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.
Turn business owner trends into IDI opportunities Knowing what business owners value can help you meet their protection needs. Use the 2019 business owner survey to give you — and your clients — an inside look at how they feel about protecting their business, employees and income with individual disability insurance (IDI). Trend: Business protection ranksread more >>
An important question to answer with certainty is: How do I know if my client’s policy, in fact, has the true specialty definition of disability? Here’s what you need to know when you are working with clients who need and want a specialty definition of disability. Specialty Own Occupation The true specialty definition of disability has tworead more >>
Did you know that most paycheck protection policies have a “no cost” future purchase option rider (FPO) that represents your chance for a repeat first-year commission every three years? This option (also referred to as guaranteed insurability) allows policyholders to purchase additional paycheck protection coverage without the need for a medical exam or labs. The FPO isread more >>