Join us for an in-depth webinar on Disability Insurance—explore product reviews, policy design, underwriting, and why DI is critical for working women.
About This Webinar
Disability Insurance (DI) is a cornerstone of financial protection, yet often misunderstood and underutilized. In this live webinar, we’ll help you navigate the complexities of DI so you can better educate and serve your clients.

Our guest speaker and managing member of Disability Insurance Services, Leslie Schultz will to a comprehensive review of DI.
Agenda
  • Disability Insurance (DI) is a cornerstone of financial protection, yet often misunderstood and underutilized. In this live webinar, we’ll help you navigate the complexities of DI so you can better educate and serve your clients.
  • DI Overview: Who truly needs Disability Insurance and why it’s essential.
  • Policy Design: How to tailor a DI policy to meet client needs effectively.
  • Group DI Implications: Understand the impact of group DI on individual planning.
  • Underwriting Considerations: What to expect and how to prepare.
  • Making the Sale: Practical tips to close more DI cases.
  • Why Working Women Need You to Recommend DI: Addressing the unique risks faced by working women and how to position DI as a solution.
Presenters
  • 1589558742-6150ab4d0b3178cd
    Sarah Williams
  • 1761230949-bcde02b9dca5435d
    Lori Seaton
    North American Director of Strategic Business Development, North American
    Lori Seaton is Director of Strategic Business Development, bringing nearly 20 years of experience in the financial services industry. Her expertise integrates deep knowledge of annuities, advisory solutions, portfolio management, and marketing strategies.

    A passionate advocate for the role annuities play in achieving retirement confidence, Lori leads a competitive intelligence team, identifies strategic growth opportunities, and contributes thought leadership to a wide range of industry audiences and publications.
    Lori also spearheads North American Annuity's Empower Women & Wealth initiative, dedicated to supporting female financial advisors and empowering female consumers in financial decision-making.

    She serves as Founding Chair of the National Association for Fixed Annuities (NAFA) Women’s Annuity Network and serves on both education and membership committees. She’s also a member of Women in Insurance & Financial Services (WIFS).
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