Avoid Putting Prospects into a Defensive State
Does an athlete's unexpected injury make you feel more in tune with your own morbidity/mortality?
top of page
- Sep 8
- 1 min
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...
16 views
- Jul 28
- 2 min
5 Reasons Why Self-Funding a Disability Won’t Work
These are the most likely scenarios that could blow up your atomic emergency fund...
34 views
- Jul 3
- 3 min
Should You Be Concerned About California’s Future LTC Program?
Tell your clients to plan for LTC because they need to plan for LTC, not because there is a big scary monster looming.
135 views
- Jun 8
- 1 min
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.
9 views
- May 26
- 1 min
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.
12 views
- May 12
- 2 min
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...
11 views
- May 5
- 3 min
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.
9 views
- Mar 31
- 2 min
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.
25 views
- Feb 24
- 2 min
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.
25 views
- Jan 30
- 2 min
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.
37 views
- Jan 23
- 1 min
Making Permanent Changes During Temporary Markets?
"Unfortunately, my company was affected by the tech recession, and I was laid off." Does this sound familiar?
7 views
- Dec 1, 2022
- 2 min
Homecare for the Holidays
To help you navigate these topics, here are five LTC-related reminders to wrap up 2022.
14 views
- Oct 11, 2022
- 2 min
Are LTC Rate Increases a Thing of the Past?
Long-term care insurance was historically underpriced considering today’s reality of the need for LTC services and supports...
76 views
- Jul 28, 2022
- 1 min
Disability Insurance Solutions for Acquisition Loans
Explore solutions for clients who need disability insurance for acquisition loans.
10 views
- Jul 5, 2022
- 1 min
Who Doesn't Need Disability Insurance?
What happens when someone taps into their retirement account during a disability event?
28 views
- May 24, 2022
- 3 min
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.
32 views
- May 2, 2022
- 1 min
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.
21 views
- Apr 4, 2022
- 1 min
Tax Advantages of Traditional Long-Term Care Insurance
It's tax season! Traditional long-term care insurance has tax advantages that you need to know about.
53 views
- Feb 2, 2022
- 1 min
How Much Long-Term Care Insurance Should I Quote for My Client?
Clients aren’t buying long-term care insurance to fully fund a long-term care stay—they usually have other sources of funding, too.
33 views
bottom of page