Finish your fourth quarter strong with disability income sales.  It’s an ideal time to approach your clients about a year-end review. In your review, ask them if they have paycheck protection. Many will say “yes, through work.” Offer to review their employer’s disability income (DI) plans to determine the amount of income protection they currently

  When it comes to protecting your clients’ financial security, relying solely on their employer’s disability insurance policy may leave them vulnerable to certain drawbacks. In this blog, we’ll explore the limitations of group disability insurance, especially for high wage earners, and why obtaining an individual policy from Source Brokerage is the smart choice for

Many companies do not have formal human resource (HR) divisions and those that do are often tasked with a myriad of responsibilities. HR divisions are either too busy or not prepared to provide any insights to employees as they make important benefit choices. Enter financial and insurance advisors. There is a real opportunity for fianancial