Selling Disability Insurance with Assurance Ally
Whether you prefer to handle the process yourself or need a trusted partner to manage the sale, our approach makes expanding your services easy and effective.
Option 1: Sell Disability Insurance Through Our Preferred Vendor with Full Support
Ideal for advisors who want to grow their expertise and offer comprehensive solutions.
We’ve partnered with a leading vendor to provide top-tier disability insurance products, making it easier than ever for you to confidently offer income protection. With this option, you get:
- Access to Best-in-Class Solutions: Leverage our preferred vendor’s robust suite of disability insurance offerings.
- 1:1 Support: Assurance Ally’s specialists help guide you every step of the way, ensuring you’re prepared for client conversations.
- Simplified Presentation Tools: Use our Disability Income Presentation Software to show your clients clear, compelling options.
By working directly with our preferred vendor and leveraging Assurance Ally’s support, you can strengthen client relationships and grow your revenue.
Option 2: Leverage an Assurance Ally Advisor for Hands-Free Selling
Perfect for advisors who want to offer more without managing the sales process.
Not only do you get everything in Option 1, but you also get the expansion of your offerings without learning to sell disability insurance. Collaborate with an Assurance Ally Advisor—an expert in disability insurance—to present and close these products for you.
You choose your level of involvement:
- Track A: Non Client-Facing - You stay in front of the client; we support you behind the scenes.
- You maintain full control of communication.
- We deliver case strategy, illustrations, underwriting and all back-office paperwork.
- Track B: Client-Facing - Includes everything in Track A, plus we handle all product conversations and selling directly with your client.
- Saves time and effort—no need to learn the product.
- Benefit from high close rates and increased commissions.
Assurance Ally's
Commitment to Advisors
We specialize in personalized support within a Virtual Family Office setting, offering:
Extensive Carrier Network
Access to over 14 carriers, enabling tailored solutions for your clients.
Streamlined Processes
Reduce administrative tasks, allowing you to focus on client relationships.
Dedicated Case Consultants
Receive 1:1 support from consultants who advocate for you and your clients.
Flexibility
No exclusivity agreements required, providing you with the freedom to choose what's best for your clients.
Enhance Your Practice by Selling Disability Insurance
Incorporating disability insurance into your offerings can:
Boost Revenue
Expand your services, leading to potential growth in your firm's income.
Increase Client Satisfaction
Provide comprehensive financial protection, enhancing client trust.
Strengthen Client Relationships
Demonstrate commitment to clients' well-being by addressing their income protection needs.
Access Disability Income Presentation Software
Assurance Ally has partnered with OneProtection to offer a user-friendly Disability Income Presentation Software. This tool simplifies the process of presenting income protection options, making it easier to convert opportunities into effective solutions.
Discover How Assurance Ally Can Help You Thrive
Whether you prefer to work directly with our preferred vendor or with an Assurance Ally Advisor, our flexible model helps you grow your business and deliver exceptional service. Learn more about how we can assist you in enhancing your practice and better serving your clients.
