The Client Conversation You Need to Be Having
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If your client’s portfolio does not contain disability insurance, take another look. Most clients think “a disability won’t happen to me.” But their entire portfolio is likely dependent on their most valuable asset – their ability to earn a paycheck. Don’t let an unfortunate life event determine your clients’ financial goals. While we can’t predict the future, we can help you guide a conversation through the choices clients have surrounding paycheck protection. In this webinar, you’ll learn:
- How to target clients willing to have a DI conversation
- Key life stages where DI is important
- Five easy steps to open a meaningful dialog
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.
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.