Brokers who ask their clients the right questions before they take an individual disability income application are more likely to have satisfied clients, because it allows you to set realistic expectations. When the client knows what to expect, it makes the underwriting process smoother for you, the underwriter, and the client. The medical and financial underwriting for disability income
Happy Holidays from Source Brokerage! As we enjoy our families and the hustle and bustle of the holiday season, we want our brokers to know we appreciate your business!
When you are working with individuals, such as executives or physicians, who have the potential to be high earners as their careers progress, consider writing disability income with two carriers. Here’s why:
We often hear brokers say: “My client received a preferred plus rating for life insurance, so he or she will have no problems getting a preferred offer for disability income.” Yet, the risks are not equal. Here’s why:
Do you find selling disability income challenging? Is your area of expertise retirement and financial investments? Here’s a sales concept that can make it easier to provide disability income for your clients without the underwriting headaches: Simplified Underwriting.