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Policy Assessment

Use the Policy Assessment Kit to create unbiased, third-party support for addressing your client's underperforming policies.

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Agent Information

Client Information

  • Male Female
  • Yes No
  • Employee Employer
  • Yes No

Benefits to Quote

Disability Insurance

  •  30 days 60 days 90 days
    180 days 365 days 730 days
  • 2 years 5 years Age 65
    Age 67 Lifetime
  • Own occ Residual COLA
    Future Purch. Opt. SDIR Show All Purch. Opt.

Business Overhead Expense

  • $
  • 30 days 60 days 90 days
  • 12 months 18 months 24 months
  • Residual Residual
    Salary of Replacement Show All Purch Opt

Disability Buy-Out

  • $
  • 12 months 18 months 24 months
  • Lump Sum 18 months 24 months 36 months 60 months
  • $
Case Status
Quotes
Forms
Contracting
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