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Get Ready to Start Your DI Engines in May

Posted on April 26, 2022 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 your
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Posted in DI Tips, Uncategorized

Executive DI Benefits Can Help You Attract and Retain Top Talent

Posted on September 7, 2021 by ecrowe
Even before the COVID-19 pandemic, low unemployment rates made hiring a challenge, and employers were focused on retaining employees. Yet, the COVID-19 pandemic changed how businesses operate virtually overnight. Many employees are working remotely and using this time to evaluate their job satisfaction. With 7 million job openings, employees can attain new positions that are
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Posted in DI Tips, Industry News, Selling DI, Uncategorized

New Year, New Goals

Posted on January 12, 2021 by ecrowe
Happy New Year! New year, new goals. Growing your DI sales not only helps your clients protect their income, it also grows your income and diversifies your product offerings. Here’s our top five blogs and podcasts to inspire you and kick start your sales in the new year. Your Clients Need to Hear from You
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Posted in DI Tips, Uncategorized

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

Your Clients Need This Advice

Posted on April 29, 2020 by ecrowe
The COVID-19 pandemic did not reduce the need for good financial advice and insurance products to protect your clients’ assets. In fact, now more than ever your clients and prospects need to hear from you. Your clients and prospects also feel the pain during times of crisis. Their priorities will shift, often overnight, as they
read more
Posted in DI Tips, 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?

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