Disability Insurance…Your Trojan Horse to Pick up Affluent Clients

Webinar hosted by Roccy DeFrancesco, JD, CAPP, CMP

Thank you for signing up to watch the DI marketing webinar on recording. DI is nearly a forgotten tool in the insurance/financial services industry and, as such, there is a world of opportunity for advisors who can offer help to clients who need DI. That certainly includes doctors, which is my forte, and that of our DI expert Paul Cella.


Asset Protection

The best way to work with affluent clients and doctors specifically is to become a Certified Asset Protection Planner™. To learn more about the CAPP™, go to www.wealthpreservationinstitute.net.

Marketing to Affluent Clients Using Asset Protection

Don’t know how to use asset protection to market to affluent clients? No problem, just read my book Asset Protection–The Wedge. It provides a simple and clear roadmap for how to use asset protection as a tool to onboard new affluent clients. Click here or on the image below to download the book in a PDF.