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Tools that Make DI Easy and Recent Updates

Posted on December 1, 2020 by ecrowe
As we approach the end of the year, here’s some important DI product updates that will help you finish strong! Relaxed underwriting requirements, simplified underwriting and e-apps make writing disability income easier than ever. 1. Go online. Doing business online is easier, faster and secure when you use reputable vendors. Your clients will appreciate online
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Posted in Carriers, 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: $
      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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