Your Go-To DI Needs Analysis Form

Increase Your Quoting Success

Our all-new DI Needs Analysis Form helps you capture pertinent information that will increase the odds of successfully selling the case.

This form will guide you through the process of:

  • Determining the clients income protection need
  • Projecting the value of their income over time
  • Identifying existing DI benefits
  • Understanding how much they qualify for
  • Discussing any budgetary constraints
  • Establishing Plan B – the lower budget option

Complete the form to download your Needs Analysis Form nowmulti-life-ltci-case-study

Download Here

Why Partner With DIS
Please follow and like us: