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The DI Audit

As a Financial Professional,

you have the responsibility to protect your client's assets from financial disaster.

If you are a CFP®, 

you have the fiduciary responsibility of having this conversation with your clients.

Are you looking for a system to help ANALYZE

your clients' income protection coverage gaps that are offered through their employer?

Ask us about our Fiduciary Disability Income Audit Service for Financial Professionals!

(Financial Professionals across the country are using our DI Audit System to enhance their practice and presentation to their clients! Is it the time you started to have this discussion?)

Download a Sample DI Audit!
Are you currently offering Life Insurance for Income Protection?
Are you open to adding the DI Conversation to existing clients'?

Thanks for submitting!

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