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Target Associations to Build Your DI Sales

Posted on November 13, 2012 by ecrowe
An excellent way to increase your disability insurance quotes is to target a professional association. Nearly every industry and profession has its own association–dentists, physicians, attorneys, nurse practioners, architects to name a few.
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Posted in DI Tips, Selling DI disability income quotes, disability income sales tips, individual disability income

Differences in Disability Definitions

Posted on November 6, 2012 by ecrowe
The definition of disability is the single-most important factor to consider when discussing a disability income contract with your clients. It triggers the claim and determines under what conditions and how long a claim will be paid, so you and your clients need to understand the options.
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Posted in Selling DI, Uncategorized disability income sales tips, individual disability income

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    Client’s Name:
    Client’s DOB:
    State of Residence:
    Gender:
    Tobacco Use?
    Occupation:
    Title/Duties:
    Benefit Period:
    Elimination Period (days):
    Current Year Income: $
    Income 2 years ago: $
    If business owner, how long?
    Percentage of manual duties:
    If less than one full tax year in business:
    Former Occupation/Duties:
    Former Salary: $
    Coverage In Force (fill all appropriate fields)
    Is there Group LTD?
    Replacement Percentage:
    Benefit Group LTD Cap: $
    Benefit Amount: $
    Is there Individual Disability Income coverage?

    Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

    Producer’s Name:
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      Client’s Name:
      Client’s DOB:
      State of Residence:
      Gender:
      Tobacco Use?
      Occupation:
      Title/Duties:
      Benefit Period:
      Elimination Period (days):
      Current Year Income: $
      Income 2 years ago: $
      If business owner, how long?
      Percentage of manual duties:
      If less than one full tax year in business:
      Former Occupation/Duties:
      Former Salary: $
      Coverage In Force (fill all appropriate fields)
      Is there Group LTD?
      Replacement Percentage:
      Benefit Group LTD Cap: $
      Benefit Amount: $
      Is there Individual Disability Income coverage?

      Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

      Producer’s Name:
      Phone:
      Email:

      Your request has been sent.

      Your request has been sent.
      Thank you!