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.
Findings from Principal’s recent Business Owner check-in provided some insight into small and mid-size business owners priorities and sales opportunities they can offer you. Key Findings and Opportunities Business protection is their #1 priority. Key person insurance is an effective way to protect against an unexpected disability that could disrupt business operations. Share with clients: Overview ofread more >>
May is the month to prime your engines for DI sales. Ladies and gentleman start your engines! In the insurance market, you face stiff competition every day from agencies selling essentially the same products you’re offering. That means you need every advantage you can get to stay competitive. And you know that leads are your lifeline toread more >>
Framing disability income as income protection can help your clients understand what individual disability income (IDI) insurance does and why they need it. To boost your IDI success, try these five tips to emphasize how IDI can provide much-needed income protection for clients. #1 Focus on the need, not on the solution. Your clients likely don’t knowread more >>