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The DI Audit

As a Financial Professional,

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

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If you are a CFP®, 

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

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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!

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(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?)

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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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