3 Reasons to Partner with Source Brokerage for Disability Income

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  Disability income is not the main business focus for many of our clients. They rely on our expertise to guide them through the presentation, application , and underwriting process. Other clients are familiar with the details of disability income but want access to multiple carriers so they can tailor the policy to meet the
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Why Your Professional and Physician Clients Need Individual Disability Income?

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Professionals and physicians need individual disability insurance. Here’s why: Nobody wants to take a 40-60% pay cut if they become injured or go on medical maternity leave – especially after a decade of training plus thousands of dollars of medical or dental school costs. The truth is that it’s never too early to start planning
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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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COVID-19 Update: DI Carriers Adjust Guidelines and Underwriting

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DI carriers are adjusting underwriting and guidelines to address the impact of COVID-19 on new business and DI existing policies. Here’s how: Extended grace periods for late premium payments. While most DI carriers are offering extended grace periods, they are not all the same. If your client is unable to make premium payments on time,
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