Happy Holidays
Happy Holidays from Source Brokerage! As we enjoy our families and the hustle and bustle of the holiday season, we want our brokers to know we appreciate your business!
Maximize DI Coverage for High Earners with Two Carriers
When you are working with individuals, such as executives or physicians, who have the potential to be high earners as their careers progress, consider writing disability income with two carriers. Here’s why:
Trick or Treat DI Tips
It’s easy to get spooked by the tricks, and never get the treats. Here are some DI tricks you can turn into treats for your clients and yourself:
Overcome DI Underwriting Challenges
We often hear brokers say: “My client received a preferred plus rating for life insurance, so he or she will have no problems getting a preferred offer for disability income.” Yet, the risks are not equal. Here’s why:
Simplified DI Sales Concept
Do you find selling disability income challenging? Is your area of expertise retirement and financial investments? Here’s a sales concept that can make it easier to provide disability income for your clients without the underwriting headaches: Simplified Underwriting.