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

Why Your Professional and Physician Clients Need Individual Disability Income?

Professionals and physicians need individual disability insurance. Here’s why: Nobody wants to take a 40-60% pay cut if they become injured or go on medical maternity leave – especially after a decade of training plus thousands of dollars of medical or dental school costs. The truth is that it’s never too early to start planning for your
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Share These Complimentary Business Planning Services with Your Business Owners

Business overhead protection, business loans, and key employees are important concerns for small business owners. In addition, many business owners could benefit from Principal’s complimentary business planning services to help them secure their financial future with an informal business valuation and a buy-sell review. Business owner clients can get a five percent preferred business owner discount on
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How Our GSI Team Can Increase Your Guaranteed Standard Issue Sales?

Increase your individual disability income sales and help your business owner clients attract and retain talent with guaranteed standard issue (GSI) individual disability insurance plans. Not sure where to begin? No worries. Source Brokerage’s dedicated GSI team partners with you through every stage of the process, including the sales presentation, and you earn the commission. What employer
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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