DI discussion checklist

By Staff | November 23, 2011 | Last updated on November 23, 2011
3 min read

Do your clients have adequate protection in the event they become ill and unable to work? If not, now may be the time to initiate a discussion with them about owning an individual disability insurance policy. Let them know where their coverage may be lacking if they are part of a group policy. Use this checklist as a script to cover the bases when talking about disability insurance to clients.

1 According to the 1985 Commissioner’s Individual Disability Table A.

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The staff of Advisor.ca have been covering news for financial advisors since 1998.