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Disability Quote

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Agent Name:*
Agent Company:
Agent Email:*
Agent Phone:*
Disability Income plans typically cost 2-3% of client’s total income. Have you discussed this with your client?
- Yes
- No
Please discuss this with your client before requesting a quote.

We encourage you to schedule a call with one of OCI’s DI Planning Specialists before proceeding any further. Please click the link below to schedule a call:
https://oci.appointlet.com/b/amy-falconer
Please choose the OCI Sales Executive helping you with this case:*
Insured Name:*
Date of Birth:*
MM slash DD slash YYYY
Height & Weight:*
Gender:*
- Male
- Female
State:*
Tobacco User?*
- Yes
- No
Annual Gross Income:*
Existing Group Coverage?*
- Yes
- No
% of Salary Covered:*
Monthly Benefit Cap:*
Occupation and Duties (More specific the better - please note if insured is government/state employee):*
Business Owner (at least 20% and owned business for at least 2+ years)?*
- Yes
- No
Is the individual self-employed?*
- Yes
- No
Is the individual a W-2 employee?*
- Yes
- No
Plan Design
Note: Individual DI coverage does not cover pregnancy.
Elimination Period:*
Elimination Period:*
Benefit Period:*
Benefit Period:*
Desired Monthly Premium Amount:*
Premium Mode:*
Benefit Amount*
Additional comments, health concerns, or medications? Note: Individual Disability insurance does NOT cover maternity leave.
VERY IMPORTANT: Over 40% of disability cases are rated, declined, or carry exclusions. Eliminate the surprise for your client and increase your closing percentage by asking your client about any known health conditions. Specifically ask if they have a history of neck or back disorders, diabetes, cardiac conditions, depression/anxiety, sleep apnea, or cancer.
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About Us

Headquartered in Elkhorn, Nebraska, OCI Insurance & Financial Services, Inc., is an insurance general agency providing support to thousands of agents nationwide in the placement of these products and services.

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Elkhorn, NE 68022

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