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Selling Life but not Disability?

Posted on October 30, 2013 by ecrowe
Everyone knows financial planning without disability income protection does not lead to a secure future, so how can brokers get the attention of their clients who are unaware of the need for disability income protection?
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Posted in Uncategorized

Protect Your Clients’ Income from the Biggest Threat

Posted on October 9, 2013 by ecrowe
Did you know your clients are 3x more likely to become disabled then to die during their working years?
read more
Posted in DI Tips, Selling DI, Uncategorized

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9535 E. 59th Street, Suite C Indianapolis, IN 46216 Toll Free: (800) 925-3898 Telephone: (317) 803-3330 FAX: (317) 803-3370

E-mail: secrowe@sourcebrok.com

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      Client’s Name:

      Client’s DOB:

      State of Residence:

      Gender:

      Tobacco Use?

      Occupation:

      Title/Duties:

      Benefit Period:

      Elimination Period (days):

      Current Year Income: $

      Income 2 years ago: $

      If business owner, how long?

      Percentage of manual duties:

      If less than one full tax year in business:

      Former Occupation/Duties:

      Former Salary: $

      Coverage In Force (fill all appropriate fields)

      Is there Group LTD?

      Replacement Percentage:

      Benefit Group LTD Cap: $

      Benefit Amount: $

      Is there Individual Disability Income coverage?

      Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

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