Why talk to your clients about Disability Insurance (especially right now)?


When it comes to Disability Insurance, you can talk to anyone! No one expects an illness or disability to strike, let alone keep them out of work for a long time. Without disability insurance, 50% of Americans said they would use their savings to help them meet expenses if they were unable to work due to illness or injury.  This statistic from a new Life Happens survey, "The New American Milestones" highlights the need for a reality check when it comes to protecting families and their financial future.

Disability Insurance Awareness month is meant to highlight for people what can happen and that it is possible to have a plan in place before it does.  These videos are client-friendly and are stories of people like them who have experienced the reality that a disabling event can happen to anyone at any time. 


To put together a good plan for Disability Insurance Awareness Month, we recommend the following steps:

  1. Gather your favorite resources. 

  2. Create a contact list using your current book of clients as well as any new leads from Social Media, referrals, friends, & family that you can talk to...or talk to Tricia about how UMS can help you build up your current list.

  3. Send/Share resources to create understanding and awareness about the importance of Disability Insurance. 
    (use Social Media, Email, Mail, Phone, etc.)

  4. Follow up and set appointments with those interested in learning more.

  5. Discuss their needs and address any questions or objections.

  6. Follow up again with those who need to "think about it." 

  7. Contact UMS for more individual case help!


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Disability Income Awareness month 5 Ques
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Designed for insurance financial professional use.

Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600