Archive for March 17th, 2025

Overlooking disability insurance leaves opportunity on the table.

Overlooking Disability Insurance: The Opportunity Advisors Are Leaving on the Table

By Scott Gray March 17, 2025

Many financial advisors focus on investments, life insurance and retirement planning—but what about disability insurance? Overlooking disability insurance is not just a missed revenue opportunity; it’s a major disservice to those who rely on you for financial guidance.

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Could Ignoring Disability Insurance Sales Lead to Lawsuits?

By Scott Gray March 4, 2025

Many financial advisors and insurance sales representatives pride themselves on creating comprehensive financial plans for their clients. They ensure life insurance is in place, retirement accounts are funded and estate plans are structured properly. However, one crucial piece of financial protection is often overlooked: disability insurance (DI).

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