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Answers to Frequently Asked Questions About Individual Disability Income

Posted on March 4, 2025 by ecrowe
Who are the Best Prospects for Individual Disability Income? The best prospects for individual disability income (DI) insurance are typically professionals, business owners, and high-income earners who rely on their ability to work and earn a living. The ideal candidates usually have the following characteristics: Professionals with High-Income Potential Physicians (especially surgeons, anesthesiologists, and specialists)
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Posted in Uncategorized

Score Big This March Madness: Secure Your Spot in the Winner’s Bracket by Selling Disability Income Insurance!

Posted on March 4, 2025 by ecrowe
Don’t let the March Madness 2025 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
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Posted in Uncategorized

Contract Comparison of Five Major Disability Income Carriers

Posted on January 22, 2025 by ecrowe
Ever wish you had a comparison of the carriers’ disability insurance contracts? It’s here. We developed a comparison for our brokers that compares the disability insurance policy features of the five main disability carriers: The Standard, Ameritas, Guardian/Berkshire, Mass Mutual and Principal.  Understanding key aspects and differences between disability insurance policies is crucial when selecting
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Request Your Comprehensive Planning Guide for Small Business Owners

Posted on January 22, 2025 by ecrowe
Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners’ priorities and sales opportunities they can offer brokers. The Key Finding Business protection is their #1 priority. Business Overhead and key person insurance are effective ways to protect against an unexpected disability that could disrupt business operations. If someone at
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Posted in Business Owners, Uncategorized

Tips to Boost Your DI Sales in the New Year

Posted on November 20, 2024 by ecrowe
Selling disability insurance effectively requires understanding your target audience, demonstrating the value of the product, and maintaining a client-focused approach. Here are some tips to boost your sales in the new year: 1. Educate Yourself on the Product – Understand Policy Details: Know the ins and outs of your disability insurance products, including short-term vs.
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      Client’s Name:

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      Benefit Period:

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      Current Year Income: $

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      If less than one full tax year in business:

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