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How to Make 2019 A Great Disability Income Sales Year

Posted on January 8, 2019 by ecrowe
Make 2019 a great disability income (DI) sales year, and watch your revenue stream grow for years. 1st year commissions= 50% Premiun 2-10 year commissions= 5-10% Tips and Tools to Get Started Here’s some tips and tools  to get you started: Review your current client list. Ask your current clients for referrals. Referrals are proven to get
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Posted in DI Tips, Selling DI, Uncategorized

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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:

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