In honor of Disability Awareness month, Source Brokerage, Inc. has put together some resources to help you increase your disability income sales.Successfully selling disability insurance involves first understanding what the product is, then developing a sales strategy to target the right clients and leading them to seeing DI as the solution to income protection.
Review Met Life’s DI playbook to learn more about DI conversations that resonate with your clients.
Back up your conversations with statistics that support the need for income protection. Choose a few that you think will resonate with your clients.
Share a real life story from the Council of Disability Awareness.
Once your clients understand the importance of income protection, tailor a disability income plan that meets their specific occupation and financial profile. Request a quote from Source Brokerage and our DI specialists will respond the same day with an illustration, an application and a product brochure. We are always available for a joint telephone conference with your client to help answer any questions or reinforce the need for income protection.
Don’t let premium be an objection. Premium discounts from 5-20 percent are available, depending on the type of discount and carrier. Learn more about the discounts available in our recent blog post: Everybody Loves a Discount.
You don’t need to be the expert when you work with Source Brokerage disability income specialists. We’ll help you design the plan and understand the contract. And most importantly, we’ll see the application through the underwriting process, making sure your clients’ income is protected and your DI sales result in commissions.
For more DI tips and sales ideas, contact Steve Crowe at ext. 222, Ellen Crowe at ext. 223 or Brian Hettmansberger at ext. 230 Chris Bussey at ext. 220 or request a quote.
Connect with us!