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Win Your Bracket with DI

Posted on March 22, 2022 by ecrowe
Don’t let the March Madness 2022 upsets keep you out of the winner’s bracket. You are always in the winner’s bracket when you sell disability income to your clients. Having the right coach and surrounding yourself with a good team can make your game better too. Working with DI specialists at Source Brokerage and their
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Posted in Uncategorized

Protect Your Business Owners with Key Person Replacement

Posted on March 1, 2022 by ecrowe
  According to the 2021 Principal Business Owner Survey, business protection is the No. 1 priority of business owners. Key Person Replacement (KPR) insurance from Principal is a simple and effective way for businesses to help protect against the loss of a key employee or business owner due to disability. If the unexpected does happen, the
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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:

      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)

      Is there Group LTD?

      Replacement Percentage:

      Benefit Group LTD Cap: $

      Benefit Amount: $

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