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May is Disability Awareness Month

Posted on April 28, 2015 by ecrowe
In honor of Disability Awareness month, Source Brokerage, Inc. has put together some resources to help you increase your disability income sales.
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Posted in DI Tips, Selling DI

DI Carriers and Their Niches

Posted on April 13, 2015 by ecrowe
Staying abreast of the ever-changing disability market is challenging. How do you know what carrier will provide the best DI coverage for your client’s occupation and financial profile?
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Posted in 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:

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    Tobacco Use?

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    Elimination Period (days):

    Current Year Income: $

    Income 2 years ago: $

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    Percentage of manual duties:

    If less than one full tax year in business:

    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:

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