It’s easier than ever to streamline the disability application process with the Standard Insurance Electronic Medical Questionnaire. No more long phone interviews or missed calls. Your clients can complete the Electronic Medical Questionnaire when it’s convenient for them. No more long medical history phone interviews or missed calls. In addition, when your clients opt to

The odds of selling a product to a new customer are 15 percent, while the odds of selling to an existing customer are 50 percent. Identify good prospects from your current client list. Who are your best clients to open a DI conversation with? There are several factors to consider as a broker when it

Don’t let the March Madness 2023 upsets keep you out of the winner’s bracket. You are always in the winner’s 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. Working with DI specialists at Source Brokerage and their dedicated