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
Why Your Small Business Owner Clients Need Business Overhead Insurance
If your small business owner client suffers a disability, how long would his or her business survive? Regular living expenses will continue to occur Business expenses will continue to occur Business income will be severely interrupted That’s why your small business owner clients need business overhead insurance. The need for BOE insurance is clear: If small business
read more >>Executive DI Benefits Can Help You Attract and Retain Top Talent
Even before the COVID-19 pandemic, low unemployment rates made hiring a challenge, and employers were focused on retaining employees. Yet, the COVID-19 pandemic changed how businesses operate virtually overnight. Many employees are working remotely and using this time to evaluate their job satisfaction. With 7 million job openings, employees can attain new positions that are more meaningful
read more >>How to Sell Disability Income
It’s easier than ever to provide paycheck protection for your clients. It only takes eight steps to completely underwrite a disability policy. Here’s the process: Fact Gathering Establish expectations for your client. This is a “tough but fair” process in which you establish expectations for your client. Client Name Date of Birth Tobacco use Gender Occupation/Duties
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
