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Individual DI vs. Group DI

Posted on December 16, 2015 by ecrowe
We are often asked by our executive, business and medical professional clients why they need individual disability insurance in addition to their group disability insurance program through their employers. Here is a quick summary of the differences you can share with your clients:
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Posted in DI Tips, Selling DI, Uncategorized

Business Owners Need to Protect Paycheck and Company

Posted on November 23, 2015 by ecrowe
Business Owners not only need paycheck protection, they also need to protect their businesses and business succession plans. As you meet with your business owner clients, make sure you educate them on the need for these DI products:
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Posted in Selling DI

Year-End an Ideal Time to Introduce DI

Posted on October 29, 2015 by ecrowe
This is an ideal time for insurance brokers and financial planners to contact their clients for an end of the year/2016 benefit planning session. You can help your client see the whole picture—combining their employee benefits with individual benefits to insure maximum income protection.
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Posted in Uncategorized

DI Adds Value for the Client and the Broker

Posted on September 30, 2015 by ecrowe
Financial planning is a two-tiered process: build the plan and safeguard the plan. Most financial professionals, insurance brokers, and their clients understand the need for income protection in the event of an untimely death. However, many financial professionals and insurance brokers neglect to discuss income protection with their clients in the event of a disabling
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Posted in DI Tips, Selling DI

Good Years for Income Protection

Posted on September 8, 2015 by ecrowe
With the end of summer approaching and the new school year beginning, it’s an excellent time to begin disability discussions with your clients, especially millennials born between 1980 and 2000. The millennial generation is reaching their prime working and spending years. As they reach their mid-30s, they are building their careers and growing their families,
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Posted in Uncategorized

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9535 E. 59th Street, Suite C Indianapolis, IN 46216 Toll Free: (800) 925-3898 Telephone: (317) 803-3330 FAX: (317) 803-3370

E-mail: secrowe@sourcebrok.com

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      Client’s Name:

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      If less than one full tax year in business:

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      Benefit Group LTD Cap: $

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