You know your clients need individual disability insurance, but you feel overwhelmed by the complexities of it. Source Brokerage can help. We will help you sell it to your clients or sell it for you, and you’ll still get the full commission. The many variables of the disability income policy can be confusing and difficult to navigate. Some
Financial advisors play a key role in educating clients about the benefits of disability insurance. In Steve’s recent DI Podcast, Chris Wilmes shared in his interview that he would not have thought about disability income protection if his advisor had not brought it up. Your DI Toolkit We’ve put together a disability insurance toolkit to help you get started.
Millennials are top prospects in the insurance and financial planning industry. Protecting their families from an unexpected loss of income with life and disability insurance is at the top of the list.
Want to achieve multiple sales with just one presentation? Lead with a discussion about enhancing the company’s employee benefits by offering multi-life individual disability income.
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