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5 New Year’s Resolutions to Boost Your DI Sales

Posted on January 8, 2020 by ecrowe
Happy New Year from Source Brokerage! The new year is a time to do away with old ineffective strategies and embrace the new.  Make 2020 the year you boost your disability income sales with these 5 new year’s resolutions.
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    Client’s Name:
    Client’s DOB:
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    Current Year Income: $
    Income 2 years ago: $
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    If less than one full tax year in business:
    Former Occupation/Duties:
    Former Salary: $
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    Replacement Percentage:
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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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