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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Making The Case for Disability Insurance When Budgets Are Tight

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Here’s a blog post or talking point outline you can use to make a strong case for individual disability insurance when clients say their budgets are tight: When times are tight and every dollar matters, it’s natural for clients to scrutinize every expense. But it’s precisely in these moments—when financial resilience is already stretched—that the
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Securing Your Client’s Retirement

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In the event of a disabling illness or injury have your clients protected their ability to continue to save for their retirement? Principal’s DI Retirement Security (DIRS) helps clients continue to save for retirement. In a nutshell, DIRS is an individual disability income policy that directs monthly benefit payments to an irrevocable trust upon a
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