Why Work With Source Brokerage?

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Source Brokerage can help brokers sell more disability insurance (DI) by offering tools, support, and expertise that streamline the sales process and increase client conversion. Here’s how: 1. Access to Top Carriers Source Brokerage partners with leading disability insurance providers, giving brokers access to a range of high-quality products. This allows brokers to: Offer competitive,
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What Do Your Clients Know About Disability Income?

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Have you talked to your clients about protecting their paychecks with disability income insurance? Consumers understand the importance of a steady income for financial security for their family. Yet many may not be protected from, or have sufficient coverage for, a long-term loss of income due to injury or illness. Here’s a video to share
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Own Occupation Definitions: What You Need to Know

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  The definition of disability is the most important part of any disability insurance policy because it triggers the claim.  However, it can be challenging to determine the definition of disability that best protects your client in their occupation. For some individuals, a true own-occupation disability insurance policy is absolutely the best choice. For others,
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Are All Individual Disability Income Policies the Same?

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While all individual disability policies have the same purpose—paycheck protection—they have different features that may or may not be a good fit for your clients. Multiple disability insurance companies are competing for your business, and they offer a wide range of terms and benefits. This is a good thing because it allows you to tailor
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Why Your Professional and Physician Clients Need Individual Disability Income?

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Professionals and physicians need individual disability insurance. Here’s why: Nobody wants to take a 40-60% pay cut if they become injured or go on medical maternity leave – especially after a decade of training plus thousands of dollars of medical or dental school costs. The truth is that it’s never too early to start planning
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