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Grow Your DI Business with GSI

Posted on June 6, 2016 by ecrowe
A potential issue with your professional and executive clients is the likelihood that their income protection plans are totally dependent on group LTD plans offered through their employer. The problem is LTD plans do not provide comprehensive income protection that most professionals and executives need.
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Posted in DI Tips, Info Articles, Selling DI, Uncategorized

Annual Reviews Yield Results for Clients

Posted on April 15, 2016 by ecrowe
Like an annual physical, an annual review of your clients’ income protection insures they maintain good financial health and address any gaps in coverage.
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Posted in DI Tips, Selling DI, Uncategorized

Individual DI vs. Group DI

Posted on December 16, 2015 by ecrowe
We are often asked by our executive, business and medical professional clients why they need individual disability insurance in addition to their group disability insurance program through their employers. Here is a quick summary of the differences you can share with your clients:
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Posted in DI Tips, Selling DI, Uncategorized

Business Owners Need to Protect Paycheck and Company

Posted on November 23, 2015 by ecrowe
Business Owners not only need paycheck protection, they also need to protect their businesses and business succession plans. As you meet with your business owner clients, make sure you educate them on the need for these DI products:
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Posted in Selling DI

DI Adds Value for the Client and the Broker

Posted on September 30, 2015 by ecrowe
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
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Posted in DI Tips, Selling DI

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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:

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