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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Small Business Owners #1 Priority is Business Protection

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Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners’ priorities and sales opportunities they can offer you. KEY FINDINGS AND OPPORTUNITIES Business protection is their #1 priority. Business Overhead and key person insurance are effective ways to protect against an unexpected disability that could disrupt business operations. If
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Best Prospects for Individual Disability Income

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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. Who are your best clients to open a DI conversation with? There are several factors to consider as a broker when it
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