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
Uncover Business Owner Sales Opportunities with a Buy-Sell Review
The United States has approximately 33.3 million small businesses across the country according to the Small Business Owners Association. A buy-sell agreement plays a major role in protecting businesses when there is a transition in ownership. However, if the buy-sell agreement is not kept up to date, it may not be protecting the business as intended.
read more >>Why Business Owners are Top Prospects?
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 you. KEY FINDINGS AND OPPORTUNITIES 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
read more >>Are You Ignoring an Important Step in Securing Your Clients’ Financial Preparedness?
Your clients count on you for sound advice for their financial preparedness. If you are not talking to them about paycheck protection, you are missing a key step in securing their financial stability. Your clients trust you and are open to your guidance and advice. Statistics show most people are living paycheck to paycheck with little savings.
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
