Why Work With Source Brokerage?

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Source Brokerage can help brokers sell more disability insurance (DI) by offering tools, support, and expertise that streamline the sales process and increase client conversion. Here’s how: 1. Access to Top Carriers Source Brokerage partners with leading disability insurance providers, giving brokers access to a range of high-quality products. This allows brokers to: Offer competitive,
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Making The Case for Disability Insurance When Budgets Are Tight

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Here’s a blog post or talking point outline you can use to make a strong case for individual disability insurance when clients say their budgets are tight: When times are tight and every dollar matters, it’s natural for clients to scrutinize every expense. But it’s precisely in these moments—when financial resilience is already stretched—that the
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Why We Do What We Do?

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In my 30 years in the disability insurance industry, I have never received a letter like this from a broker. My broker, Maxine, shared the following story with me: What We Do: A Story That Reminds Us Every profession has its “why” reason that drives the long hours, the attention to detail, the hard conversations,
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How to Use Social Media to Prospect for New Clients?

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In today’s digital world, social media has become more than just a place to connect with friends—it’s where people go to learn, ask questions, and make financial decisions. For disability insurance producers, this presents a powerful opportunity. Most professionals—especially those in their 30s and 40s—are active on platforms like LinkedIn, Instagram, and Facebook. They scroll,
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