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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3 Reasons to Partner with Source Brokerage for Disability Income

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  Disability income is not the main business focus for many of our clients. They rely on our expertise to guide them through the presentation, application , and underwriting process. Other clients are familiar with the details of disability income but want access to multiple carriers so they can tailor the policy to meet the
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Small Business Owners #1 Priority is Business Protection

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Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners’ priorities and sales opportunities they can offer you. KEY FINDINGS AND OPPORTUNITIES Business protection is their #1 priority. Business Overhead and key person insurance are effective ways to protect against an unexpected disability that could disrupt business operations. If
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How Our GSI Team Can Increase Your Guaranteed Standard Issue Sales?

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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.
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Understanding the Terms in a Disability Income Policy

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Disability insurance provides income protection for hard working Americans. As a broker, it is your task to help your clients understand how vital it is to have disability insurance. When you have disability income conversations, make sure you simplify basic terms and definitions for your client. Don’t assume that certain aspects of coverage are obvious.
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