For clients in their working years, their ability to earn an income is their most important asset. Yet, only 33 percent of private sector workers have paycheck protection or disability insurance. So, there is plenty of opportunity, especially with millennials who are just starting out in their careers and raising young families.
Make disability insurance a #1 priority for your clients. Not sure where to begin? Here are 10 sales ideas to help you get started. Once you set up appointments with your clients, show them the numbers or share a story.
Some of your clients will have group LTD, which is a good start, but they may still be underinsured. Learn why.
Before your meeting, request a quote from your DI specialist at Source Brokerage, Inc. We can help you tailor a quote that fits the occupational and financial needs of your client. You’ll also gain access to the major DI carriers and discounts not available to other producers when you work with us. Everyone loves a discount!
For more DI tips and sales ideas, contact Steve Crowe at ext. 222, Ellen Crowe at ext. 223 or Brian Hettmansberger at ext. 230 Chris Bussey at ext. 220 or request a quote.