11 Nov
11/11 - Optimizing DI Renewals

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.

What is a Producer Cohort? A Producer Cohort is a focused, peer-based session designed to help advisors tackle common business challenges in today’s competitive market. We concentrate on three key areas:

  • Differentiation – standing out in a crowded marketplace
  • Procrastination – moving stalled or stale cases forward
  • Capacity – building scalable, efficient sales processes
Each session begins with a targeted topic and concludes with peer collaboration to share practical ideas and solutions.

Date and Time

Wed, November 11, 2026

10:00a - 11:00a CST

Location

https://zoom.us/my/samduffey

PT1H

Event Registration

Will you be able to attend this event?


Contact

Sam Duffey
Sam Duffey
Ashford Brokerage Director of Brokerage Sales
http://www.incomeisimportant.com (205) 843-9434

Stand out, build credibility, and close with confidence. I help advisors simplify income protection, explain benefits clearly, implement coverage efficiently, and differentiate themselves with clients through unique solutions and collaborative support.  (GARI 8994496.1 Exp. 6/28)