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.
Our team
Gain Exclusive Discounts
And access to major DI carriers when you partner with Source Brokerage, Inc. for disability insurance.
Media
Contract Comparison of Five Major Disability Income Carriers
Ever wish you had a comparison of the carriers’ disability insurance contracts? It’s here. We developed a comparison for our brokers that compares the disability insurance policy features of the five main disability carriers: The Standard, Ameritas, Guardian/Berkshire, Mass Mutual and Principal. Understanding key aspects and differences between disability insurance policies is crucial when selecting a policy
read more >>Request Your Comprehensive Planning Guide for Small Business Owners
Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners’ priorities and sales opportunities they can offer brokers. The Key Finding Business protection is their #1 priority. Business Overhead and key person insurance are effective ways to protect against an unexpected disability that could disrupt business operations. If someone at a large
read more >>Tips to Boost Your DI Sales in the New Year
Selling disability insurance effectively requires understanding your target audience, demonstrating the value of the product, and maintaining a client-focused approach. Here are some tips to boost your sales in the new year: 1. Educate Yourself on the Product – Understand Policy Details: Know the ins and outs of your disability insurance products, including short-term vs. long-term coverage,
read more >>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!
Our Carrier Partnerships
