Transitioning to the
Disability Marketplace
Where Do I Start?

Understand the basics of disability income
policies.
Be well organized
 Sell what you own
Think living benefits
Routine
Source: Eastbridge Consulting Group’s U.S. Worksite Study, 2002
What Approach Should I Use?
 Be prepared with tools
 Use statistics
 Use case studies
 Reinforce importance
I Don’t Feel Confident Enough!
 Work with another agent
 Seek sales support