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.
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 Illustration User Guide - Series 700 (DI8916)
- 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)
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