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Posted on January 25, 2022 by ecrowe
Make it a habit to get a disability income (DI) quote every time you place a life insurance policy. It’s easier than ever. Most of the information you need is available on your client’s life insurance application. Not writing a life insurance policy with the client? You’ll likely still have the pertinent information on file
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Posted in Uncategorized

New Year. New Goals. New Tools.

Posted on January 11, 2022 by ecrowe
Happy new year! Thanks for a great year! In 2021, Source Brokerage had its best year ever in with $2 million of individual disability income. As you set new goals, add disability income to your line of business and boost your income, while you best your competition. Sound to good to be true? Here’s how:
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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:

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      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)

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      Replacement Percentage:

      Benefit Group LTD Cap: $

      Benefit Amount: $

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