About Us

Founded in 1990, SBI is a privately owned brokerage firm serving financial planners across the United States. 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:

  • Systematic status update e-mails sent to you on pending cases

  • The ability to dial into our admin system 24/7 to check pending cases

  • Mobile apps for Term, GUL and LTC quotes - easy to set up - provide quotes to potential clients anytime, anywhere

  • Website features:

    • Online term and GUL comparison spreadsheets

    • Forms and carrier/product information

    • Paperless e-Drop Ticket submission platforms

    • An online impaired risk underwriting quote tool

    • Online quote requests for life, annuities, LTC and D.I. products

    • Multiple sales support tools and calculators

  • Carriers with underwriting niches, example: Non-Tobacco rates for chewers/dippers/pipe/cigar

  • Our monthly newsletter supplying updates on products, companies and industry news

 

SBI is a principal of National Brokerage Agencies, Inc. (NBA), a peer organization, national in scope, providing members a forum for the exchange of information and marketing purposes. SBI founder Jeff Darnell is an officer of NBA and also sits on the Board of Directors.

Let us go to work for you, today!

© 2018 Source Brokerage, Inc.