There's strength in numbers! Writing disability insurance coverage on multiple lives at once can lower the costs for your clients — while maintaining all of the benefits of an individual DI policy. With multi-life coverage for key employees, business owners can retain top talent by making their benefits stronger, and you can generate more revenue from a single opportunity.
Prior to running a multi-life disability quote, the carrier will need this excel spreadsheet filled out with the names, job roles, income and other information for any potential insured. Get a head start by downloading the census (Excel format) now.
Do you have business owner clients who match these key characteristics? If so, a multi-life sale may be the perfect opportunity to introduce in your next planning meeting.
