Personal Disability Insurance | Source Brokerage, Inc.

Get a Quote >>

  • Get DI Quote
  • DI Products
    • FOR INDIVIDUALS
    • DOCTORS
    • LAWYERS
    • BUSINESS OWNERS
    • EXECUTIVE BENEFITS
    • OUR CARRIERS
  • DI Library
    • Download Forms
    • THE SB INCOME PROTECTION PLAN
    • Presentations
    • TERMS & DEFINITIONS
    • ARTICLES
    • DI Statistics
  • Discounts
  • About Us
  • DI Media
    • DI Blog
    • DI Podcasts
    • DI Webinars

Trick or Treat DI Tips

Posted on October 23, 2017 by ecrowe
It’s easy to get spooked by the tricks, and never get the treats. Here are some DI tricks you can turn into treats for your clients and yourself:
read more
Posted in DI Tips, Selling DI

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:
read more
Posted in DI Tips, Info Articles, Selling DI, Uncategorized

Simplified DI Sales Concept

Posted on August 15, 2017 by ecrowe
Do you find selling disability income challenging? Is your area of expertise retirement and financial investments? Here’s a sales concept that can make it easier to provide disability income for your clients without the underwriting headaches: Simplified Underwriting.
read more
Posted in DI Tips, Selling DI, Uncategorized

Target the Corporate Executive Market

Posted on July 12, 2017 by ecrowe
Corporate executives are a prime group to target for disability income protection. Middle and upper management in small to mid-size businesses are a lucrative and underpenetrated market.
read more
Posted in DI Tips, Selling DI

What You Need in Your DI Bag to Succeed in the Medical Market

Posted on June 21, 2017 by ecrowe
Unlike any other occupation, physicians, resident physicians, and dentists require a very specialized disability contract to protect their income in the event of a disabling illness or injury. What types of solutions do you need in you DI bag in the physician marketplace?
read more
Posted in DI Tips, Selling DI, Uncategorized

Pages:

« 1 … 4 5 6 7 8 … 14 »

Sign up for updates

Find us

Source Brokerage, Inc.

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

Keep in touch

  • Twitter
  • Facebook
  • Linkedin
© 2025 Personal Disability Insurance | Source Brokerage, Inc. Privacy Policy

Get DI Quote

    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:

    ×

    REQUEST A DISABILITY INCOME QUOTE

      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!