SALES IDEA: Creating a Cross-sell with Life Insurance

If a client is only planning for when they’re no longer here, they’re leaving themselves and their family unprepared for the present.

Life insurance is a large piece of a client’s income protection strategy – but it’s not the only piece. If your client were to become sick or injured and was unable to work, it’s likely their life insurance policy would provide little to no help in securing their financial stability. A disability income protection policy can work alongside life insurance to provide financial protection clients can use today.

Learn more about implementing the Creating a Cross-sell with Life Insurance Sales Idea here.
 

Another New Sales Idea for DIAM
 

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