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Boost Your DI Sales When You Partner with Source Brokerage

Posted on August 29, 2023 by ecrowe
Your broker dealer can provide disability income quotes, but they don’t offer the support you need to sell the case. Disability income is our only focus. When you partner with Source Brokerage for disability income, you gain: access to multiple carriers quotes tailored to your client’s financial and professional profile assistance understanding the quote, so
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Posted in DI Tips, Selling DI, Uncategorized disability income; partner, Source Brokerage

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9535 E. 59th Street, Suite C Indianapolis, IN 46216 Toll Free: (800) 925-3898 Telephone: (317) 803-3330 FAX: (317) 803-3370

E-mail: secrowe@sourcebrok.com

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    Client’s Name:

    Client’s DOB:

    State of Residence:

    Gender:

    Tobacco Use?

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    Benefit Period:

    Elimination Period (days):

    Current Year Income: $

    Income 2 years ago: $

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    Percentage of manual duties:

    If less than one full tax year in business:

    Former Occupation/Duties:

    Former Salary: $

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    Replacement Percentage:

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      Client’s Name:

      Client’s DOB:

      State of Residence:

      Gender:

      Tobacco Use?

      Occupation:

      Title/Duties:

      Benefit Period:

      Elimination Period (days):

      Current Year Income: $

      Income 2 years ago: $

      If business owner, how long?

      Percentage of manual duties:

      If less than one full tax year in business:

      Former Occupation/Duties:

      Former Salary: $

      Coverage In Force (fill all appropriate fields)

      Is there Group LTD?

      Replacement Percentage:

      Benefit Group LTD Cap: $

      Benefit Amount: $

      Is there Individual Disability Income coverage?

      Any health problems? Currently on any medications or counseling? Height weight ratio? Any special notes?

      Producer’s Name:

      Phone:

      Email:

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