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Understanding the Terms in a Disability Income Policy

Posted on August 9, 2022 by developer
Disability insurance provides income protection for hard working Americans. As a broker, it is your task to help your clients understand how vital it is to have disability insurance. When you have disability income conversations, make sure you simplify basic terms and definitions for your client. Don’t assume that certain aspects of coverage are obvious.
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Posted in Disability Insurance

3 Reasons to Continue to Talk to Your Clients about Income Protection

Posted on August 9, 2022 by developer
Many workers have little understanding of the likelihood of experiencing a disability. A recent Council for Disability Awareness survey of workers found: 90 percent underestimate their own chances of becoming disabled. 85 percent express little or no concern that they might suffer a disability lasting three months or longer. 56 percent do not realize that
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Posted in DI Education

3 Tips for Increasing DI Sales

Posted on July 12, 2022 by developer
As someone who sells disability insurance, you are always looking for ways that you can increase your success in closing a sales opportunity. This involves understanding what angles will work best while giving your pitch. This also involves the ability to adapt to each situation. No matter what is being sold, consumers want to feel
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Posted in Disability Insurance

Pitching to Business Owners

Posted on July 12, 2022 by developer
There are several factors to consider as a broker when it comes to pitching disability insurance to a client. You want to consider their age, their economic standing, and their career. Disability insurance helps to protect an individual from significant financial instability if they were to become too sick or injured to work for an
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Posted in Business Owners

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      Client’s Name:

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      Tobacco Use?

      Occupation:

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      Benefit Period:

      Elimination Period (days):

      Current Year Income: $

      Income 2 years ago: $

      If business owner, how long?

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      If less than one full tax year in business:

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      Former Salary: $

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