Determining the Right Coverage for Clients

Client’s ability to earn an income may be their most important asset – even more so than their house, car or savings. But do they understand how fast that income can be lost?

Use our Determine the Right Coverage factfinder with clients as an exercise in illustrating their need for Disability insurance coverage. Our Mutual Income Solutions product may be able to provide them the protection they need.

Bonus- The worksheet is consumer-approved, so it can be a great sales tool to use as an interactive exercise with clients!