Case Study: DI for Banking Executives

Have your financial professionals considered speaking to Bank Executives about the importance of protecting their income with disability income (DI) insurance? Take a look at our latest case study to get a head start. 

Meet Seth, a hypothetical client: 

• 45-year-old male, married with children
• Banking Executive
• $235,000 total annual income ($170,000 salary/$65,000 bonus)
• With some retirement savings and actively saving for children’s college tuition
• Wants to help ensure he has enough DI should he become too sick or hurt to work 

To help financial professionals decide if their bank executive clients would be a good match for disability income insurance, we have created a new case study illustrating three different insurance options, while highlighting numerous marketing resources that can help start the DI conversation.