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Enjoy A Cup of Coffee on Us

Posted on July 10, 2014 by ecrowe
Source Brokerage, Inc. is kicking-off it’s new social media campaign to build more awareness about disability income and to help you promote DI with your clients. To show our appreciation for our first 100  friends and followers, we’re sending them a $5 Starbucks card. Friend us on Facebook and Follow Us on Twitter and LinkedIn.
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Posted in Company Updates, Promotions, Uncategorized

How to Play Like a World Cup Soccer Champion

Posted on July 1, 2014 by ecrowe
Disability income producers can learn some key strategies from the recent World Cup soccer matches. Here’s a few to keep in mind as you work with your clients:
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Posted in DI Tips, Info Articles, Selling DI, Uncategorized

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Source Brokerage, Inc.

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:
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    Former Occupation/Duties:
    Former Salary: $
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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?

      Producer’s Name:
      Phone:
      Email:

      Your request has been sent.

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      Thank you!