New Materials to Aid Your Selling Process

You can always use new tools to aid selling individual disability insurance to your clients. This month, we’re highlighting two new IDI materials for your use.

Help Prepare Your Clients for Underwriting

You’re used to providing information to your clients that highlights the value of IDI. You give them options to provide coverage that’s a true fit for their income and lifestyle. But are you also discussing underwriting? 

Now you have access to the new online Underwriting Guide. It's a valuable reference for you that takes a glimpse into your clients’ underwriting process.

Here’s what you can find inside:
•    A summary of common underwriting restrictions
•    An extensive list of medical and other conditions with corresponding potential underwriting outcomes
•    Notes to contact IDI Underwriting directly with questions for specific conditions

Share Income Protection Strategies With Physician Clients

The Standard designed Platinum Advantage IDI with physicians in mind. And the new Protect Physician Income interactive brochure allows you to share information with your physician clients. Now, they can move tab-by-tab to find coverage benefit and rider details. 

With this information at their fingertips, you can help tailor your clients' IDI coverage to fit their medical specialties and career paths.

In the brochure, find:
•    A list of core Platinum Advantage features
•    A focus on Own Occupation for specialized physicians
•    A comparison of residual disability riders
•    Details of the Student Loan Rider
•    Options for medical residents and fellows
•    More IDI resources for physician clients

Stay tuned with IDI Connect for more selling resources in the new year.

For Producers Only