Brady Serold, Senior Vice President of Disability Income, and Steve Walker, Vice President of Institutional Accounts, discuss a case study on how an inquiry for individual coverage on a new executive at a manufacturing company turned into a six-life [...]
Mike Sir from One Protection will join us to discuss the DI discussion and the innovative tool they created to facilitate client conversations. The Income Protection Software Analysis (IPSA) is a simple yet powerful presentation tool designed to decrease [...]
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is [...]
It has been nearly a year since we brought Brady Serold on board as our Senior Vice President of Disability Income to launch our DI line. Our Chief Distribution Officer and Managing Partner, Brendon DeRouin, and Brady will discuss why [...]
Brady Serold, SVP of Disability Income Solutions discusses what happens after the DI application is submitted.
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.