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Read a true story about how a financial advisor made a big difference in one client’s life. It all started with a conversation…
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Make the most of Disability Insurance Awareness Month in May by talking about why income protection matters. It’s easy with these ready-to-share posts.
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Which definition of disability is right for which clients? The strong Regular Occupation definition that’s built into Platinum Advantage? Or the Own Occupation Rider? Take our quiz.
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Preparing yourself and your clients for the application process is a smart step with big payoffs. Get quick tips on how to get up to speed, save time, set expectations and build trust.
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Tip: Open a conversation with a real-life example. Keep an eye out for local news stories about unexpected events that left someone disabled.

Example: “Here’s a local [insert occupation] who was fit and healthy, then out of nowhere, this [insert disabling event] happened to him or her. How would you cope if something happened to you and you couldn’t work?

Combine Platinum Advantage’s strong contract, special resident underwriting rules and the Residency Multi-Life Discount to provide exceptional value to residents. Plus, check out our new Platinum Advantage for Residents flyer.
Look no further than Simplified Underwriting for a quick and easy application process. Read this article to learn how it works and who qualifies. It also offers examples of clients who are a good fit for Simplified Underwriting.