Looking for DI general agency

al3 · 07-17-2008, 08:27 PM

I'm looking for a good DI GA that offers a wide range of carriers. I'd prefer one that has a West coast sales office, but it's not imperative. Anyone have any recommendations?

Al

padthaiforlunch · 07-17-2008, 08:57 PM

Dibroker.com

Good at running quotes and working cases.

50%fyc. 5% next 9 or 10. Production is grouped across all carriers. At certain production levels fyc increases to 60% and 70%.

edit: If you want Guardian and Mass Mutual, you will need to contact them directly. I don't bother with Guardian since I have Principal and Mass.

Standard and Principal have good product. Union Central is good for di buy-sell.

ReganTurner · 07-18-2008, 09:45 AM

BAR

[COLOR=navy][COLOR=navy]Brian C. Richardson, CLTC[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy]Berkshire Advisor Resource, Inc.[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy]7900 East Berry Place[/COLOR][/COLOR][COLOR=navy][COLOR=navy] 2nd Floor[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy]Greenwood Village[/COLOR][/COLOR][COLOR=navy][COLOR=navy], CO 80111[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy](303) 328-2429 Direct[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy](800) 530-2360 x229 Toll Free[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy](303) 221-0165 Fax[/COLOR][/COLOR][COLOR=navy][/COLOR]
[COLOR=navy][COLOR=navy][COLOR=#0000ff]brichardson@berkadvisor.com[/COLOR] [/COLOR][/COLOR][COLOR=navy][/COLOR]

thewold · 07-18-2008, 12:53 PM

You can check out The Plus Group - America's Premier Disability Insurance Marketing Organization. I've never gone through them but it's worth checking them out. Let me know what you think.

DAX · 07-20-2008, 01:15 PM

I use Dave White and Assoc in San Ramon, Ca.

padthaiforlunch · 07-20-2008, 04:54 PM

So what companies do you rep, besides being a wholesaler for Principal? Also, when do you expect your website to be up?

Originally Posted by ReganTurner

BAR

[COLOR=navy][COLOR=navy]Brian C. Richardson, CLTC[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy]Berkshire Advisor Resource, Inc.[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy]7900 East Berry Place[/COLOR][/COLOR][COLOR=navy][COLOR=navy] 2nd Floor[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy]Greenwood Village[/COLOR][/COLOR][COLOR=navy][COLOR=navy], CO 80111[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy](303) 328-2429 Direct[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy](800) 530-2360 x229 Toll Free[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy](303) 221-0165 Fax[/COLOR][/COLOR]
[COLOR=navy][COLOR=navy][COLOR=#0000ff]brichardson@berkadvisor.com[/COLOR] [/COLOR][/COLOR]

atlantic123 · 07-23-2008, 05:09 PM

Atlantic Financial
www.atlanticadvantage.com

arnguy · 07-23-2008, 05:22 PM

I was going to suggest The Plus Group, also, Al. I have never used them, but have heard that they do a good job. Let us know if you do contact or contract with them.

padthaiforlunch · 05-23-2009, 02:19 PM

My GA dropped the ball.

Who uses a good GA that has strong relationships with underwriters.

Would be nice if they have Union Central as a carrier.

The DI Doctor · 06-03-2009, 05:38 PM

The general agency I work with offers 10 Disability Insurance carriers, options for Critial Illness, and an option for Long Term Care if needed.

I can offer you disability products ranging from individual income protection, to business overhead expense coverage, along with buy sell, loan indemnification against disability, keyman coverage, and mortgage protection.

Most products in disability come with regular underwriting, but I can offer options with no requirements for blood/hos/ekg/paramed/or financials. This can even be done with discounted premiums.

Let me know if I can help you further, or send you information about our company. Take care!