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So I have three highly compensated owners of a small business looking to me for some DI quotes. They currently have a quote from The Guardian.
I was wondering if it makes sense to get creative by offering them a Group/Individual combo DI plan using both types of products. While that may be a more reasonably priced option, I'm concerned that it may not be as effective come claim time being that Group DI has limitations.
Any thoughts? Also, does anyone have any competitive advice on competiting against the Guardian?
Thank you in advance for any insight you can provide.
I was wondering if it makes sense to get creative by offering them a Group/Individual combo DI plan using both types of products. While that may be a more reasonably priced option, I'm concerned that it may not be as effective come claim time being that Group DI has limitations.
Any thoughts? Also, does anyone have any competitive advice on competiting against the Guardian?
Thank you in advance for any insight you can provide.