Don’t let the March Madness 2025 upsets keep you out of the winner’s bracket. You are always in the winners’ bracket when you sell disability income to your clients. Having the right coach and surrounding yourself with a good team can make your game better too. Likewise, working with DI specialists at Source Brokerage and their dedicated team of case administrators will not only help your game, but it will help your clients get the best disability income protection for their financial and professional situation.
Like March Madness, selling individual disability insurance (DI) highlights strategy, preparation, and competition. In March Madness, teams must plan, adapt, and execute their plays to win, just as advisors must strategize to sell DI effectively.
Success in both requires understanding the field, whether scouting opponents or knowing client needs. Just like a strong bench is crucial in basketball, having the right DI policies ensures financial security. In both, taking calculated risks and making informed decisions lead to winning outcomes.
You can rely on Source Brokerage to provide a quote, walk you through the illustration, conference in on the presentation to the client, take the application, and get it through the underwriting process. When the policy goes in force, you win the commission.
Not everyone can afford a policy with all the bells and whistles. No need to be upset. Like the March Madness teams that were upset winners, we can show you how to design a plan that covers the major expenses, and your client wins with paycheck protection.
Is this your first dance with disability income? Here’s some information to help you get started:
- 5 easy steps to get started
- Stats to get you on the board
- E-apps: Best move to score an application
- Strong defense to overcome group LTD objection
Selling disability can be difficult without a game winning strategy. Millennials are top prospects in the insurance and financial planning industry. Follow these tips to market DI to millennials and watch your disability income sales increase.
Sixty-four teams start in the first round of March Madness. They are all winners by virtue of being selected to play in the tournament. Your clients can be winners too with paycheck protection. Make sure their financial futures are secure with paycheck protection. Like basketball games, things can change quickly. Talk to them about paycheck protection.
Source Brokerage, Inc can coach you every step of the way from the sidelines or we can get in the game to help you score. And you and your clients are the winners.
Learn more about marketing and selling DI, Contact Steve Crowe at ext. 222 or request a quote.
