When working with The DI Concierge, your clients will always receive a personal touch on income protection. Starting with case design and finishing with the delivery of the policy, we are a full-service brokerage agency.
Through our consultative process, we make sure your clients receive personal solutions for their specific situation.
- 24-hour Proposal Turn-Around
- Consultative Service Model
- Comprehensive Plan Design
- Preliminary Underwriting Reviews
- Medical Requirements & APS Ordering
- Customized Case Design