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

• 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.

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Let us go to work for you, today!