My guest on episode 47 of the I Love DI Podcast is Jeff Peterson. Jeff is President of Truluma, a DI Brokerage General Agency headquartered in Seattle. Jeff is one of the most forward thinking BGAs in the business and I know you will enjoy hearing about his background and where he thinks the DI industry is headed.
My guest on Episode 46 of the I Love DI Podcast is Max Schmitz. Max is Brokerage Manager for DI & LTC Insurance Services in the San Francisco Bay Area. Max is a 3rd generation insurance professional and I know you will enjoy looking at the disability insurance industry through the lens of a millennial.
In Episode 43 of the I Love DI Podcast, I am going to answer 5 questions that I continually get from producers.
The 5 questions are:
- Was is the impact of Met leaving the individual D.I. business?
- How does NML sell so much business?
- Will new carriers enter the D.I. market?
- How do we get “non traditional” producers to sell D.I.?
- What is the biggest untapped source of business for D.I. production?
With almost 40 years of underwriting experience, many of which have been focused on the Guaranteed Standard Issue market, Mark has a unique vantage point of what is going on in the GSI marketplace.
If you are involved in the GSI market, this is an episode you do not want to miss.
In Episode 29, I interview Reed Schnittker. Reed is President of PGT, a Brokerage General Agency located in Dallas, TX.
Reed is a long time veteran of the D.I. Industry and his firm is a leading producer for several insurance carriers. He will share some great insights as to where the D.I. industry is today and what he thinks the future looks like.
This May, the Council for Disability Awareness invites you to embark on an income protection journey through every life stage, starting with millennials and continuing up through the generations to those nearing retirement. Each week during May, the Council will focus on a different group using blog articles, actionable eBooks and workbooks, visuals, and social media content. In this webinar you will learn about the resources you can use to get the attention of clients and prospects.
Join The Plus Group and The Standard and learn more about Disability Insurance (DI) Guaranteed Standard Issue (GSI)
This presentation will provide a general understanding of what GSI is and the value that it can provide advisors and their clients. It will also cover different selling strategies, where the market is seeing success, and real life case examples.