Use these tips and resources to introduce income protection to your clients.
Start the Conversation
Not sure where to start? One way is to begin with the topic you know best, then pivot the conversation to income protection. Watch these videos for expert tips.
Life Insurance. It’s not enough to insure your life. You also need to protect your income in case you can’t work.
Financial Planning. Income protection is an essential component of any financial plan.
Health Insurance. Health insurance will help pay the doctors and the hospital. Individual disability insurance can replace income lost when you’re sick or injured and unable to work.
Focus on the need, not the solution.
This video is great way to highlight the need for paycheck protection with your clients. Share a few statistics with your clients that dispel the myths about the frequency and cause of disabilities during the working years.
Use E-Apps
Principal and Standard’s E-apps make it easy to complete disability applications for you and the client.
Quick fill and sign features and built-in checks for required fields help you and your clients complete applications accurately and quickly. It also makes sure your applications are complete and in good order before they are submitted, speeding up the underwriting process.
Consult with an Expert. You don’t need to be the expert when you work with Source Brokerage disability income specialists. We’ll help you design the plan and understand the contract. And most importantly, we’ll see the application through the underwriting process, making sure your clients’ income is protected and your DI sales result in commissions.
