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How to Sell Disability Income

Posted on July 29, 2021 by ecrowe
It’s easier than ever to provide paycheck protection for your clients. It only takes eight steps to completely underwrite a disability policy. Here’s the process:   Fact Gathering Establish expectations for your client. This is a “tough but fair” process in which you establish expectations for your client. Client Name Date of Birth Tobacco use
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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: $

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    Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

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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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