Dave’s DI Dispatch: Vol. 86

Why You Need Disability Coverage Many of your clients believe they have a solid financial plan to reach their goals, including maxed-out retirement savings and life insurance protection for the family in case of premature death.  But it is likely they have overlooked one crucial factor in their planning: the risk of injury or illness […]

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Dave’s DI Dispatch: Vol. 85

Take the 90 Day DI Challenge As we are approaching the final days of Disability Awareness Month, take with you the valuable strategies and marketing guidelines in the attached article, written by Joe Russo of Petersen International Underwriters.  Word of mouth advertising and business referrals that come directly from clients are an excellent source for future […]

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BKA Digest May 17, 2019

Announcing: Nationwide’s New Linked Benefit Product  On May 13th, Nationwide launched the linked-benefit LTC life insurance product,  Nationwide CareMatters II! CareMatters II is a flexible, competitively priced universal life insurance product with long-term care coverage.  It is designed with Flexibility, Choice and Protection to meet your client’s individual needs; Flexibility through cash indemnity LTC benefits […]

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