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.
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 getread more >>
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 youread more >>
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 businessread more >>