It’s easier than ever to provide paycheck protection for your clients. It only takes eight steps to completely underwrite a disability policy. Here’s the process:   Fact Gathering Establish expectations for your client. This is a “tough but fair” process in which you establish expectations for your client. Client Name Date of Birth Tobacco use

  May is the month to prime your engines for DI sales. Ladies and gentleman start your engines! In the insurance market, you face stiff competition every day from agencies selling essentially the same products you’re offering. That means you need every advantage you can get to stay competitive. And you know that leads are

Use these tips and resources to introduce income protection to your clients. Start the Conversation Not sure where to start? One way is to begin with the topic you know best, then pivot the conversation to income protection. Watch these videos for expert tips. Life Insurance. It’s not enough to insure your life. You also

  With the legalization of recreational marijuana in many states, how are individual disability insurance carriers underwriting clients who use it recreationally? Is it still a decline? We surveyed our carriers. We learned that many carriers often decline applicants who use medical marijuana, but need to know the complete details of the case. However, some

Don’t let the March Madness 2021 upsets keep you out of the winner’s bracket. You are always in the winners bracket when you sell disability income to your clients. Having the right coach and surrounding yourself with a good team can make your game better too. Likewise, working with DI specialists at Source Brokerage and