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The Financial Advisor’s Hidden Risk: What Happens If Your Clients Can’t Work?

Posted on August 2, 2025 by ecrowe
The Hidden Risk: Lack of Disability Income Planning Disability insurance is frequently neglected in financial advice—even though a client’s ability to earn income is their greatest long-term asset. According to the Financial Planning Association, many advisors undervalue disability coverage, causing significant vulnerability in the event of serious illness or injury. Key facts: Roughly 1 in
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Posted in Uncategorized

Three Ways to Turn Existing Life Insurance Client Into DI Clients

Posted on August 2, 2025 by ecrowe
It’s easier to sell to an existing client than a new prospect. 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. Review your existing client database and identify clients, ideally between
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Posted in Uncategorized

Why Work With Source Brokerage?

Posted on June 17, 2025 by ecrowe
Source Brokerage can help brokers sell more disability insurance (DI) by offering tools, support, and expertise that streamline the sales process and increase client conversion. Here’s how: 1. Access to Top Carriers Source Brokerage partners with leading disability insurance providers, giving brokers access to a range of high-quality products. This allows brokers to: Offer competitive,
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Posted in DI Education, DI Tips

Making The Case for Disability Insurance When Budgets Are Tight

Posted on June 17, 2025 by ecrowe
Here’s a blog post or talking point outline you can use to make a strong case for individual disability insurance when clients say their budgets are tight: When times are tight and every dollar matters, it’s natural for clients to scrutinize every expense. But it’s precisely in these moments—when financial resilience is already stretched—that the
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Posted in DI Tips, Uncategorized

Why We Do What We Do?

Posted on June 16, 2025 by ecrowe
In my 30 years in the disability insurance industry, I have never received a letter like this from a broker. My broker, Maxine, shared the following story with me: What We Do: A Story That Reminds Us Every profession has its “why” reason that drives the long hours, the attention to detail, the hard conversations,
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Posted in Disability Insurance, Selling DI

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