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Share These Complimentary Business Planning Services with Your Business Owners

Posted on October 25, 2022 by ecrowe
Business overhead protection, business loans, and key employees are important concerns for small business owners. In addition, many business owners could benefit from Principal’s complimentary business planning services to help them secure their financial future with an informal business valuation and a buy-sell review. Business owner clients can get a five percent preferred business owner
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Posted in Business Owners, Uncategorized business owners, business planning

How Our GSI Team Can Increase Your Guaranteed Standard Issue Sales?

Posted on September 27, 2022 by ecrowe
Increase your individual disability income sales and help your business owner clients attract and retain talent with guaranteed standard issue (GSI) individual disability insurance plans. Not sure where to begin? No worries. Source Brokerage’s dedicated GSI team partners with you through every stage of the process, including the sales presentation, and you earn the commission.
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Posted in Business Owners, Disability Insurance, Selling DI, Uncategorized

Help Business Owners Attract and Retain Talent

Posted on August 30, 2022 by ecrowe
For many of us, Labor Day marks the end of summer. However, it also celebrates workers and their achievements. Hard-working employees continue to be essential for a business’s success and growth. Today, 9 in 10 small to mid-size businesses report retention as their top issue. Attracting qualified employees and retaining them is top concern of
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Posted in Business Owners, Uncategorized

Pitching to Business Owners

Posted on July 12, 2022 by John Slimak
There are several factors to consider as a broker when it comes to pitching disability insurance to a client. You want to consider their age, their economic standing, and their career. Disability insurance helps to protect an individual from significant financial instability if they were to become too sick or injured to work for an
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Posted in Business Owners

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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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    Elimination Period (days):
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    Income 2 years ago: $
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    Percentage of manual duties:
    If less than one full tax year in business:
    Former Occupation/Duties:
    Former Salary: $
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    Replacement Percentage:
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      Client’s Name:
      Client’s DOB:
      State of Residence:
      Gender:
      Tobacco Use?
      Occupation:
      Title/Duties:
      Benefit Period:
      Elimination Period (days):
      Current Year Income: $
      Income 2 years ago: $
      If business owner, how long?
      Percentage of manual duties:
      If less than one full tax year in business:
      Former Occupation/Duties:
      Former Salary: $
      Coverage In Force (fill all appropriate fields)
      Is there Group LTD?
      Replacement Percentage:
      Benefit Group LTD Cap: $
      Benefit Amount: $
      Is there Individual Disability Income coverage?

      Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

      Producer’s Name:
      Phone:
      Email:

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      Thank you!