top of page

Mar 15, 20242 min read
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
125 views


Jan 5, 20243 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.
10 views


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.
14 views


Oct 3, 20232 min read
Avoid Putting Prospects into a Defensive State
Does an athlete's unexpected injury make you feel more in tune with your own morbidity/mortality?
9 views

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...
30 views


Jul 28, 20232 min read
5 Reasons Why Self-Funding a Disability Won’t Work
These are the most likely scenarios that could blow up your atomic emergency fund...
38 views

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.
14 views


May 26, 20231 min read
How Disability Insurance Can Hedge Small Business Owner Risks
An employer can outsource the decision (and the financial exposure) to keep a valued employee on payroll with disability insurance.
21 views

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...
14 views

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.
10 views


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.
29 views


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.
26 views


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.
39 views


Jan 23, 20231 min read
Making Permanent Changes During Temporary Markets?
"Unfortunately, my company was affected by the tech recession, and I was laid off." Does this sound familiar?
8 views


Jul 28, 20221 min read
Disability Insurance Solutions for Acquisition Loans
Explore solutions for clients who need disability insurance for acquisition loans.
11 views

Jul 5, 20221 min read
Who Doesn't Need Disability Insurance?
What happens when someone taps into their retirement account during a disability event?
31 views


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.
35 views


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.
23 views

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.
28 views
![How to Identify a Disability Insurance Candidate [Flowchart]](https://static.wixstatic.com/media/193746_7bae3a2f7695418da076a29121bbbb5b~mv2.webp)
Jul 29, 20211 min read
How to Identify a Disability Insurance Candidate [Flowchart]
Do your prospects know if they could benefit from disability income coverage? Probably not.
51 views
bottom of page