Individual disability insurance (IDI) gives you many reasons to talk to business owners. Whether their priorities include protecting their business, income or employees, IDI offers many solutions to help meet their top needs in the event of an illness or injury.
Get talking in 4 steps
1. Identify current business clients and find new prospects using online databases, such as zoominfo.com1.
2. Approach business owners using this email to schedule a meeting.
3. At the first meeting, gather information and help owners identify their top priorities using this guide (View)
4. To prepare for the second meeting, we’re here to help you select the IDI solutions to recommend to the client and discuss other details.
To learn more, join our webinar on Tuesday, August 20th at 11:30 am.