Financial advisors
Make DI Easier To Sell
Turn complex DI illustrations into simple, guided presentations that help clients understand the value of income protection.
A Complete DI Client Conversation. One Arrow Key At A Time.
The Story Mode feature walks you through the entire client conversation with powerful visuals and built-in presentation scripts.
From showing clients what their income is worth to identifying potential income losses to comparing the cost of coverages, every step is laid out for you.
Simply upload your DI illustration and start pressing the right arrow key.
From illustration to presentation
Run the DI illustration
Continue working with your preferred carrier and existing illustration process.
Upload it to OneProtection
Instantly transform your illustration into a visual, client-ready presentation.
Follow the Story
Walk clients through the value of their income, potential coverage gaps, and the protection available.
Easy to learn. Supported by real people.
OneProtection offers personalized training and ongoing software support to help advisors use the platform in their DI conversations.
Free trial to explore the platform
One-on-one training
Unlimited tech support
Choose Your Plan
core
Simple. guided. automatic.
$39/month
30-day Free Trial
Upload DI Illustrations
Guided Story Mode
No credit card - cancel anytime
PRO
Smart. agile. adaptable
$59/month
Everything in Core
Story + Manual Modes
Advanced Customization
No credit card - cancel anytime
Enterprise
Grows. saves. supports.
Contact Us
Multiple Advisor Licenses
Preferred Group Pricing
Group Training & Onboarding
Built By DI experts
OneProtection was created by disability insurance professionals who recognized a common problem: Advisors understand the importance of income protection, but communicating that value to clients isn't always easy.
Our mission is simple: Make DI easier for financial advisors to present, explain, and sell.
Michael Sir, RHU
President & Co-Founder
James Leary, DIA
Vice President & Co-Founder
What others are saying
"400% premium increase."
Mando S.
CFP, CEPA Financial Planner
"Best DI software on the market."
Chris W.
Financial Advisor
"As a new advisor, OneProtection is critical"
Ryan M.
Financial Advisor
Frequently Asked Questions
Do I need to know DI?
No. OneProtection Story Mode guides you through the presentation with clear visuals and built-in scripts, making it easier to lead confident DI conversations regardless of your experience level.
Is the software difficult to learn?
No. Simply upload your DI illustration and follow the guided presentation. Story Mode walks you through the client conversation step-by-step.
Can I use my preferred DI carrier?
Yes. OneProtection works along side your existing illustration process, using supported carrier illustrations to create client-ready presentations.
What if I only sell a few DI cases a year?
That's exactly why we created Core. You don't need to be a DI specialist or sell dozens of cases to benefit from a simple, repeatable presentation process.
What's the difference between Core and Pro?
Core gives you a simple, guided Story Mode experience. Pro includes everything in Core, plus Manual Mode and advanced customization for advisors who want more control.
Can OneProtection help me overcome client objections?
OneProtection helps clients visualize their income, existing coverage, potential protection gaps, and available solutions. This gives you a clearer way to address common objections about employer coverage, affordability, and the need for additional protection.
