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?

Sent by AI assistant

I'm just looking for about a year out

Sent by Lead

Always good to start researching in advance! Do you already have a long-term disability policy in place at the moment?

Sent by AI assistant

I don't have this type of policy currently.

Sent by Lead

Okay, understood. Ideally how long would you want your coverage to last (1, 2, 5, or 10 years)?

Sent by AI assistant

I am looking for a policy that is 10 years or more.

Sent by Lead

👍 Sounds good. Are you currently working as a full-time or part-time employee, self-employed, etc.?

Sent by AI assistant

I'm employed.

Sent by Lead

I understand, thank you for sharing that with me :) And what is your approximate annual income?

Sent by AI assistant

My income is $100,000.

Sent by Lead

Gotcha! Another important thing for us to know is your tobacco usage. Are you a current or past user?

Sent by AI assistant

I don't smoke or chew tobacco.

Sent by Lead

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?

Sent by AI assistant

I have asthma but it is controlled

Sent by Lead

Okay, got it! Anything you provide is helpful information to know. Finally, if you don't mind my asking - what is your current age?

Sent by AI assistant

I am 45 years old.

Sent by Lead

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}

Sent by AI assistant

I'd be available for an appointment tomorrow at 11am.

Sent by Lead

Wonderful! My associate, {agent_name}, will connect with you soon to discuss your options. Have a great rest of your day!

Sent by AI assistant

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