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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
Mar 15, 20242 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.
Jan 5, 20243 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.
Nov 30, 20232 min read


Reminders for Long-Term Care Insurance Awareness Month
Make sure your clients aren’t dependent on an impacted government safety net and instead help them secure private LTC coverage.
Oct 30, 20231 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?
Oct 3, 20232 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...
Sep 8, 20231 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...
Jul 28, 20232 min read


Should You Be Concerned About California’s Potential 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.
Jul 3, 20233 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.
Jun 8, 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.
May 26, 20231 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...
May 12, 20232 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.
May 5, 20233 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.
Mar 31, 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.
Feb 24, 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.
Jan 30, 20232 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?
Jan 23, 20231 min read


Homecare for the Holidays
To help you navigate these topics, here are five LTC-related reminders to wrap up 2022.
Dec 1, 20222 min read


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...
Oct 11, 20222 min read


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


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