Income Protection Dashboard
Business owners must protect their income and their business if they cannot work due to a serious illness or injury.
If your expertise is in Financial Planning, Health Insurance or Life Insurance, watch these videos for tips on how to pivot the conversation to income protection.
The Disability Dialogue
The top three generations in the workforce all share similar financial concerns when it comes to lost wages. About 71% of Baby Boomers, Gen Xers and Millennials worry about lost income if they can’t work, and 52% worry about support if they do become disabled. Even though these three generations have similar financial concerns, it’s important to understand what motivates each group to determine what a client may need or value in their current life stage. How do you start the conversation with individuals who are in different life stages and generations?
Tips for Quicker Underwriting
Here are three time-saving tools.
The Standard’s IDI Connect provides monthly income protection sales insights.
Secura Consultants, 6465 Wayzata Boulevard, Suite 920, Minneapolis, MN 55426 / 855-224-5400 / email@example.com