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.
Retirement, business loans, and key employees are important concerns for small business owners. Introduce small business owners to these DI products designed to protect their businesses and retirement savings in the event of a disabling injury or sickness: DI Retirement Plan Protection The first thing that stops when you are disabled and struggling to make ends meet is saving money. Retirement plan disability insuranceread more >>
“Why paycheck protection? I was thinking about life insurance,” your young professional client asks. Here’s why: As a nation we carry a heavy debt load, especially in times of optimism when jobs are plentiful and economy is humming. Two out of three Americans live paycheck to paycheck. Losing income for even a short period of time canread more >>
Individual disability income insures that your clients will be able to maintain their financial independence in the event they become too sick or injured to work for a period of time. Yet, a LIMRA study shows that only 18% of consumers recall being approached about buying disability insurance – less than half as many as those being approached for life insurance. Busy youngread more >>