Principal and Standard’s E-apps make it easy to complete disability applications for you and the client. Quick fill and sign features and built-in checks for required fields help you and your clients complete applications accurately and quickly. It also makes sure your applications are complete and in good order before they are submitted, speeding up
Financial advisors play a key role in educating clients about the benefits of disability insurance. In Steve’s recent DI Podcast, Chris Wilmes shared in his interview that he would not have thought about disability income protection if his advisor had not brought it up. Your DI Toolkit We’ve put together a disability insurance toolkit to help you get started.
This year, make it your business to market and sell guaranteed standard issue disability insurance (GSI). In 2017, 50 percent of Source Brokerage’s record DI sales ($1.7M) were GSI sales.
Clients who are covered by group disability insurance through their employers may still be at risk. When you hear: “I’m covered at work,” ask to review their group plan. It’s an opportunity to educate your clients about their group benefit, and the gaps in this coverage. Here are some common gaps found in an employer-paid
Standard’s new Platinum Advantage individual disability product has all the quality features of the previous product with more flexibility and some added features that will appeal to millenials.