Foresters Financial Partners Desktop Sales Maker Series

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Foresters Financial PartnersDesktop Sales Maker
Series   

• Host Ira Gottshall, CLU, RFC, ChFC
• President CEO FFP
• Guest Marcy Pruitt Ben Coleman
• -Disability Insurance Services

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Introducing Disability Insurance Services
Partnership with Foresters Financial
Partners Protecting Your Clients Most Valuable
Asset
Presented By Marcy Pruitt, DIA Managing Partner
Disability Insurance Services, Inc. 4444 Zion
Ave, Suite B, CA 92120 [phone] www.diservic
es.com
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DIS OVERVIEW

• You Now Have Access to the Nations Largest DI
  Distributor DIS!
• DIS has placed over 22,000 IDI, BOE DBO
  Policies
• 6 Branch Offices To Serve Foresters Financial
  Partners (FFP) Agent Needs
• DIS Provides Placement Expertise for Your
  Medically Impaired, Self Employed, High-Risk
  Occupation and other hard to place cases.

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DIS SERVICE LOCATION MAP
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SALES SUPPORT WITH 190 YEARS EXPERIENCE

• DIS Experts Available from 8am EST to 8pm EST
• Assistance with Case Design, Quote Review Sales
  Closing Techniques
• Patented DI Analyzer Product Comparison Developed
  For All Cases
• Sales Dept Supervisor Classifies all Quotes
• QA Dept ensures all quotes are accurate prior to
  release
• Submit Quote Requests and Download Application
  Forms Online 24/7

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UNDERWRITING SUPPORT WITH 85 YEARS EXPERIENCE

• DIS U/W Case Manager is Assigned to Every FFP
  Agent
• DIS scrubs every application for accuracy prior
  to Carrier Submission
• DIS orders All Requirements such as Exams or
  Medical Records
• Weekly Status Reports Sent to Advisor via
  Email/Fax
• Online U/W Status Available 24/7

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DIS CARRIER PRODUCTS
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CARRIER OVERVIEW FEATURES
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CARRIER OVERVIEW, MARKETS PROGRAMS
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DIS ON CRITICAL ILLNESS INSURANCE

• Target Markets
• Active Military
• Federal Employees
• Highly Compensated Individuals
• Senior Market
• Covers Over 20 Illnesses/Conditions
• Heart Attack, Cancer, Stroke or Alzheimers
  Disease
• Organ Transplant, MS, Paralysis, Kidney Failure,
  Deaf or Blindness
• Plan Provisions
• Up to 500,000 Lump Sum Benefit
• Issued to Age 69
• Return of Premium Rider Available

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DIS SALES IDEA
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SIMPLIFIED UNDERWRITING
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HOW TO GET STARTED?

• STEP 1 Contact DIS at 800-898-9641 for any
  questions.
• STEP 2 Submit the Proposal Request
• Go to www.forestersfp.com, then select
  Disability from the Quotes menu
• STEP 3 Make the sale!
• Before you present to your client, call DIS at
  800-898-9641 for compelling presentations and
  product brochures.

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How to Request a Quote?
Go to www.forestersfp.com
Select Disability from the Quotes menu.
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How to Request a Quote? (Cont.)
Select a product (i.e. IDI, BOE, DBO) from the
drop down menu. Click on the Next button.
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How to Request a Quote? (Cont.)
Fill-out the Agent information form. Click on
the Next button.
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How to Request a Quote? (Cont.)
Fill-out the Plan Design. Click on the Next
button.
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How to Request a Quote? (Cont.)
Enter Clients information. Click on the
Finish button.
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How to Request a Quote? (Cont.)
Your Quote Request is entered and it is now
submitted to DIS. Your Request will be processed
with 24 hour turn-around time.
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DIS COMPLIMENTARY SERVICES
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Earn MORE. Work LESS.

• DIS makes it easy!
• 800-898-9641
• mpruitt_at_diservices.com
• bcoleman_at_diservices.com
• www.diservices.com

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Foresters Financial PartnersDesktop Sales Maker
Series  

• Q As
• Thank You for Participating