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Association vs. Individual Disability Insurance

Posted on July 17, 2015 by ecrowe
Have you ever heard, “I have disability insurance through my professional association” when you approach medical and professional clients about protecting their paycheck with individual disability insurance (IDI)? For someone who knows disability insurance like we do, we know this is not a good thing for your clients.
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Posted in Selling DI, Uncategorized

How to Get Your DI Sales on Track

Posted on June 16, 2015 by ecrowe
Mid-year is a good time to review your disability income sales and develop your plan to boost sales the second half of the year.
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Posted in DI Tips, Selling DI, Uncategorized

DI Carriers and Their Niches

Posted on April 13, 2015 by ecrowe
Staying abreast of the ever-changing disability market is challenging. How do you know what carrier will provide the best DI coverage for your client’s occupation and financial profile?
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Posted in Uncategorized

YouTube Video

Posted on January 26, 2015 by phagan in Uncategorized Nemo enim, Sed ut
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Posted on January 21, 2015 by phagan in Uncategorized Excepteur, Lorem ipsum
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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:

      Client’s DOB:

      State of Residence:

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      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?

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