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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

Solutions for Business Owners in Manual Occupations

Posted on October 11, 2012 by ecrowe
Providing income protection for business owner clients in manual occupations can be a challenge. Individual disability income policies for these occupations with higher premiums, yet shorter benefit periods–usually 2-5 years–and fewer riders.
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Posted in Selling DI, Uncategorized disability income sales tips, income protection, individual disability income

Top Reasons to Sell Disability Insurance

Posted on June 29, 2012 by ecrowe
Set yourself apart from other financial planners. Lead the way with disability income insurance. Top 5 reasons to sell individual disability insurance:
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Posted in Selling DI income protection, individual disability income

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      Client’s Name:

      Client’s DOB:

      State of Residence:

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      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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