SOURCE BROKERAGE
a Crossroads Financial Group Company
About Us
Source Brokerage was founded in 1990. It is a privately owned brokerage firm serving financial planners across the United States and is a member of the Crossroads Financial Group. Our primary philosophy is to provide associates with the finest value-added services and the best consumer oriented products. We operate on a thin margin, enhancing compensation to our associates. Helpful tools and platforms include:
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Systematic status update e-mails sent to you on pending cases
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The ability to dial into our admin system 24/7 to check pending cases
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Mobile apps for Term, GUL and LTC quotes - easy to set up - provide quotes to potential clients anytime, anywhere
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Website features:
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Online term and GUL comparison spreadsheets
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Forms and carrier/product information
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Paperless e-Drop Ticket submission platforms
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An online impaired risk underwriting quote tool
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Online quote requests for life, annuities, LTC and D.I. products
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Multiple sales support tools and calculators
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Carriers with underwriting niches, example: Non-Tobacco rates for chewers/dippers/pipe/cigar
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Our monthly newsletter supplying updates on products, companies and industry news
Source Brokerage is a member of National Brokerage Agencies, Inc. (NBA), a peer organization, national in scope, providing members a forum for the exchange of information and marketing purposes.
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Let us go to work for you, today!