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  1. Surveys
  2. 2012
  3. September
  4. L
  5. LB Checklist
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You are invited to participate in my survey to better understand your individual needs for LB support.

Please answer all the questions honestly. 1 = extremely uncomfortable - you don't even know where to start answering this question 5 = extremely comfortable - you can answer this question in your sleep and without aid.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
Name
   
 
 
Critical Illness Insurance
1 2 3 4 5
1. Describing Critical Illness Product strengths overall
2. ROP Riders (death, surrender, expiry)
3. Children’s Lifecheque Rider
4. Waiver of premium on disability Rider
5. Best docs vs Heath Services Navigator
6. CIPP – how it works
7. CIPP – how to quote
8. CIPP – taxation
9. Split Dollar CI – how it works
10. Split Dollar CI – taxation
11. Asset Protection Concept (Diamondview)
12. Competitors strengths
13. Pricing sweet spots – where are we price competive?
14. Why buy CI?
 
 
Disability Insurance
1 2 3 4 5
1. Describing Venture and Proguard strengths overall
2. AIR Rider
3. COLA
4. Pensionguard
5. Own Occ
6. ROP 4 and 5 back
7. Partial and Residual disability
8. Differences between Any, Reg, Own occ
9. ExpenseComp features and benefits
10. ExpenseComp taxation
1 2 3 4 5
11. BuySell features and benefits
12. BuySell taxation
13. ILRP – how it works
14. ILRP – how to quote
15. ILRP – taxation
16. Competitors strengths
17. Pricing sweet spots – where are we price competitive?
18. Why buy DI?
 
 
Long-Term Care Insurance
1 2 3 4 5
1. Describing LivingCare strengths overall
2. Competitors strengths
3. Pricing sweet spots – where are we price competitive? 4. Why buy LTC
 
 
Presentations
1 2 3 4 5
1. Critical Illness presentations
2. Disability Presentations
3. LTC presentations
4. Advanced topics (ILRP, CIPP, Buysell, split dollar)
 
 
Other
1 2 3 4 5
1. DI preliminary Underwriting (Occ classes, etc)
2. CI preliminary Underwriting
3. LTC preliminary Underwriting
4. Claims
5. Handling objections
6. Selling the sizzle on “why” to buy optional riders
7. Transitioning from life insurance to LB conversation
8. Spotting opportunities for LB
9. LB compensation
10. LB legacy products
11. Diamondview software
12. Application completion
13. Administration (policy changes, etc)
14. Who to contact
 
 
 
Any other areas that you would like to grow your knowledge base?
   
 
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