Recently a good producer by the name of Brock Jolly came to me for help with a group of Podiatrists he works with. Brock’s primary company is Mass Mutual, but Brock shops every case for his clients to find the…
How to Let your Spouse Become an Insurance Company
Guest Blog by Mark A. Kinback, AVP Underwriting & Multi-life Sales at Principal Financial Group, Mark has over 35 years of experience in both underwriting and individual disability income marketing. As the parent of four children, I felt pretty good…
Metlife’s Departure from Individual Disability Insurance sales leaves a Gap
As reported on April 20, 2016, Metlife will discontinue individual disability insurance sales on September 1, 2016 (they will continue to offer GSI and underwritten policies that supplement GSI policies). Most of the remaining insurance carriers that offer individual disability…
Disability Insurance Is Not Bought, It Needs to Be Sold
That disability insurance, unlike something like a nice dinner or even a cup of coffee, needs to be sold is a long accepted truth in the world of disability insurance agents and financial planners. Clients do not walk in the…
Lessons Learned from a Seasoned IDI Agent: Guest Video Blog by Steve Brady
Lessons Learned From a Seasoned IDI Agent By Steve Brady, National Accounts Sales Director at The Standard (Standard Insurance Company) Steve Brady is one of the most creative disability insurance specialist in our industry. Steve put the Standard on the…
Disability Insurance Sticker Shock and Job A, Job B
Sticker shock is a common problem in the disability insurance world, especially for new financial planners and insurance agents who have become used to the very low cost of term life insurance. The cost of a good DI policy, something…
Ameritas Video: “Income Matters”
May is Disability Awareness month, and there are lots of good marketing pieces go around. I particularly like this video from Ameritas, “Income Matters:” https://vimeopro.com/ameritas/ameritas/video/108612367
E-Apps, E-Delivery and Artificial Intelligence Are the Future (and it is happening now)
E-apps and E-delivery are here now at last. AI will arrive later, but arrive it will. A future blog will address AI. The insurance industry is not known for being on the cutting edge of technology–to put it mildly. And the…
Thanks for a great 2015 to our top Sales Partners
I had planned to post this a couple of weeks ago, but was distracted by a phone call from MetLife on the way back from the Keys. But I will post it anyway since I want to acknowledge our leaders…
MetLife to suspend IDI sales Sept 1st
My second blog post was planned as a happy retelling of our reward trip this week to Key Largo for our top Sales Partners here at dibroker east (Clarke Morris, Tim Murray, and Michael Tyler qualified)–that will have to wait.…