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 Alan
Christopher Alan Individual and Executive Benefits Specialist

Destinee Myers
Destinee Myers Case Manager and Underwriting Director

Alyssa Sollenberger
Alyssa Sollenberger Case Management 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

Get a DI Quote

Make it a habit to get a disability income (DI) quote every time you place a life insurance policy. It’s easier than ever. Most of the information you need is available on your client’s life insurance application. Not writing a life insurance policy with the client? You’ll likely still have the pertinent information on file to get
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New Year. New Goals. New Tools.

Happy new year! Thanks for a great year! In 2021, Source Brokerage had its best year ever in with $2 million of individual disability income. As you set new goals, add disability income to your line of business and boost your income, while you best your competition. Sound to good to be true? Here’s how: If you
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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
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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
Petersen
Principal
Risk
The Standard
Unum