
Disability Insurance
3 Mark offers disability insurance from over 10 top carriers. As one of the most often overlooked segments of the market, disability insurance can be a powerful tool to increase your business and help your clients protect their earning power.
This section provides product details as well as numerous other resources designed to educate, inform and help you sell disability insurance.
Disability Insurance Quick Guide: For an easy-to-use product overview to review features, benefits, etc.
Other Tools: Below are a number of other useful tools prepared by Principal but which can be used regardless of the carrier you ultimately choose for your client.
Educational Materials
- Who Benefits from DI Coverage flyer (JJ 1385)
- This producer piece discusses client market characteristics, the types of solutions we offer, the coverages for various life stages and the marketing materials available.
- Know the Facts (JJ 1260)
- Brochure describes the importance of income protection and overcomes common myths.
- Definition of Disability (JJ 1350)
- Compares three different definitions of disability and how each would payout in four different claims scenarios.
- DI Quick Guide
- This Guide is designed to provide you with easy, instant access to product details and features.
Approaching Clients
- Cross-Selling DI Sales Kit for Life Producers (KIT 1995)
- Includes several marketing pieces to educate you and your clients about Principal Life’s Individual Disability Insurance (DI) offering. Includes claim stories, Simplified DI information, a worksheet for identifying needs, etc.
- Approaching Clients with DI (JJ 1383)
- This producer flyer outlines the many marketing tools available for approaching prospects and clients about disability insurance.
Do Your Clients Know Their PDQ? E-mail (DI 8215)
Take Control of Your Financial Future E-mail (DI 8090)
Protect Your Income Today E-mail (DI 8093)
Underwriting
- Pre-Screening Questions (JJ 1249)
- A quick tip sheet that helps you determine if a client is a good prospect for DI
- Tips for Better Underwriting (JJ 1250)
- Discusses how thoroughly completing the application can help make the underwriting process go smoother.
- Understanding DI Underwriting (JJ 1377)
- Discusses key factors in the DI underwriting process. Also covers myths regarding DI insurance.
Contact Us:
Staci Clark
Director – Marketing
(281) 269-2363
Staci.Clark@3Mark.com

