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How the Pandemic is Reshaping Employee Benefits

Posted on August 4, 2020 by ecrowe
Clearly, the pandemic has forced employers to look more closely at how they support employees’ health and wellness, and how to remain competitive in the months and years to come. The months in lockdown and the planning for a safe return to work have surfaced employees’ need to care for others and to stay physically
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Posted in Industry News, 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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