Luke Rother: Our New Life Insurance Lead
Please welcome Yetworth's newest team member, Luke Rother. He is a life insurance and estate planning specialist here to expand our horizons
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Jan 53 min read
New Year, Same Mission - Plus, 3 California Legislative Updates
Same mission of getting people covered before they might need it, plus a California state legislative update.
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Nov 30, 20232 min read
Fact-Finding Turns Meetings into "Aha" Moments
None of those really resonated for some reason, so I introduced Long-Term Care Insurance. They perked up out of their chairs.
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Sep 8, 20231 min read
Are You a Family Benefits Advisor?
It can be really hard to explain what we do. We’ve heard many catch phrases throughout the years, some good and some not-so-good. The one...
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Jun 8, 20231 min read
Why Pulling Is Better Than Pushing in Sales
Pushing is selling a prospect into a position of submission. Pulling is a process of discovery and alignment to achieve a common objective.
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May 12, 20232 min read
Where Are Your Clients Getting Their Information? & Ways to Customize a Disability Insurance Plan.
A simple change to an existing policy that enhances the benefit in any way will require underwriting approval.
There is a hack, however...
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May 5, 20233 min read
Allow Clients to Indulge in the Zone of Resistance (How to Start the Disability Ins Conversation)
We’re trying to help our clients see the forest through the trees on a multitude of fronts as it’s easy to get lost in the daily myopia.
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Mar 31, 20232 min read
Dispatches from the Intercompany Long-Term Care Insurance Conference (ILTCI)
...we, and our advisor partners, are doing things the right way at Yetworth.
Here’s what that looks like.
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Feb 24, 20232 min read
Top 6 Mistakes Advisors Make with the DI/LTC Conversation – and How to Fix Them
The top six mistakes we've seen advisors make when having DI or LTC conversations, and how to fix them.
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Jan 30, 20232 min read
Rare Diseases Happen; Disability Insurance Can Help
Since 2/28 is Rare Disease Day, we're taking a moment to reflect on how the introduction of a rare disease affected Yetworth today.
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May 24, 20223 min read
3 Ways to Frame Disability Insurance Solutions
The thing about disability income planning is that it doesn’t have to be a disability conversation -- until it is a disability conversation.
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May 2, 20221 min read
Planting the Seed: 20 Ways to Preserve Your Yetworth®
This ebook informs and illustrates twenty real-life options for funding lifestyles and livelihoods when someone can't work anymore.
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Jan 3, 20222 min read
The New Dingo: The Most Streamlined Application Process for Your Client - Ever
Dingo simplifies the disability and long-term care insurance application process for your client. Easy process, easy business, happy client.
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Sep 28, 20212 min read
When and Why to Quote Critical Illness Insurance
Critical Illness Insurance (CI) is a lump sum benefit that pays the insured upon a diagnosis of a critical illness covered in the policy.
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Jul 1, 20212 min read
3 Highly Useful Disability Insurance Underwriting Advancements
A huge positive outcome of the COVID economy is carriers’ willingness to write Simplified Issue coverage up to $10,000/month...
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Apr 19, 20213 min read
What’s Up with the Plus Nut? Behind Building a Brand
Is it a dreidel? An acorn? What’s up with our new logo? Learn how we landed on “yetworth” and the eucalyptus tree.
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Mar 22, 20212 min read
DI & LTC Is Now Yetworth Insurance Solutions
In the many years since our founding, the insurance and planning landscape has changed dramatically.
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