Disability

Clearing the DI sales hurdle

Disability income (DI) insurance isn’t the sexiest or most lucrative offering in an insurance advisor’s lineup. But DI is an important part of the puzzle for anyone who makes a point of offering holistic advice.

By Kate McCaffery |November 23, 2011

5 min read

Pitching disability coverage

Picture this: You have a client - 10 years away from retirement - who comes to you for retirement advice. You spend several hours, maybe a full day with him, going over many different retirement scenarios.

November 21, 2011

3 min read