Share These Complimentary Business Planning Services with Your Business Owners

Posted on by
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
read more
Posted in , ,

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

Posted on by
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.
read more
Posted in , , ,

Help Business Owners Attract and Retain Talent

Posted on by
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
read more
Posted in ,

Pitching to Business Owners

Posted on by
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
read more
Posted in