The COVID-19 pandemic did not reduce the need for good financial advice and insurance products to protect your clients’ assets. In fact, now more than ever your clients and prospects need to hear from you. Your clients and prospects also feel the pain during times of crisis. Their priorities will shift, often overnight, as they
At Source Brokerage, we take customer service to the next level because it’s a win-win for both of us when you put your client’s DI policy in-force. We want our brokers to rely on us from the beginning of the sales process until the end. We want you to feel confident throughout the DI sales and
Principal and Standard’s E-apps make it easy to complete disability applications for you and the client. Quick fill and sign features and built-in checks for required fields help you and your clients complete applications accurately and quickly. It also makes sure your applications are complete and in good order before they are submitted, speeding up
You may be missing an easy disability income sale. Many financial advisors suggest that they do not offer disability income protection to their existing clients because they already have coverage through their employers.
Lead the paycheck protection discussion with a review of the most obvious fallback option–social security disability. It is a great way to open the individual disability income protection discussion with your client. Call the client or prospect and say, “I’d like to set an appointment to review your social security disability benefit in the event