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Annual Reviews Yield Results for Clients

Posted on April 15, 2016 by ecrowe
Like an annual physical, an annual review of your clients’ income protection insures they maintain good financial health and address any gaps in coverage.
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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:

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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:

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      Former Salary: $

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