Hey there! It has been brought to my attention that you are interested in a long-term disability insurance plan and I'd love to get some additional info from you in order to put together a policy that best suits your needs. How soon are you looking to get coverage in place?
I'm just looking for about a year out
Always good to start researching in advance! Do you already have a long-term disability policy in place at the moment?
I don't have this type of policy currently.
Okay, understood. Ideally how long would you want your coverage to last (1, 2, 5, or 10 years)?
I am looking for a policy that is 10 years or more.
👍 Sounds good. Are you currently working as a full-time or part-time employee, self-employed, etc.?
I'm employed.
I understand, thank you for sharing that with me :) And what is your approximate annual income?
My income is $100,000.
Gotcha! Another important thing for us to know is your tobacco usage. Are you a current or past user?
I don't smoke or chew tobacco.
Alright, appreciate you sharing that with me. Any notable medical conditions, including any illnesses, accidents, operations, and known genetic conditions that may come to mind?
I have asthma but it is controlled
Okay, got it! Anything you provide is helpful information to know. Finally, if you don't mind my asking - what is your current age?
I am 45 years old.
Got it, thanks! When would be the best time for an agent to reach out directly? Here are a few options we have open currently - {scheduling_link}
I'd be available for an appointment tomorrow at 11am.
Wonderful! My associate, {agent_name}, will connect with you soon to discuss your options. Have a great rest of your day!
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