Think disability insurance is too complicated to add to your practice? You’re not alone. Many advisors hesitate because they assume DI means more paperwork, long underwriting delays, and extra time they don’t have.
But here’s the good news: getting started is faster and easier than you think. In fact, with the right partner, you can begin selling disability insurance in under 30 minutes.
Why It’s So Simple
The biggest barrier isn’t the product—it’s the process. That’s where our team comes in. We handle the heavy lifting so you can stay focused on your clients.
Here’s how we streamline it for you:
- Quick Quote Requests – You provide a few key client details, and we’ll deliver multiple DI options tailored to their needs.
- Underwriting Support – We know which carriers fit best for specific occupations, income levels, and medical backgrounds. That means fewer surprises and faster approvals.
- Paperwork Made Easy – Applications, forms, follow-up—our team takes care of it so you don’t have to.
What This Means for You
- No steep learning curve.
- No wasted hours digging through carrier portals.
- No risk of missing out on revenue because DI felt “too complicated.”
Instead, you’ll have a ready-made process that positions you as the advisor who protects not just assets, but incomes—the foundation of every client’s financial plan.
Ready to Add DI Without Adding Stress?
All it takes is one client conversation and 30 minutes of your time. We’ll take care of the rest.
👉 Book a quick strategy session. Contact Steve Crowe at ext. 222 or request a quote.
