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.
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 theread more >>
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 claimsread more >>
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 moreread more >>