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

Boost Your Social Media Presence

How are you building and maintaining business relationships in the current COVID-19 environment? When face-to-face meetings aren’t possible, a solid social media presence is essential. Use social media and email communication to build and strengthen your relationships, generate leads and showcase your credibility. Resources to Help You Get Started Check out Standard Insurance Social Media Toolbox for
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Your Clients Need This Advice

The COVID-19 pandemic did not reduce the need for good financial advice and insurance products to protect your clients’ assets. In fact, now more than ever your clients and prospects need to hear from you. Your clients and prospects also feel the pain during times of crisis. Their priorities will shift, often overnight, as they face new
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COVID-19 Update: DI Carriers Adjust Guidelines and Underwriting

DI carriers are adjusting underwriting and guidelines to address the impact of COVID-19 on new business and DI existing policies. Here’s how: Extended grace periods for late premium payments. While most DI carriers are offering extended grace periods, they are not all the same. If your client is unable to make premium payments on time, contact your
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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