[REPLAY] DI Stepping Stones: Module 4 – Information Gathering (Know Your Client) from Ameritas

Recorded 08/04/2026 

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. 

Module 4 helps you get to know your client, which is a key aspect of helping them to meet their financial goals. This module is about having a conversation to truly understand the need and create the strategy.