Description
What if you could increase your DI production without having to find an entirely new group of prospects?
For many producers, the opportunity is already sitting in their existing book of business. Higher-income clients, changing incomes and benefits, older policies that haven’t been reviewed, and clients who have experienced career changes can all create natural opportunities for additional DI sales. In this session, we’ll look at a practical process for uncovering those opportunities—and how to turn them into conversations with clients.
- Differentiation – standing out in a crowded marketplace
- Procrastination – moving stalled or stale cases forward
- Capacity – building scalable, efficient sales processes
Date and Time
Wed, November 11, 2026
10:00a - 11:00a CST