Source Brokerage, Inc. - Disability Income Insurance

Clients want to know you’re looking out for them holistically.
Try saying:

“My role is to make sure every part of your financial life is protected — not just your investments, but the income that funds them.”

Position DI coverage as a proactive decision — one that helps clients maintain independence and choice.
Examples:
“This coverage ensures your financial plan stays on track, even if life pauses for a while.”
“It’s a way to make sure you remain in control of your income, even when you can’t actively earn it.”

By focusing on empowerment, you help clients feel smart and responsible, not scared or pressured.

Many brokers avoid DI because they feel it’s “too complex” or “too niche.” When you partner with Source Brokerage, you don’t have to be the expert. You can count on our expertise every step of the way.

That’s good news for you — it means you gain the client’s trust and the commission.