[WEBINAR] DI Stepping Stones: Module 9 – Policy Maintenance from Ameritas
Tuesday 09/22/2026 at 10:00 am - 11:00 am CDT
Over the next couple weeks, we will finish up our DI Stepping Stones training program which was designed to be used from start to finish as a primer for everything related to the DI insurance sales process or used by experienced producers as a refresher to stay on top of their game. This week we will play Module 9 and then have a live discussion session thereafter with the creator of the program Scott McCarthy – regional vice president for the West region.
Over time, plans may evolve as clients change jobs, increase their expenses or income, or as they get closer to retirement age and don’t have the same concerns about income replacement as they did when they were younger. Learn how to manage policy maintenance after issue.
Over the next couple weeks, we will finish up our DI Stepping Stones training program which was designed to be used from start to finish as a primer for everything related to the DI insurance sales process or used by experienced producers as a refresher to stay on top of their game. This week we will play Module 9 and then have a live discussion session thereafter with the creator of the program Scott McCarthy – regional vice president for the West region.
Over time, plans may evolve as clients change jobs, increase their expenses or income, or as they get closer to retirement age and don’t have the same concerns about income replacement as they did when they were younger. Learn how to manage policy maintenance after issue.
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