Fact Finding with your client made easy

Discussing the need for Disability Income insurance with your clients is important.  Just as important as the need is the fact finding with your client to determine if they have current coverage, is it enough, and how long do their benefits last.  A quick needs assessment can help you uncover a gap in coverage or determine the need to put a Disability Income policy in place to protect your family.   Our customer approved “Determine the right Coverage” checklist will help you and your client walk through the steps to protecting their family.