News

Courtney Wilson, CPA explains why doctors need own occ disability.

Own Occ Definitions of Disability

Doctors and medical professionals have always been the primary consumers of private disability insurance.  They see the consequences of disability firsthand every day as they treat sick and injured patients. …

Are you a Risk Mitigation Super Hero?

Are you a Risk Mitigation Super Hero? … You can be! In this edition of the FIG we offer some perspectives on why it’s important to coordinate “Living Benefits” into your insurance …

Chronic Illness Riders

CEO of Fortify Insurance, Susan Wilson, discusses a great solution for clients that have been declined for LTC, LTC Riders or LTC Hybrids but are insurable for Life Insurance (even …

Basics of Selling IDI

Inside 3 minutes Court discusses how to explain the 3 ways an Individual Disability Income Insurance pays to a client so they understand how the policy works!

A Lifetime of Planning

Court discusses how to position Protection as part of a Lifetime of Planning. The Lifetime of Planning flowchart can be a powerful tool to help clients better understand how to approach Financial Planning from ages 20 to 80.