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
Cross-Selling Made Easy: Pairing Life and Disability Coverage for Better Client Outcomes
Why protecting income during life is just as important as protecting it after life. Most clients understand the need for life insurance — to protect their families if they pass away. But ask them this: “What would happen if you didn’t die — but couldn’t work for six months or a year?” That’s where disability income (DI)
read more >>New Year. New Goals: How Protecting Your Clients’ Paychecks Can Also Grow Your Business
For most brokers, disability income (DI) insurance sits on the “someday” shelf — important, but not urgent. After all, it’s easier to focus on products clients already ask for, like life or health coverage. But here’s the reality: offering DI isn’t just good for clients — it’s a smart business move. When you introduce income protection, you’re
read more >>How to Position Disability Income Without Scaring Clients
No one imagines getting sick or injured — and as brokers, we don’t want to make clients uncomfortable. That’s why many avoid the disability income (DI) conversation altogether. But here’s the truth: you’re not selling fear — you’re selling peace of mind. When positioned thoughtfully, disability income insurance isn’t about “what if something bad happens.” It’s about
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
