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On this edition of Feedback Friday, Chris discusses the comments he received from this week's Technical Tuesday on which we replayed a session on ERISA from 2021 D.I. Days which was sponsored by The Plus Group.
On this episode, Chris discusses the similarities and the differences between a D.I. BGA and a Broker's Broker.
On this episode, Chris discusses how you can prevent running countless quotes by actually selling D.I. without needing a quote.
On this edition of Technical Tuesday we are going to focus on ERISA.
We are going to share a replay of a session from 2021 D.I. Days which was sponsored by The Plus Group.
In this session, George Davidson, CEO of Secura Consultants, had a great conversation with David Martin of Martin Law Group about the impact ERISA has on D.I. claims.
On this edition of Marketing Monday, Chris discusses another cool tool he is using, Loom.
Check out their website:
https://www.loom.com
On this edition of Feedback Friday, Chris discusses the comments he received from this week's Technical Tuesday on which he discussed Salary Continuation Planning.
On this episode, Chris discusses why people will take action on their dashboard light, but not take action on protecting their income.
My guest on this episode of The D.I. Coach Podcast is Jeff Kerns, Senior Vice President At Truluma.
Jeff shared some great ideas. Pay special attention to how Truluma is using their Advisor Advantage program to help agents/advisors sell more D.I.
You can check out the Truluma website at https://www.truluma.com
On this edition of Technical Tuesday, Chris discusses Salary Continuation Planning.
On this edition of Marketing Monday, we are simulcasting The D.I. Coach Podcast and The Benefits Advisor Podcast. Chris and Robert Clark talk landing pages and marketing campaigns.
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