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.
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 >>
Clarifying the different definitions of disability is critical when brokers discuss disability income policies with perspective clients. The definition of disability in a disability insurance policy determines under what circumstances a claim will be paid. Don’t jeopardize your client relationships by recommending a disability income policy with an inadequate definition for their occupation. “True” Own Occupation Definition The “true” own occupationread more >>
Targeting millennials for disability income is a sound DI business strategy. Millennials are defined as individuals born between 1981 and 1996. Today’s millennials are between 22 and 37. The ones at the older end of the spectrum are ideal candidates for disability income. Understanding how this demographic is different from baby boomers can help you tailor your DI sales strategies whenread more >>