Pitching to Business Owners

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There are several factors to consider as a broker when it comes to pitching disability insurance to a client. You want to consider their age, their economic standing, and their career. Disability insurance helps to protect an individual from significant financial instability if they were to become too sick or injured to work for an
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Help businesses protect what matters with individual disability income (DI) insurance

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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 you. Key Findings and Opportunities Business protection is their #1 priority. Key person insurance is an effective way to protect against an unexpected disability that could disrupt business operations. Share with clients:
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Get Ready to Start Your DI Engines in May

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May is the month to prime your engines for DI sales. Ladies and gentleman start your engines! In the insurance market, you face stiff competition every day from agencies selling essentially the same products you’re offering. That means you need every advantage you can get to stay competitive. And you know that leads are your
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Win Your Bracket with DI

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Don’t let the March Madness 2022 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
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