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Why Your Professional and Physician Clients Need Individual Disability Income?

Posted on November 17, 2022 by ecrowe
Professionals and physicians need individual disability insurance. Here’s why: Nobody wants to take a 40-60% pay cut if they become injured or go on medical maternity leave – especially after a decade of training plus thousands of dollars of medical or dental school costs. The truth is that it’s never too early to start planning
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Posted in DI Education, Uncategorized disability income, group disability income, individual disability income

Help businesses protect what matters with individual disability income (DI) insurance

Posted on June 8, 2022 by ecrowe
Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners priorities and sales opportunities they can offer you. Key Findings and Opportunities Business protection is their #1 priority. Key person insurance is an effective way to protect against an unexpected disability that could disrupt business operations. Share with clients:
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Posted in Uncategorized business owners, disability income, keyperson

COVID-19 Update: DI Carriers Adjust Guidelines and Underwriting

Posted on April 2, 2020 by ecrowe
DI carriers are adjusting underwriting and guidelines to address the impact of COVID-19 on new business and DI existing policies. Here’s how: Extended grace periods for late premium payments. While most DI carriers are offering extended grace periods, they are not all the same. If your client is unable to make premium payments on time,
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Posted in Carriers, Company Updates, Selling DI, Uncategorized COVID-19, disability income

3 DI Products Designed for Small Business Owners

Posted on August 22, 2018 by ecrowe
Retirement, business loans, and key employees are important concerns for small business owners. Introduce small business owners to these  DI products designed to protect their businesses and  retirement savings in the event of a disabling injury or sickness: DI Retirement Plan Protection The first thing that stops when you are disabled and struggling to make ends meet is saving money.  Retirement plan
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Posted in Uncategorized disability income, disability income quotes, income protection

Good DI Field Underwriting = Satisfied Clients

Posted on February 14, 2018 by ecrowe
Brokers who ask their clients the right questions before they take an individual disability income application are more likely to have satisfied clients, because it allows you to set realistic expectations. When the client knows what to expect, it makes the underwriting process smoother for you, the underwriter, and the client.  The medical and financial underwriting for disability income
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Posted in DI Tips, Selling DI, Uncategorized disability income, disability income sales tips, individual disability income

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    Client’s Name:
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    Elimination Period (days):
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    Income 2 years ago: $
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    Percentage of manual duties:
    If less than one full tax year in business:
    Former Occupation/Duties:
    Former Salary: $
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    Replacement Percentage:
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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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