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May is the Month to Prime Your Engines for DI Sales Success

Posted on May 21, 2021 by ecrowe
  May is the month to prime your engines for DI sales. Ladies and gentleman start your engines! In the insurance market, you face stiff competition every day from agencies selling essentially the same products you’re offering. That means you need every advantage you can get to stay competitive. And you know that leads are
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Posted in Uncategorized

May is Disability Awareness Month

Posted on May 4, 2021 by ecrowe
Use these tips and resources to introduce income protection to your clients. Start the Conversation Not sure where to start? One way is to begin with the topic you know best, then pivot the conversation to income protection. Watch these videos for expert tips. Life Insurance. It’s not enough to insure your life. You also
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    Client’s Name:
    Client’s DOB:
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    If less than one full tax year in business:
    Former Occupation/Duties:
    Former Salary: $
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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:

      Your request has been sent.

      Your request has been sent.
      Thank you!