kukieza leads our Disability Insurance team. He is passionate about the protection he helps to put in place. Tim knows coverage will dramatically and positively impact clients’ lives when they need it most.

Featured Speaker

Meghan Cormany helps advisors add value and protection for their clients through disability insurance. As a sales development specialist, she provides sales concepts, training and solutions to help integrate DI into existing planning conversations. Meghan has been an integral part of the Ash DI team since 2008 and is a leader in disability sales.