At Source Brokerage, we specialize in disability insurance and offer flexible solutions designed to empower agents. Whether you prefer to fish on your own or let us handle everything, we’ve got the right setup to help you succeed.

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What We Offer:

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• Fishing on Your Own: If you’re ready to take the reins, we provide everything you need to wholesale disability insurance independently. You bring the client, and we’ll work with you directly to close the deal. It’s all about giving you the tools and flexibility to fish at your own pace.

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• Fishing with a Guide: Not quite ready to go it alone? When you work with us, you’ll have a specialist guiding you through the process. We collaborate with you and your client to ensure the best solutions are offered, and together we close the deal. It’s the perfect balance of support and independence.

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• Fishing for You: If you’d prefer to focus on bringing in clients while we handle everything, simply refer your client to us. We’ll take care of all the details—opening, closing, and everything in between—ensuring your client receives expert service while you earn a referral fee.

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Why Choose Us?

• Expertise at Every Level: No matter how much or how little you want to be involved, we offer personalized service and industry-leading expertise to ensure your clients get the best disability insurance options.

• Referral Program: For every client you refer to us, you earn a generous referral fee. It’s an easy way to build your business without taking on the burden of the closing process.

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Join us today and start fishing for success—whether you’re casting your own line or letting us handle the catch!