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
This year, make it your business to market and sell guaranteed standard issue disability insurance (GSI). In 2017, 50 percent of Source Brokerage’s record DI sales ($1.7M) were GSI sales.
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:
It’s easy to get spooked by the tricks, and never get the treats. Here are some DI tricks you can turn into treats for your clients and yourself: