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Disability Income Creates Goodwill

Posted on November 25, 2014 by ecrowe
During the working years, everything rests on your clients’ ability to earn a paycheck. When your client becomes too sick or injured to work, and your client is not able to earn a paycheck for a period of time, havoc ensues. Paycheck protection through a disability income policy insures that your client can continue to
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Posted in DI Tips, Selling DI
phagan
I am a status post format.
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Posted on November 25, 2014 by phagan in Uncategorized Duis aute, Lorem ipsum

Link post format

Posted on November 13, 2014 by phagan
I am a link post format.
Posted in Uncategorized Duis aute
Aside post format. ∞
Posted on November 8, 2014 by phagan in Uncategorized Duis aute, Sed ut

Disability Income Conversations That Work

Posted on November 3, 2014 by ecrowe
Targeting the right clients and stimulating more productive disability insurance (DI) sales conversations can lead to greater client engagement and increased sales.
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Posted in DI Tips, Selling DI

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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: $

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    Replacement Percentage:

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    REQUEST A DISABILITY INCOME QUOTE

      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:

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