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Understanding the Terms in a Disability Income Policy

Posted on September 3, 2019 by ecrowe
Understanding the terms in a disability income (DI) policy is imperative to the DI sales process, yet, it can feel like you are learning a new language. A clear understanding of these terms insures you do not misinterpret or overlook important aspects of DI coverage for your clients.
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Posted in DI Tips, Info Articles

Disability Income Application Process: What Your Clients Can Expect

Posted on February 19, 2019 by ecrowe
Understanding the disability income (DI) application process is key to paving the way to a good experience for your client. When you know what to expect, you can prepare your clients, so they won’t be surprised or put off by unexpected steps in the DI application and underwriting process. Discussion Topics for your DI Clients
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Posted in Info Articles, Selling DI, Uncategorized

Watch Your Commission Income Increase with DI

Posted on June 7, 2018 by ecrowe
Disability income (DI) is earning our associates thousands of extra dollars in compensation. Source Brokerage, Inc. represents the major DI carriers and has the expertise you need to increase your commissions by $100,000 in just five years with DI sales.  
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Posted in DI Tips, Info Articles, Selling DI, Uncategorized

5 Tips for Selling DI to Millennials

Posted on April 4, 2018 by ecrowe
Millennials are top prospects in the insurance and financial planning  industry. Protecting their families from an unexpected loss of income with life and disability insurance is at the top of the list.
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Posted in DI Tips, Info Articles, Selling DI, Uncategorized

Overcome DI Underwriting Challenges

Posted on October 3, 2017 by ecrowe
We often hear brokers say: “My client received a preferred plus rating for life insurance, so he or she will have no problems getting a preferred offer for disability income.” Yet, the risks are not equal. Here’s why:
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Posted in DI Tips, Info Articles, Selling DI, Uncategorized

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