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.
Our team
Gain Exclusive Discounts
And access to major DI carriers when you partner with Source Brokerage, Inc. for disability insurance.
Media
Disability Income E-Applications Are Easy
Principal and Standard’s E-apps make it easy to complete disability applications for you and the client. Quick fill and sign features and built-in checks for required fields help you and your clients complete applications accurately and quickly. It also makes sure your applications are complete and in good order before they are submitted, speeding up the underwriting
read more >>An Easy Disability Income Sale
You may be missing an easy disability income sale. Many financial advisors suggest that they do not offer disability income protection to their existing clients because they already have coverage through their employers.
read more >>Lead the Paycheck Protection Discussion with Social Security Disability
Lead the paycheck protection discussion with a review of the most obvious fallback option–social security disability. It is a great way to open the individual disability income protection discussion with your client. Call the client or prospect and say, “I’d like to set an appointment to review your social security disability benefit in the event you become
read more >>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!
Our Carrier Partnerships
