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Training Resources

 

Guaranteed Standard Issue (GSI) Audio Conference (PDF Version)

The topic is: ”Guaranteed Standard Issue (GSI)”

and will be presented by Tom Esselman, Met Life Senior Account Executive, Brett Neville , Met Life Senior Account Executive and George Davidson of The Plus Group®

Please Join Met Life and The Plus Group® to hear about emerging trends and solutions in the Executive Benefits Disability Market Place. Based on MetLife’s 7th Annual Employee Benefits Trends Study reported in 2009:

  • 68% of employees are concerned and feel unprepared if a principal wage earner were no longer able to work because of a disability
  • More than 41% of employees consider workplace benefits to be the foundation of their personal safety net
  • 40% of employees say benefits play an important role in their decisions about whether to remain with their employer
  • 50% of employers state employee retention is their top benefit objective

Please join us and learn about No Medical Exams, Limited Medical Underwriting, Unisex Rates and Discounts up to 35%

Guaranteed-standard-issue-gsi-audio-conference-pdf-version

 

Disability Insurance 301

For producers who know about IDI, this presentation discusses how IDI works with Guarantee Issue and LTD

disabilty-insurance-301.pptx

 

Disability Insurance 201

DI 201:  For producers who already know about IDI, this presentation provides important information about IDI products and their value

disability-insurance-201.ppt

 

Disability Insurance 101

DI 101: An introductory presentation for producers new to DI.

disability-insurance-101.pptx

 

Sample Individual Disability Income Insurance Policy

Sample Individual Disability Income Insurance Policy from The Standard

sample-individual-disability-income-insurance-policy.pdf

 

Sample Corporation Insured Purchase Agreement

Sample Corporation Insured Purchase Agreement. Cross Purchase Plan (Optional Disability Buy-Out)

sample-corporation-insured-purchase-agreement.doc

 

Buy-Sell, Corporation Trusteed Cross Purchase

This sample agreement has been prepared as a guide to assist attorneys. It contains the basic provisions which are usually included in such agreements. Our publication, Buy-Sell Arrangements (A Guide for Professional Advisors) discusses some of the pertinent issues to consider in drafting such agreements.

buy-sell-corporation-trusteed-cross-purchase.doc

 

Disability Income Salary Continuation Plan Resolution And Agreement

The sample resolution and agreement have been prepared as guides to assist attorneys. The agreement outlines the basic provisions which are usually included in such agreements. Neither the agreement nor the resolution is intended as a final draft. Modifications will be required to fit the particular situation. The attorney will necessarily be responsible for the actual documents and their wording.

disability-income-salary-continuation-plan-resolution-and-agreement.doc

 

Plus Group: The ABC’s of DI

THIS PRESENTATION: Provides Accurate and Authoritative Information. Content Accuracy is not Guaranteed, Does not Render Legal, Accounting, Tax or other Professional Services

plus-group-abc039s-di.ppt

 

Disability Client Mailers

Protect Your Most Valuable Asset:  You probably insure your home, car, and other personal assets. But are you protecting your most valuable asset…your ability to earn an income? We can show you how.

disability-client-mailers.pdf

Bloch Resources & Tools