Top Insurance Carriers
- Berkshire / Guardian
- Mass Mutual
- MetLife
- Mutual of Omaha
- Principal
- And many more
Carrier Comparatives
- Definitions
- Rider Provisions
- Underwriting Requirements
- Financial Ratings
Implementation and Support
- Coverage Explanation
- Application & Underwriting
- Medical Exam Scheduling
- Medical Exam Preparation
- Weekly Status Reports
- Annual Review
A Trusted Resource for Trusted Fee-Only Advisors
Do you have a Consistent, Reliable and Repeatable Process to secure disability insurance for your clients?
When working with MyDisabilityPlans.com you are provided with a specialist who understands the intricacies of disability contracts and has direct access to the market place. We provide a proven and consistent process to disability insurance coverage design, presentation, underwriting and implementation with almost 20 years of industry experience. Because we specialize in the niche forms of disability insurance coverage we have assisted financial professionals by placing over 30,000 individual disability contracts. This experience has provided a 86% placement ratio, which stands 20% above the industry average.
Are you concerned about Client Confidentiality and Maintaining Financial Planning Integrity?
When working with MyDisabilityPlans.com you can keep you client’s personal information confidential. We provide a secure file email submission for sensitive financial documentation when implementing your client’s personal disability insurance.
Everything stems from your direction within the overall financial planning goals for each of your clients. Maintaining the integrity of your planning recommendations is our #1 priority.
Do you desire Specialty Focus plus In-force AND New Carrier Comparatives?
MyDisabilityPlans.com is dedicated to being your disability insurance expert. We pride ourselves on supporting the holistic financial planning process. We will provide you expert consultation to help assist you in making the appropriate decision with your clients. We will not deviate from your personal recommendations, nor interfere with other products and services. We will provide detailed, side-by-side comparatives (see sample comparative) with in-force carrier contracts to help you explain coverage differences with your clients. Simply provide copies of their in-force policy through our secure email transfer and these comparatives will be provided along side new coverage options in the market to assist in making an informed decision.
Why Fee-Only Financial Advisors Partner with MyDisabilityPlans.com?
Keep Your Planning Recommendation Integrity
No competition interfering with other aspects of your recommendations. We are dedicated to implementing your Disability Insurance recommendations.
Confidentiality of Your Client’s Information
We take the sharing of your client’s personal information extremely serious. We provide secure electronic transmission of all sensitive information.
Unbiased Coverage Comparatives
We are committed to providing unbiased access to the market place to find the best insurance product your clients deserve. We will compare your client’s in-force coverage to the options available in the market on one easy to use comparative document.
Gain your access to additional services
- Business Valuation Services
- Buy Sell Contract Review
- Disability Contract Review
- Complex and Unique Cases – Specialty Markets
Online Forms
Individual Disability Recommendation Form
Using this form submission assures your requests are received by our disability consulting staff. We base all comparative illustrations on the requests placed in this form unless underwriting requirements will not allow.
Health Assessment Form
This form is used to easily gather personal health information during the more time consuming aspects of the purchase process. You do not have to spend your time investigating these sensitive areas of your client’s lives. This form is used to direct our disability planning consultants to verifying your disability coverage recommendations can be achieved with the selected carrier(s). Alternatives will be presented if medical conditions prevent, limit or change an offer of coverage from the selected insurance carrier.
