Financial planning is a two-tiered process: build the plan and safeguard the plan. Most financial professionals, insurance brokers, and their clients understand the need for income protection in the event of an untimely death. However, many financial professionals and insurance brokers neglect to discuss income protection with their clients in the event of a disabling

Your clients who are working in professional business and medical occupations are generally financially responsible. They insure their life and health insurance are adequate, plan for their retirement and their children’s future education expenses, but more often than not, they do not have adequate paycheck protection in the event of a disabling injury or sickness.

In honor of Disability Awareness month, Source Brokerage, Inc. has put together some resources to help you increase your disability income sales.

Everyone loves a discount. In fact many people will make the decision to make a purchase if they are offered a discount. Discounts apply to disability income policies, too, and it’s an excellent way to encourage clients to purchase a DI policy. Premium discounts from 5-20 percent are available, depending on the type of discount