[REPLAY] DI Stepping Stones: Module 3 – Approach Talk from Ameritas

Recorded 07/28/2026

During the next two months, we are changing up our DI Connect with Us sessions. We plan to run through 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. Each week we will play one module and then have a live discussion session thereafter with the creator of the program Scott McCarthy – regional vice president for the West region.

In Module 3, you will learn several key points to keep in mind as you approach your clients about a protection plan that includes DI insurance.  

We have made these sessions more interactive and for anyone who answers all of the quiz questions, we do a drawing of those names, and the name chosen will get a choice of one of these prizes: