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

Looking for a new revenue stream or want to boost your DI sales revenue? Not sure how to get started or how to overcome objections? Request our DI Sales Script. Our DI sales script includes: Pre-approach letter/email A step-by-step script for the entire sales process, including approaches and answers to common objections. A diagram that

As we continue to navigate the pandemic, it’s more important than ever to protect your clients with disability income protection. A recent report from Unum underscores the value of paycheck protection throughout the pandemic. The charts and graphs below paint a vivid picture for you and your clients of the increase in pandemic-related short term