Independent Advisors,
RIAs & Broker-Dealers

Tens of thousands of Financial Advisors trust DSI to write their own personal disability policies and the overhead expense coverage for their practices. DSI is the undisputed leader in this space, with highly specialized Disability Insurance plans for Independent Advisors & RIAs, that are proprietary, highly discounted, and available only through DSI.

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Case Design &
Enrollment Support

We specialize in designing and enrolling disability insurance plans for Associations and groups of white collar professionals. We are very selective about forming such partnerships, but once engaged we will deliver a completely unique and specialized insurance program.

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Special Risk

DSI has deep expertise in coverage design for Professional Athletes, Executives, and Physicians who have exceptionally high income, require disability buy-sell agreements, or have other special risk circumstances. We will work directly with clients or through their Advisor, Agent, or Attorney.

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Divorce Settlement Insurance

Until DSI created it, there has not been a way to ensure that divorce settlement and child support payments continue if the person making those payments, “the Payor” became totally disabled. The DSI solution is especially suitable for divorce settlements with total annual payments in excess of $200,000.

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  • DSI provided the Pennsylvania Podiatric Medical Association with a great Voluntary Benefits Package for our members. DSI's advisors were polite, informative and knowledgeable when contacting our members, and conducted an efficient, problem free enrollment. There is no question our members view this as a value-added benefit of being a PPMA member.

    ---- Michael Q. Davis, Executive Director, Pennsylvania Podiatric Medical Association
  • We have been extremely happy with our relationship with DSI, they are always professional and responsive to our needs and their enrollment process was handled very efficiently. We have had a strong business relationship with them for many years. Our registered representatives have been very satisfied with the available product.

    ---- Ralph Parker, AVP-Insurance Operations, AIG Advisor Group
  • I've known and worked with Bill Pollock (DSI President) for over 20 years. He will tell you what he's going to do, do exactly what he said he would, and do it very, very well. It's great to work with someone you can count on to deliver every time.

    ---- Jim Green, President, Jim Green & Associates