Get a DI Quote

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Make it a habit to get a disability income (DI) quote every time you place a life insurance policy. It’s easier than ever. Most of the information you need is available on your client’s life insurance application. Not writing a life insurance policy with the client? You’ll likely still have the pertinent information on file
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New Year. New Goals. New Tools.

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Happy new year! Thanks for a great year! In 2021, Source Brokerage had its best year ever in with $2 million of individual disability income. As you set new goals, add disability income to your line of business and boost your income, while you best your competition. Sound to good to be true? Here’s how:
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Why Your Small Business Owner Clients Need Business Overhead Insurance

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If your small business owner client suffers a disability, how long would his or her business survive? Regular living expenses will continue to occur Business expenses will continue to occur Business income will be severely interrupted That’s why your small business owner clients need business overhead insurance. The need for BOE insurance is clear: If
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Executive DI Benefits Can Help You Attract and Retain Top Talent

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Even before the COVID-19 pandemic, low unemployment rates made hiring a challenge, and employers were focused on retaining employees. Yet, the COVID-19 pandemic changed how businesses operate virtually overnight. Many employees are working remotely and using this time to evaluate their job satisfaction. With 7 million job openings, employees can attain new positions that are
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How to Sell Disability Income

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It’s easier than ever to provide paycheck protection for your clients. It only takes eight steps to completely underwrite a disability policy. Here’s the process:   Fact Gathering Establish expectations for your client. This is a “tough but fair” process in which you establish expectations for your client. Client Name Date of Birth Tobacco use
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