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.
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 youread more >>
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 meetingsread more >>
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?read more >>