DI Resources

Need a little more information or content for your next meeting? Looking for that key point to bring the sale home? There are plenty of resources to help you.  Contact Keith Hoffman, 512-697-6185, or try one of the many resources below.

About the DI Training Series

This sales – not product – training includes:

  • Six virtual classroom sessions that will help you create a successful buying experience
  • Assignments between sessions to boost your sales experience
  • A one-year membership to the International DI Society (IDIS) and a group dinner at the 15th Annual IDIS Conference in San Diego, CA, October 21-23, 2019, if you participate in all six sessions.
  • Certificates of completion for the basic, intermediate and advanced sessions

Register for training now!

Basic

May 8, 2019 – Session #1 – The Need for Income Protection

  • Intro to the product
  • Marketing techniques for desired markets
  • Prospecting versus Story Telling
  • Sales Idea – “Gone with the Wind”

May 14, 2019 – Session #2 – Proposal and Presentation Strategy

  • Needs based “What happens if?”
  • Applications and required forms (helpful hints)
  • Sales Idea – “To Sell or Consult? That is the Question!”

Intermediate

June 11, 2019 – Session #1 – Underwriting Process

  • Financial, Medical, Occupational
  • Impaired Risks, High Limit, Hard to Place Occupations
  • Sales Idea – “The Ditch of Disability”

June 18, 2019 – Session #2 – Placing Business

  • Issued “Other than As Applied”
    • Medical Conditions, Waivers & Ratings
  • Business Overhead Expense
  • Sales Idea – “Double Your Coverage for the Same Cost”

Advanced

July 9, 2019 – Session #1 – Multi-Life Business, Part A

  • Intro to the Concept
  • Prospecting and Evaluation
  • NFP DI Multi-Life Sales Center
  • Sales Idea – “Reverse Discrimination - Problem/Solution”

July 16, 2019 – Session #2 – Multi-Life Business, Part B

  • Plan Designs – Guaranteed Standard Issue Offers
  • Enrollment Services
  • Account Management
    • Conservation, Retention, Re-Enrollment
  • Disability Buy/Sell
  • Sales Idea – “Buy/Sell – What happens if?”

Carrier Partner Training

May 29, 2019 – NFP’s Newest DI Core Carrier — Ameritas

Register »

Excess Disability Program for NFP Clients

Replay Webinar »


Disability Information

Principal's NEW DIAM Materials
Principal just released their new tools for DIAM this year. Check them out!

Protect Your Paycheck
Learn more about how you can create awareness with your clients so they can protect their paycheck.

The Council for Disability Awareness (CDA)
The CDA is a nonprofit organization committed to informing and educating the American public about the widespread and growing frequency of disability and the financial impact it has.

The Americans with Disabilities Act (ADA)
The official website of the ADA covers disability rights, design standards, guides for small businesses and nonprofit organizations, and much more.

Disability.gov
This federal government website provides comprehensive information about disability programs, services, laws and benefits.

The National Organization on Disability (NOD)
participation and contribution of America's 54 million men, women and children with disabilities.

Health and Wellness Information

American Heart Association
Here, you'll find information about heart disease prevention and healthy lifestyle tips.

The Arthritis Foundation
The Arthritis Foundation is dedicated to the prevention and treatment of arthritis.

American Cancer Society
Find information on cancer prevention and programs for patients and their families, friends and caregivers.

American Diabetes Association
The American Diabetes Association is dedicated to promoting diabetes research, information and advocacy.

MedlinePlus
Check out this federal government website for information on over 700 diseases and conditions, as well as a medical encyclopedia and dictionary.

Financial Protection Information

American Council of Life Insurers
Here, you'll find the "why, how and how much" of shopping for individual disability insurance, as well as tips and a checklist on finding the right policy for you.

America's Health Insurance Plans
This nonprofit organization provides information and consumer guides on health and disability insurance.

Life and Health Insurance Foundation for Education
Check out this website for information about insurance for your life, health, disability and long-term care.

Social Security
If you develop a disabling medical condition, Social Security may pay you benefits. This website has information on eligibility requirements and the amount of benefits you could receive.

Workers' Compensation
Workers' compensation provides benefits for workers who've been injured or become ill while on the job. This website includes comprehensive information, links to workers' compensation boards in all 50 states, and addresses, phone numbers and links to websites of state agencies.

The National Association of Insurance Commissioners
The nonprofit National Association of Insurance Commissioners' Insure U — Get Smart About Insurance program helps consumers make educated decisions about the insurance protection they need. The site also contains information on life, home, health, renters and auto insurance.