Practice

DI discussion checklist

Use this checklist as a script to cover the bases

By Staff |November 23, 2011

3 min read

Does your client need global insurance?

Your client starts ventures around the world. While he’s concerned with rustling up capital and breaking ground for new offices, there’s one issue you must raise: global insurance for his employees.

By David Wm. Brown |November 23, 2011

2 min read

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

How to master your e-mail

Important client e-mails can be lost in the daily deluge of information. Here are three inexpensive ways to help you manage messages.

By Kevin Cork |November 18, 2011

3 min read