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3 Tips for Increasing DI Sales

Posted on July 12, 2022 by John Slimak
As someone who sells disability insurance, you are always looking for ways that you can increase your success in closing a sales opportunity. This involves understanding what angles will work best while giving your pitch. This also involves the ability to adapt to each situation. No matter what is being sold, consumers want to feel
read more
Posted in Disability Insurance

Pitching to Business Owners

Posted on July 12, 2022 by John Slimak
There are several factors to consider as a broker when it comes to pitching disability insurance to a client. You want to consider their age, their economic standing, and their career. Disability insurance helps to protect an individual from significant financial instability if they were to become too sick or injured to work for an
read more
Posted in Business Owners

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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: $
    Is there Individual Disability Income coverage?

    Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

    Producer’s Name:
    Phone:
    Email:

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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:
      Phone:
      Email:

      Your request has been sent.

      Your request has been sent.
      Thank you!