Turn business owner trends into IDI opportunities
Knowing what business owners value can help you meet their protection needs. Use the 2019 business owner survey to give you — and your clients — an inside look at how they feel about protecting their business, employees and income with individual disability insurance (IDI).
| Trend: Business protection ranks as owners’ No. 1 priority, yet 54% of them don’t have a plan. | Trend: Affordability drives employee-benefit decisions, and owners value benefits that help them recruit and retain top talent. | Trend: Income protection ranks No. 3, but 58% of owners don’t have a plan in place. | ||
| Opportunity: Help clients prioritize their needs. Our team of experts can help you recommend the right solutions with a complimentary informal business valuation and buy-sell agreement review. | Opportunity: Principal® offers group and individual disability solutions that can be customized to help meet their needs and budget. Plus, discounts may be available. | Opportunity: Show clients this short video about how individual Disability Income (DI) insurance can help them pay their bills and maintain their lifestyle if they’re too sick or hurt to work. |
When you partner with Source Brokerage, our disability income specialists can help you recommend the best solutions for your business owner clients.
Want to learn more?
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.
