Advisory Package

This package is designed for first time users of MyDisabilityPlans or financial advisors choosing our various services a la carte. Want to try before you commit to a Partnership Agreement please select from the list of services below. Prices are provided for each service below. If disability insurance planning is not a major part of your financial planning practice this package may be the best fit for your practice. If your perform more than 1 client review per month the Partner Package will be a better value.


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PLEASE CLICK BELOW TO EXPAND EACH SERVICE WE OFFER

How much does it cost?

Free of Charge

  • For advisors who are confident their clients are underinsured.
  • Shop A-Rated disability insurance carriers.
  • Speciality and True Own Occupation definitions available.
  • Best contracts and premiums available.

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How much does it cost?

$150/Policy

  • For advisors who want to know exactly the coverage their client’s own.
  • Understand the quality and consequences of your client’s coverage.
  • REQUIRES the submission of complete policy booklets for both group and individual coverage.

If you would like available market solutions, it is recommended you select the Disability Portfolio & Market Recommendations offering below.

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What does my client own & what do you recommend?

$150/Policy

  • For advisors who want to know exactly the coverage their client’s own.
  • Understand the quality and consequences of your client’s coverage.
  • REQUIRES the submission of complete policy booklets for both group and individual coverage.

*Recommendations for improving coverage or lowering costs will be provided side by side with your client’s existing coverage detail.

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Can my client improve coverage without increasing costs?

$100 per attemp

  • For advisors who want to explore the removal of client policy exclusions or limitations due to previous medical underwriting.
  • Improve your client’s coverage without changing policies.
  • Client information will be kept confidential.

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How should my client prepare for filing a claim?

$200/hour

  • For advisors who don’t want their client to go through the claim submission process alone.
  • This service will provide guidance and support to set proper expectations of claim filling, medial information review, and financial documentation necessary to submitting a successful disability claim.

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How can we be more affective with our clients?

$100/Topic

  • For advisors who want to expand their knowledge of disability income planning.
  • Improve communication and risk exposure identification with your clients.

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