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Setting DI Expectations: Tools to Bolster Quotes and Benefits

Whether you are interested in offering income protection in your practice or learning how to improve your success of gaining applications and placing disability insurance (DI) policies, attending this webinar is a great place to start!

Please join Kenny Russell, director, DI Sales, Crump, and carrier representatives as they discuss tools to obtain a greater number of applicants, gather information to improve quotes, and bolster placement of applications.

They will cover:

  • Setting premium expectations prior to quoting and creating budget-friendly plan designs
  • Addressing underwriting questions and possible outcomes to increase placement
  • Outlining how medical conditions affect quoting and available carriers, and preparation to help expedite the underwriting process

Reserve your spot now!

0322 SOLC22-9410-A 0424 

Guaranteed issue is done on a case-by-case basis; however, Lloyd's (specifically Hanleigh) requires that the coverage be mandatory for all in that class of employee down to a minimum of three lives. The class could be all considered executives in the company (including owners working full time); if it is a law firm, it could be all partners. Lloyd's can do guaranteed standard issue on supplemental individual DI, or business products such as key person.

For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.  

Copyright © 2022 Crump Life Insurance Services Inc.