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

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
read more
Posted in Info Articles, Selling DI, Uncategorized

How to Make 2019 A Great Disability Income Sales Year

Posted on January 8, 2019 by ecrowe
Make 2019 a great disability income (DI) sales year, and watch your revenue stream grow for years. 1st year commissions= 50% Premiun 2-10 year commissions= 5-10% Tips and Tools to Get Started Here’s some tips and tools  to get you started: Review your current client list. Ask your current clients for referrals. Referrals are proven to get
read more
Posted in DI Tips, Selling DI, Uncategorized

Every Advisors Guide to Paycheck Protection

Posted on November 13, 2018 by ecrowe
Paycheck protection is critical for every client you encounter, regardless of your specific area of expertise. Whether your client focus is medical insurance, financial planning, investments, life insurance, or long-term care, your clients rely on their paychecks to fund these initiatives and their current life styles. Most of your clients are used to protecting things that matter to them. But what about
read more
Posted in Uncategorized

Clarifying the Different Definitions of Disability

Posted on October 23, 2018 by ecrowe
Clarifying the different definitions of disability is critical when brokers discuss disability income policies with perspective clients. The definition of disability in a disability insurance policy determines under what circumstances a claim will be paid. Don’t jeopardize your client relationships by recommending a disability income policy with an inadequate definition for their occupation. “True” Own Occupation Definition The “true”
read more
Posted in DI Tips, Selling DI, Uncategorized

Targeting Millennials for Disability Income

Posted on October 3, 2018 by ecrowe
Targeting millennials for disability income is a sound DI business strategy. Millennials are defined as individuals born between 1981 and 1996. Today’s millennials are between 22 and 37. The ones at the older end of the spectrum are ideal candidates for disability income. Understanding how this demographic is different from baby boomers can help you tailor your DI sales
read more
Posted in Uncategorized

Pages:

« 1 … 17 18 19 20 21 … 30 »

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!