Know Your DI Policy Options and Riders

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When you provide a disability income quote to your clients, it’s important to consider their occupation and financial situation. Not everyone needs a disability income policy with all the “bells and whistles.” To ensure you have the best disability insurance policy tailored to your cleint’s needs, it’s important to understand the riders and details of
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Own Occupation Definitions: What You Need to Know

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  The definition of disability is the most important part of any disability insurance policy because it triggers the claim.  However, it can be challenging to determine the definition of disability that best protects your client in their occupation. For some individuals, a true own-occupation disability insurance policy is absolutely the best choice. For others,
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3 Reasons to Partner with Source Brokerage for Disability Income

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  Disability income is not the main business focus for many of our clients. They rely on our expertise to guide them through the presentation, application , and underwriting process. Other clients are familiar with the details of disability income but want access to multiple carriers so they can tailor the policy to meet the
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Streamline the Application Process with the Electronic Medical Questionnaire

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It’s easier than ever to streamline the disability application process with the Standard Insurance Electronic Medical Questionnaire. No more long phone interviews or missed calls. Your clients can complete the Electronic Medical Questionnaire when it’s convenient for them. No more long medical history phone interviews or missed calls. In addition, when your clients opt to
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