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Protect Your Clients' Brokerage Accounts and Income

Host/Speakers:

  • Kenny Russell, Director, DI Sales, Crump
  • Josh Lubas, Disability Leader, MassMutual Strategic Distributors (MMSD)

 

Join Kenny Russell, director, DI Sales at Crump and Josh Lubas, disability leader, MMSD, as they discuss the importance of income protection as part of a comprehensive financial plan and significantly important DI sales concepts such as:

  • Simple ways to discuss DI with new or existing clients
  • Overcoming objections to purchasing disability insurance
  • Improving placement percentages by better understanding field underwriting, setting appropriate expectations, and the key to placing other-than-applied for cases

 Also in this session, they will discuss MMSD’s Simplify tool, which specifically illustrates the impact that having a disability can have on the security of your clients’ brokerage accounts and simple ways to help protect against that.

 

Please join us to learn more about how you can protect your clients from a potential life-changing risk!  
0123 SOLC23-11060-A 0724 

Guaranteed issue is done on a case-by-case basis; however, Lloyd's (specifically Hanleigh) requires that the coverage be mandatory for all in that class of employee down to a minimum of three lives. The class could be all considered executives in the company (including owners working full time); if it is a law firm, it could be all partners. Lloyd's can do guaranteed standard issue on supplemental individual DI, or business products such as key person.

For Financial Professional Use Only. Products and programs offered through Crump are not approved for use in all states. Not all applicants will qualify for coverage. Policy terms, conditions, and limitations will apply. Crump does not provide any tax or legal advice. Insurance products are available through Crump Life Insurance Services, LLC, AR License #100103477. Variable insurance material is for broker-dealer or registered representative use only.

© 2023 Crump Life Insurance Services. All Rights Reserved.