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

Destinee Myers
Destinee Myers Case Manager and Underwriting Director

Gain Exclusive Discounts

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

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Media

Disability Income Application Process: What Your Clients Can Expect

Understanding the disability income (DI) application process is key to paving the way to a good experience for your client. When you know what to expect, you can prepare your clients, so they won’t be surprised or put off by unexpected steps in the DI application and underwriting process. Discussion Topics for your DI Clients As you
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How to Make 2019 A Great Disability Income Sales Year

Make 2019 a great disability income (DI) sales year, and watch your revenue stream grow for years. 1st year commissions= 50% Premiun 2-10 year commissions= 5-10% Tips and Tools to Get Started Here’s some tips and tools  to get you started: Review your current client list. Ask your current clients for referrals. Referrals are proven to get you meetings
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Every Advisors Guide to Paycheck Protection

Paycheck protection is critical for every client you encounter, regardless of your specific area of expertise. Whether your client focus is medical insurance, financial planning, investments, life insurance, or long-term care, your clients rely on their paychecks to fund these initiatives and their current life styles. Most of your clients are used to protecting things that matter to them. But what about their paychecks?
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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
Assurity
Illinois Mutual
Mass Mutual
MetLife
Mutual of Omaha
Ohio National Financial Services
Petersen
Principal
Risk
The Standard
Unum