What we do

Share Our DI Expertise

We are ready to assist you every step of the way. Our DI specialists stay in tune with the ever-changing DI world, and help you grow your DI business with timely sales and marketing tips. We arm you with the knowledge you need to sell the plan to your client.

Simplify the DI Sales Process

Source Brokerage disability income specialists work one-on-one with you throughout the sales process, providing illustrations, point-of-sale assistance, sales tips, underwriting support, and in-force policy maintenance.

Open the Door to A Wide Array of DI Products

Our extensive portfolio of DI products opens the door to DI solutions for all your clients’ income protection needs, including individual disability income, physicians insurance, business owner products, retirement protection, and executive benefits.

Custom Executive Benefits Plans

Our DI specialists can assist you tailor plans to meet the unique life and disability insurance needs of executive groups of three or more with greatly discounted premiums.

Guarantee 24-hour Quote Turnaround

Source Brokerage provides FAST disability income quotes. We’ll help you seize every opportunity.

Offer Access to Exclusive Discounts

We have established carrier discounts in residency programs, hospitals, and associations that our brokers can access to provide the strongest DI products at the best prices.

Partner with Us

Our DI products and expertise. So, you can satisfy your clients with the best income protection solutions available.

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Our team

Steve Crowe
Steve Crowe Founder and Disability Income Specialist

Ellen Crowe Finan
Ellen Crowe Finan Disability Income Specialist and Communications and Marketing Director

Brian L. Hettmansperger
Brian L. Hettmansperger Disability Income Specialist and Continuing Education Director

Christopher A. Bussey
Christopher A. Bussey Individual and Executive Benefits Specialist

Shannon Huddleston
Shannon Huddleston Case Management and Underwriting Director

Destinee Myers
Destinee Myers Case Manager

Gain Exclusive Discounts

And access to major DI carriers when you partner with Source Brokerage, Inc. for disability insurance.

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Multiple Individual Disability Sales With One Call

Want to achieve multiple sales with just one presentation? Lead with a discussion about enhancing the company’s employee benefits by offering multi-life individual disability income.

Good DI Field Underwriting = Satisfied Clients

Brokers who ask their clients the right questions before they take an individual disability income application are more likely to have satisfied clients, because it allows you to set realistic expectations. When the client knows what to expect, it makes the underwriting process smoother for you, the underwriter, and the client.  The medical and financial underwriting for disability income is more

Make GSI Your New Year’s Resolution

This year, make it your business to market and sell guaranteed standard issue disability insurance (GSI). In 2017, 50 percent of Source Brokerage’s record DI sales ($1.7M) were GSI sales.

Your Success is Our Success

Discover how your DI business grows and how you can benefit from our services. Find your way in the lucrative DI marketplace with us!

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Our Carrier Partnerships

Disability Income - Ameritas
Illinois Mutual
Mass Mutual
Mutual of Omaha
The Standard