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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:

  • 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


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.

Let us go to work for you, today!

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