The DI and LTCI Blog - Your Source for Sales Tips and Advice

Kelly Moser

Recent Posts

5 Tips for Finding Disability Insurance Blog Content

Posted by Kelly Moser on Mon, Jan 11, 2016 @ 09:01 AM

Along with the usual resolutions that pertain to fitness, travel, de-stressing, etc., I’m sure many of you have also resolved to work on your marketing strategies and, more specifically, your company blog.  When speaking with my coworkers and other disability insurance agents about blogging, the number one reservation I hear is that it’s hard to find engaging and relevant content.

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Topics: disability insurance blog content

Disability insurance client meeting etiquette, as told by Buddy the Elf

Posted by Kelly Moser on Tue, Dec 22, 2015 @ 12:12 PM

If you’re like me, your Christmas traditions include watching “Elf” every year. In my family, “Elf,” starring Will Ferrell, has become as much a Christmas classic as “Christmas Story” and “It’s a Wonderful Life.” The film is funny, spirited and, believe it or not, chock-full of useful advice that you can use in your next disability insurance client meeting. Merry Christmas!

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Topics: DI Sales, disability insurance sales

Don’t Talk about Disability Insurance Like You Talk about Star Wars

Posted by Kelly Moser on Mon, Nov 9, 2015 @ 10:11 AM

In case you haven’t heard, there’s going to be a new Star Wars movie. The film’s trailer has already invaded television and social media, merchandise is spilling out into the aisles at just about every store, and Halloween brought forth more Lukes and Leias than we’ve seen in years. But despite all the attention, hype and in-your-face advertising, there’s still one problem—people like me still don’t care.

I’ve never seen Star Wars (I know, apparently it’s a crime), and I couldn't care less about the newest addition to the franchise. Yet, for some reason, coworkers, family, and friends keep talking to me about the upcoming film. No one’s asked me if I’ve seen any of the previous films, or if I have any interest whatsoever in the franchise, but numerous people have asked me if I purchased tickets to see the movie the night it comes out, and they’re shocked when I say I doubt I’ll see it at all. Everyone who loves Star Wars (and that’s a lot of people) just assumes everyone else loves Stars Wars. But the fact is, not everyone loves Star Wars, and, in some cases, they haven’t even seen the movies.

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Topics: DI Sales

Transgender Clients and Disability Insurance

Posted by Kelly Moser on Mon, Aug 10, 2015 @ 12:08 PM

With Caitlyn Jenner’s big reveal in recent months, there’s been a lot media attention regarding her transformation and her life as a transgender woman.  Though her story’s been covered by everyone from Diane Sawyer and Vanity Fair, to CNN and Fox News, there’s been little coverage about Jenner’s experience with insurance matters, an issue that many transgender men and women struggle with daily.

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DI Sales Advice as told by “Dead Poets Society”

Posted by Kelly Moser on Fri, May 29, 2015 @ 11:05 AM

It always surprises me when I hear someone hasn’t seen “Dead Poets Society.” The. Movie. Is. Truly. Amazing. The film, starring Robin Williams, is about an English teacher named John Keating who inspires his students through poetry. It might sound pretty boring, but I promise you - it’ll make you laugh, it’ll make you cry, it’ll make you want to be a better person in everything you do. If you’ve never seen it - you need to. But regardless, take heed of the advice below from the teacher, John Keating, as it applies to pretty much everything in life, including disability insurance sales.

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You know what they say about insurance agents who assume …

Posted by Kelly Moser on Mon, Apr 20, 2015 @ 10:04 AM

My husband and I are looking to buy a new car, which is both terrifying and exciting all at once. Terrifying because it’ll be our first time dealing with those monthly car payments and exciting because, for the first time, the car we’re looking at isn’t a 90s-era beater being sold by some stranger on Craigslist.

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Competing in Triathlons and Selling Disability Insurance – 4 Conditioning Essentials

Posted by Kelly Moser on Fri, Apr 3, 2015 @ 16:04 PM

Last year I competed in my first (of what would become many) triathlons. I was new to endurance sports, with my only background being that I could swim, I owned a bike and I had run a few half marathons. I wanted a new challenge and my brother, an Ironman, recommend I give triathlons a shot. To be clear, it’s totally possible to sign up and train for a triathlon completely on your own, regardless of your experience level—but that’s not what I did.

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Social Series: Setting up a Twitter Account

Posted by Kelly Moser on Fri, Mar 6, 2015 @ 16:03 PM

If you’re ready to jump on the Twitter bandwagon, whether for yourself or on behalf of your business, you need to create and optimize a profile first. When setting up your profile, you’ll be asked to create a twitter handle (@username), add a picture, make a header, and add a bio before you can start following others and tweeting.

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Topics: social media for insurance, twitter for insurance

Social Series: Why you shouldn’t use your personal accounts for business

Posted by Kelly Moser on Mon, Feb 23, 2015 @ 06:02 AM

As social media use by financial professionals continues to grow, it’s not uncommon for an agent or financial advisor to begin by using their personal social media accounts for business-related activity. While this practice already raises red flags for compliance issues (always check with FINRA!), I want to tell you a cautionary tale that might make you think twice about mixing business with pleasure.

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Topics: using personal social media accounts for business

Social Series: Writing blogs and finding content.

Posted by Kelly Moser on Fri, Feb 13, 2015 @ 15:02 PM

One the biggest struggles we all face when writing blogs regularly is finding new, relevant content. When we first start blogging, we’re wide eyed and bushy-tailed about all the topics we want to cover and all the ideas we have in mind. We can go for ages blogging monthly, weekly or, for the daring, even daily. But then something eventually happens. We run out of ideas.

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Topics: social series, writing blogs, blog content