We provide the following services:

• Training Seminars
• Proper use of disability insurance within a financial plan
• Business disability insurance products and proper use within a business continuation plan
• Policy types and contract provisions
• Underwriting and issue procedures
• Understanding and using sales presentations and illustrations
• Understanding the tax consequences of various DI Products
• How to market the individual/group combo
• Administrative Services
• New business processing and underwriting follow-up
• Contracting and licensing
• Policy service relating to in-force business
• Customized large-case design
• Cross-selling opportunities
• Product comparisons