The odds of selling a product to a new customer are 15 percent, while the odds of selling to an existing customer are 50 percent. Identify good prospects from your current client list. Who are your best clients to open a DI conversation with? There are several factors to consider as a broker when it

Don’t let the March Madness 2023 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 dedicated

  Source Brokerage, Inc. is excited to add Mass Mutual to our list of disability income carriers. In addition, Ameritas rolled out its new DI product, DInamic Cornerstone. Having access to multiple carriers can make it easier for brokers to tailor a DI policy to fit the needs of their clients.  Different disability insurance companies

Principal Income Protector Their new product, Principal Income Protector, can be ideal to help small to midsize business owners, their key employees, and individuals protect their income in a variety of ways. New and improved features: ·     Two definitions of disability provide more choice for your clients. The core definition is, “you’re disabled and not