Turn business owner trends into IDI opportunities
Knowing what business owners value can help you meet their protection needs. Use the 2019 business owner survey to give you — and your clients — an inside look at how they feel about protecting their business, employees and income with individual disability insurance (IDI).
|Trend: Business protection ranks as owners’ No. 1 priority, yet 54% of them don’t have a plan.||Trend: Affordability drives employee-benefit decisions, and owners value benefits that help them recruit and retain top talent.||Trend: Income protection ranks No. 3, but 58% of owners don’t have a plan in place.|
|Opportunity: Help clients prioritize their needs. Our team of experts can help you recommend the right solutions with a complimentary informal business valuation and buy-sell agreement review.||Opportunity: Principal® offers group and individual disability solutions that can be customized to help meet their needs and budget. Plus, discounts may be available.||Opportunity: Show clients this short video about how individual Disability Income (DI) insurance can help them pay their bills and maintain their lifestyle if they’re too sick or hurt to work.|
When you partner with Source Brokerage, our disability income specialists can help you recommend the best solutions for your business owner clients.
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