Sales Training - Individual Disability Insurance
We are committed to helping you become educated on the individual disability insurance (IDI) products and feeling more confident when discussing IDI with clients. Use these tools and resources to get started.
These materials are not intended for use with consumers.
These marketing materials will give you the jump-start you need to get ahead of your competition.
These producer brochures provide an overview of individual disability insurance (IDI) products.
- Business Loan protection (JJ1873)
- DI Retirement Security (JJ1709)
- Disability Buy-Out (JJ1700)
- Disability Income (JJ1674)
- Key Person Replacement (JJ1699)
- Overhead Expense (JJ1648)
These producer brochures outline our IDI programs and the key features you need to know to make offering IDI solutions easier.
- Multi-Life solutions (JJ1726)
- Simplified sales programs (JJ1123)
- Comprehensive disability solutions (JJ2263)
- Business planning services (JJ1837)
Get started selling IDI
- IDI administrative guide (JJ1858)
- IDI Marketing guide (JJ2244)
- IDI Illustration user guide (DI8916)
- IDI e-Application user guide (DI9115)
- Illustrating DI insurance (JJ2065)
- Income Protection brochure (JJ2240C) • Customize
- Product & services guide – Series 700 (JJ1146) • California (JJ1205)
- Solutions navigational flow chart (JJ1185)
These PowerPoint seminars are perfect for large group producer training or for independent learning. A variety of topics are offered.
- Introduction to individual disability insurance (DI9861)
- Getting started selling income protection/DI (DI8631)
- The income protection conversation (DI9173)
- DI consumer sales ideas (JJ1151PPT)
- Individual disability insurance portfolio overview (DI9204)
- DI Retirement Security overview (DI9201)
Working with business owners
- Business planning services (DI2708)
- Business owner and key employee solutions (DI8645)
- DI salary continuation and executive bonus (DI8512)
DI8790-02 - 05/2019