One of the many lessons learned during Covid-19 is the critical role that income plays in the lives of our working clients. And an interruption to that income when not working has the potential to catastrophically affect the financial plan.
We are pleased to have Brian Leet join us for a conversation on how to position Income Protection (AKA Disability Insurance) with your clients. Whether you’ve help clients with income protection before OR if you’ve never sold a disability insurance policy, you won’t want to miss this call. Brian has vast experience helping advisors and their clients with protecting their income using disability insurance.
Brian will cover:
• What is income protection
• How is it a complement to life insurance
• How to talk to your clients about it
• Who buys it
• How we can help/next steps
One of the many lessons learned during Covid-19 is the critical role that income plays in the lives of our working clients. And an interruption to that income when not working has the potential to catastrophically affect the financial plan.
We are pleased to have Brian Leet join us for a conversation on how to position Income Protection (AKA Disability Insurance) with your clients. Whether you’ve help clients with income protection before OR if you’ve never sold a disability insurance policy, you won’t want to miss this call. Brian has vast experience helping advisors and their clients with protecting their income using disability insurance.
Brian will cover:
• What is income protection
• How is it a complement to life insurance
• How to talk to your clients about it
• Who buys it
• How we can help/next steps
Details
Organizer