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.

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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

Shannon Huddleston
Shannon Huddleston Case Management and Underwriting Director

Destinee Myers
Destinee Myers Case Manager

Gain Exclusive Discounts

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

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Media

Targeting Millennials for Disability Income

Targeting millennials for disability income is a sound DI business strategy. Millennials are defined as individuals born between 1981 and 1996. Today’s millennials are between 22 and 37. The ones at the older end of the spectrum are ideal candidates for disability income. Understanding how this demographic is different from baby boomers can help you tailor your DI sales strategies when
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3 DI Products Designed for Small Business Owners

Retirement, business loans, and key employees are important concerns for small business owners. Introduce small business owners to these  DI products designed to protect their businesses and  retirement savings in the event of a disabling injury or sickness: DI Retirement Plan Protection The first thing that stops when you are disabled and struggling to make ends meet is saving money.  Retirement plan disability insurance
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Why Paycheck Protection?

“Why paycheck protection? I was thinking about life insurance,” your young professional client asks. Here’s why: As a nation we carry a heavy debt load, especially in times of optimism when jobs are plentiful and economy is humming. Two out of three Americans live paycheck to paycheck. Losing income for even a short period of time can
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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!

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Our Carrier Partnerships

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