Close Close

Portfolio > ETFs > Broad Market

Guaranteed standard issue DI is tailor-made for benefits advisors

Your article was successfully shared with the contacts you provided.

Your existing book is a perfect place to prospect for Guaranteed Standard Issue individual DI. The market is wide open, the underwriting is more accommodating than writing a single DI case and you can be creative with constructing the benefit for your clients. How do you do that?

This week, we decided to do something a bit different today and invited Bob Tretter for our first in-studio interview. Bob is the Director of the Guaranteed Standard Issue Disability Income (DI) program at Ameritas. He is also a former president of the National Association of Health Underwriters and has spent his entire career in the DI market.

On this episode, we speak to Bob about the DI marketplace in general and guaranteed standard issue DI in particular. Tune in to find out how you can deliver more value, drive more revenue and differentiate your practice with this often overlooked product.

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.