Intro to Personal DI Products The purpose of this course is to educate you on the basics of personal DI products, so that you will become comfortable using them in your practice. (281Kb)
Introduction to Business Disability Insurance Products The purpose of this session is to educate you on the basics of these specialized products in the small business markets, so that you will become comfortable using them in your practice. (282Kb)
Article - Rehabilitation - The New Own Occ? Steve Brady, Manger of Disability Income Sales at Standard writes about the value of a strong rehabilitation ability by the carrier you choose to offer your clients. This article appeared in the March 1, 2004 edition of The National Underwriter. (573Kb)
Close Every DI Case - March 2004 Seminar This seminar provides clear and concise information that will help the financial professional close DI cases more effectively. (89Kb) (89Kb)
Simplified DI Plans - January 2004 Seminar Simplified underwriting programs are the rage and several carriers offer programs which will make underwriting DI plans a lot easier. This seminar focuses on several programs offered by carriers SDIC offers. (99Kb)
DI Day 2004 - John Roberts John Roberts is President of Disability RMS and chairs the Life and Disability Product Board at Assurant Employee Benefits. Johns materials focus on statistical and marketing information pertinent to group disability plans. (1Mb)
DI Day 2004 - Chris Carlson Chris Carlson is a sales and marketing speaker and trainer affiliated with Anthony Cole Sales Management. Chris is based in Seattle WA and works with clients around the country to assist them in building effective sales teams. Chris formerly ran disabiilty income sales offices for Provident Life and Accident and operated his own independent agency prior to joining Bisys to manage the Disability Income Sales Center. Chris's materials provide insights into selling disability coverage and weaves in great reading suggestions for the serious sales professional. (369Kb)
DI Day - Dan Skwire Dan Skwire is a principal and actuary at Milliman USA in Portland ME. Dan has assisted clients in a wide range of group and individual disability projects. His primary areas of practice include product design, pricing, compliance, valuation and actuarial appraisals. Dan's presentation covers statistical information and ideas regarding the direction of future product development. (235Kb)
Principal IDI Product Summary Including New Riders Principal recently introduced a new Catastrophic DI Rider along with a new combination of the guaranteed increase provisions. These additions help make the Principal HH700 one of the most competitive DI plans in the market. Review this PowerPoint for additional information and then call our marketing team for a proposal. (826Kb)
MetLife Multi Life LTCI Program This PowerPoint presentation provides details of MetLife's multi-life LTCI program using individual LTCI products. (244Kb)
(The files on this page will only open if you are using Adobe Acrobat. If you have an older version, there may be problems viewing
these files. Please upgrade to this new version using our free link.)
