Don’t Fumble Income Replacement
October 26, 2021
There’s income replacement ... and then there’s a comprehensive income replacement strategy.
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
This session is part of the Fall Advisor Huddle
It's time to get new strategies for your insurance playbook. Each Tuesday for four weeks, we’ll spend 45 minutes together, with a targeted topic for each day. Join us for any or all the sessions, intentionally designed to put you on the offense while talking insurance with your clients. It’s an opportunity to explore different subjects and leave with real solutions to put into practice immediately. If you’re ready to gain ground with your clients and improve your overall performance, get off the bench and join the game!
Sam Rocke leads the Protection division at Ash Brokerage. He's driven to produce the best possible results for each individual, family or business as he assists by providing objective evaluations of new or existing coverage.
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.