Mike McGlothlin
EVP, Retirement Solutions
Disability Insurance
Group DI Coverage: The Impact of a 40% Pay Cut
A common objection to getting additional income protection is "I'm covered at work." But, is employer-sponsored group DI enough? What would be the true impact of a disability? The DI Guys, Chris Carlson and Mike Cogdall have a specific answer for clients.
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2 minutes
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Disability Insurance
How to Manage Expectations in Disability Underwriting
Nobody loves underwriting. The easy thing seems to be to get a quote, then address underwriting risk later. But is that the best way? The DI Guys, Chris Carlson and Mike Cogdall share their experience on how to guide clients to disability insurance coverage.
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2 minutes
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Advanced Planning
Make Charitable Giving Easier with Life Insurance
If you're working with philanthropic clients, life insurance can be an effective strategy to maximize giving. Whether naming a charity or purchasing a new policy, here's a quick overview of how clients can create a larger donation at a lower cost.
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2 minutes
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Practice Management
David Bruce, Elyse Archer
April 2024 • 56 minutes