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How Our GSI Team Can Increase Your Guaranteed Standard Issue Sales?

Posted on September 27, 2022 by ecrowe
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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Posted in Business Owners, Disability Insurance, Selling DI, Uncategorized

Understanding the Terms in a Disability Income Policy

Posted on August 9, 2022 by John Slimak
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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Posted in Disability Insurance

3 Tips for Increasing DI Sales

Posted on July 12, 2022 by John Slimak
As someone who sells disability insurance, you are always looking for ways that you can increase your success in closing a sales opportunity. This involves understanding what angles will work best while giving your pitch. This also involves the ability to adapt to each situation. No matter what is being sold, consumers want to feel
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Posted in Disability Insurance

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9535 E. 59th Street, Suite C Indianapolis, IN 46216 Toll Free: (800) 925-3898 Telephone: (317) 803-3330 FAX: (317) 803-3370

E-mail: secrowe@sourcebrok.com

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    Client’s Name:
    Client’s DOB:
    State of Residence:
    Gender:
    Tobacco Use?
    Occupation:
    Title/Duties:
    Benefit Period:
    Elimination Period (days):
    Current Year Income: $
    Income 2 years ago: $
    If business owner, how long?
    Percentage of manual duties:
    If less than one full tax year in business:
    Former Occupation/Duties:
    Former Salary: $
    Coverage In Force (fill all appropriate fields)
    Is there Group LTD?
    Replacement Percentage:
    Benefit Group LTD Cap: $
    Benefit Amount: $
    Is there Individual Disability Income coverage?

    Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

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      Client’s Name:
      Client’s DOB:
      State of Residence:
      Gender:
      Tobacco Use?
      Occupation:
      Title/Duties:
      Benefit Period:
      Elimination Period (days):
      Current Year Income: $
      Income 2 years ago: $
      If business owner, how long?
      Percentage of manual duties:
      If less than one full tax year in business:
      Former Occupation/Duties:
      Former Salary: $
      Coverage In Force (fill all appropriate fields)
      Is there Group LTD?
      Replacement Percentage:
      Benefit Group LTD Cap: $
      Benefit Amount: $
      Is there Individual Disability Income coverage?

      Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

      Producer’s Name:
      Phone:
      Email:

      Your request has been sent.

      Your request has been sent.
      Thank you!