Help Clients Understand Income Protection Options

When meeting with clients and prospects, it’s important to take into consideration all their income protection needs. This not only helps your clients and prospects meet their needs and goals, but it also helps you build better relationships with your clients.

Use the Cross-sell Piece for Existing Consumers flyer to help clients understand the various tools and solutions available for protecting their income. The flyer allows you to continue to focus on disability income insurance while also introducing life insurance and long-term care insurance into the conversation.

The flyer makes a great leave-behind piece and provides a great opportunity for follow-up conversations with clients.