Blog – Plus Group

Disability Buy Sell Plans

Presented by:
Lori Boggs
Sales Manager Met Life, DI

Please join The Plus Group® and Met Life DI

If you could find a market where virtually every business owner recognized a planning need but hardly any of them had completed this process, would that excite you? Disability buy sell planning could be your way to more sales. This learning call will explore the unique considerations of this business and the funding options which will help your clients assure the plan they make will turn into reality when disability strikes.

Please note, pre-registration is NOT needed

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Charge Up Your DI Sales Success – GSI

Presented by:
Steve Brady, 2nd VP IDI Sales
The Standard

Presented by:
Don Schamay, CFP, Disability Income Regional Vice President
The Principal Financial Group

Please join The Plus Group® and The Principal Financial Group

Underwriting can be an insurmountable obstacle when working in the employer sponsored market. However, you don’t have to face this possibility if you know the secrets of the Guaranteed Standard Issue market. For many carriers, this is the growth engine of the disability income business. Have you cranked up your DI sales with GSI business?

Please note, pre-registration is NOT needed for this Live

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Finding the Answer When Your Client Asks the Question

Presented by:
Barry E. Lundquist, CLU, President of the Council for Disability awareness

Please join The Plus Group® and The Council for Disability Awareness

The Council for Disability Awareness (CDA) is leading the way in the development of resources which will help you sell more by knowing more. Attend this informative Plus Group Audio Call and you’ll learn the secrets behind how the CDA’s research and tools will give you quick access to the answers to the questions your clients ask.

Stop fumbling around with old statistics and worn out lines. Get the straight

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The 5 Biggest Mistakes Salespeople Make on the Phone

Presented by:
Steve Kloyda, Prospecting Expert and Phone Power Guru

Please join The Plus Group® and Steve Kloyda

The 5 Biggest Mistakes Salespeople Make on the Phone

This special audio learning call – presented by The Prospecting Expert and Phone Power guru, Steve Kloyda – will help you turn the phone into your biggest ally. Don’t miss this dynamic session designed to help you avoid the errors that keep otherwise successful salespeople from achieving the success they desire.

Please note, pre-registration is NOT needed for this Live Audio conference. Participants should dial 888-262-0101, where they

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DI to the Max, Don’t leave your Clients Exposed

Presented by:
Tom Petersen of Petersen International Underwriters

Please join The Plus Group® and Petersen International

Please join us for this Full Max presentation of uses and needs for disability insurance that go beyond the traditional coverages. Not just crazy cases, but every day clients need special disability plans because of insufficient coverage, unique business or vocational issues, special situations including age or multi-national needs, and much more! We will show how the power of The Plus Group, using specialty disability plans can provide your client “The Max”!

Please note, pre-registration is NOT needed

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The Claims Process

Presented by:
Jim Poland, The Standard

Please join The Plus Group® and The Standard

Insuring the Uninsurable – Using Special Risk DI Plans to Grow Your Business.

The reason we sell disability insurance is to make sure our clients, their families and businesses are protected when they become sick or hurt and can’t work effectively. But what do you know about how the claims process actually works? This is a must attend learning call for those financial professionals that really want to understand how the policies they sell actually work. During this call, we

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Insuring the Uninsurable

Presented by: Bill Marshall

Please join The Plus Group® and Assurity

Insuring the Uninsurable – Using Special Risk DI Plans to Grow Your Business.

Not everyone is a specimen of good health. Throw in the morbidity standards used in disability insurance underwriting and you have a formula which results in some applicants not being offered a policy. The dreaded decline doesn’t have to be a deal stopper. Join this call and you’ll be amazed by some of the options your “less than healthy” clients have.

Please note, pre-registration is NOT needed for this Live

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Market Opportunities for Business Loan Protection

Find out how a business loan can derail a business owners Disability Income Plan and how you can help keep it on track!
Presented by: Kevin Quinn, Disability Income Regional Vice President
Principal Financial

Please join The Plus Group® and Principal Financial Group

The Business Loan Protection (BLP) rider is a competitive feature Principal Life Insurance Company offers on their Overhead Expense insurance contract (based on state approval).

During this presentation you’ll learn:

About features and benefits of the rider
How to approach new markets, including marketing through local banks
Techniques for closing the sale and
Sales opportunities that

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New DI Term Premium Conversion Rider

Presented by:
Metlife

Please join MetLife and The Plus Group®:

This rider was developed for clients who understand the need for Disability Income Insurance but don’t purchase it due to price.
During this call, we will discuss details of the rider, the opportunity, competition, sales ideas and end with Q&A.

Please note that pre-registration is NOT needed for this Live Audio conference. Participants should dial 888-262-0101, where they will be greeted by an operator and placed into the audio conference. Neither a Pass Code nor PIN number is needed to participate.

Please note that space is

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Affordable Protection for your Clients – Back to Basics

Presented by:
Greg Mazzei
Principal Financial, Regional Vice President

Please join Principal Financial and The Plus Group®:

To Get Back to the Basics

Join us and learn how to “get back to the basics” and provide risk protection products, such as individual disability income insurance to clients. During the live audioconference, you’ll learn:

Why risk protection products are important – disabilities do happen
How to keep a product design affordable while providing meaningful protection
Sales strategies to keep the offering simple
How to ask for the sale

Please note that pre-registration is NOT needed for this Live Audio conference. Participants

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