Sales Training - Individual Disability Insurance
We're 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.
Product profiles
These producer brochures provide an overview of individual disability insurance (IDI) products.
- Business Loan protection (JJ1873)
- Disability Buy-Out (JJ1700)
- Disability Income - Series 800 (JJ1674)
- Disability Income - Series 700 (JJ1674SEV)
- DI Retirement Security - Series 800 (JJ1709)
- DI Retirement Security - Series 700 (JJ1709SEV)
- Key Person Replacement (JJ1699)
- Overhead Expense (JJ1648)
Program profiles
These producer brochures outline our IDI programs and the key features you need to know to make offering IDI solutions easier.
- IDI underwriting requirements (JJ2328)
- Business planning services (JJ1837)
- Medical resident program (JJ2303)
Get started selling IDI
- IDI Administrative Guide (JJ1858)
- IDI Marketing Guide (JJ2244)
- Principal Income Protector Illustration User Guide (JJ2351)
- IDI e-Application User Guide (DI9115)
- Product & Services Guide – Series 800 & 700 (JJ1146) • California (JJ1205)
Solutions navigational flow chart - Series 800 (JJ1185) - Solutions navigational flow chart - Series 700 (JJ1185SEV)
On-demand education
View the recordings to learn more about disability insurance topics.
- Discover the ease and convenience of using application online Part B (DI10169)
Learn the benefits of using this digital client self service tool and how the process works.
View (5:14)
- Expedite the medical underwriting process with our telephone interview (DI10118)
Get to know how it works, what to do if a scheduled call is missed, and what happens after the interview.
View (5:26)
- Use eApp to get business done quickly (DI10084)
Learn how to use eApp and see why it's valuable to you and your clients.
View (10:20)
- Track business with online reports (DI10107)
See why our online reports are valuable to your Principal IDI business and learn how to use them.
View (8:30)
Insider Series archive
Review training sessions that provide insights from our team of experts.
- IDI Underwriting insights
Listen and view webinar (23:52)
- IDI solutions in the business market
Listen and view webinar (27:49)
- Opportunities to maximize your IDI sale
Listen and view webinar (29:32)
- Executing the IDI sales approach
Listen and view webinar (30:23)
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