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Anyone have a short DI fact finder or quote sheet they use? and would not mind sharing? I have one for Life but am starting to look for cross selling opportunities.
Thanks
Thanks
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Anyone have a short DI fact finder or quote sheet they use? and would not mind sharing? I have one for Life but am starting to look for cross selling opportunities.
Thanks
I would like for Life and one for Health.
Not sure it'll really works with DI. If client wants a quick figure, 3-5% of their gross income is a good estimate.
In terms of fact finder.
Do you have di?
If yes three questions...
1.) When do benefits begin?
2.) How much do you get?
3. How long do they last?
No one knows the answer to these 3 questions, yet they often tell me they are all set b/c they have something through work.
Not sure it'll really works with DI. If client wants a quick figure, 3-5% of their gross income is a good estimate.
In terms of fact finder.
Do you have di?
If yes three questions...
1.) When do benefits begin?
2.) How much do you get?
3. How long do they last?
No one knows the answer to these 3 questions, yet they often tell me they are all set b/c they have something through work.