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.

Learn More

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 A. Bussey
Christopher A. Bussey Individual and Executive Benefits Specialist

Destinee Myers
Destinee Myers Case Manager and Underwriting Director

Gain Exclusive Discounts

And access to major DI carriers when you partner with Source Brokerage, Inc. for disability insurance.

Learn More

Media

Proven DI Sales Script

Looking for a new revenue stream or want to boost your DI sales revenue? Not sure how to get started or how to overcome objections? Request our DI Sales Script. Our DI sales script includes: Pre-approach letter/email A step-by-step script for the entire sales process, including approaches and answers to common objections. A diagram that illustrates the
read more >>

2020 Leaves and Claims Related to COVID Soar

As we continue to navigate the pandemic, it’s more important than ever to protect your clients with disability income protection. A recent report from Unum underscores the value of paycheck protection throughout the pandemic. The charts and graphs below paint a vivid picture for you and your clients of the increase in pandemic-related short term disability claims
read more >>

New Year, New Goals

Happy New Year! New year, new goals. Growing your DI sales not only helps your clients protect their income, it also grows your income and diversifies your product offerings. Here’s our top five blogs and podcasts to inspire you and kick start your sales in the new year. Your Clients Need to Hear from You Now more
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!

Learn More

Our Carrier Partnerships

Disability Income - Ameritas
Assurity
Illinois Mutual
Mass Mutual
MetLife
Mutual of Omaha
Petersen
Principal
Risk
The Standard
Unum