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Let Us Sell Individual Disability to Your Clients for You

Posted on May 16, 2018 by ecrowe
  You know your clients need individual disability insurance, but you feel overwhelmed by the complexities of it. Source Brokerage can help. We will help you sell it to your clients or sell it for you, and you’ll still get the full commission. The many variables of the disability income policy can be confusing and difficult to navigate. Some
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Posted in Uncategorized

May is Disability Awareness Month

Posted on May 1, 2018 by ecrowe
Financial advisors play a key role in educating clients about the benefits of disability insurance. In Steve’s recent DI Podcast, Chris Wilmes shared in his interview that he would not have thought about disability income protection if his advisor had not brought it up. Your DI Toolkit We’ve put together a disability insurance toolkit to help you get started.
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Posted in DI Tips, Industry News, 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: $

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