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Disability Income

Source Brokerage Black SB (002)

Source Brokerage is our go to for all Disability Income needs and can provide opportunities for non-Berkshire occupational classes, AD&D, Critical Illness and unique case design through the Peterson Group.

Meet our Team

NameTitleContact Information

Christa Woyden-Rosario Office Manager, Source Brokerage (888) 543-3634 ext 2
Lisa Pflieger Commissions and Licensing Manager, Source Brokerage (888) 543-3634 ext 3
Quote Desk    Illustration Support (888) 543-3634 ext 1  


“We find the ability to share underwriting files between Guardian and IU to be extremely beneficial in our daily business processing. In addition, our ability to share files is a terrific recruiting tool we can add to our value proposition, to help our associates build their careers.”

Nat Perlmutter   

“As a long time producer at Guardian, for many years we were writing UL and large term cases with various brokerage general agencies throughout the country.
For the last three years, we only write business with IU for the following reasons:
1. Quick response to every inquiry
2. We do not need to get unnecessary underwriting requirements. This saves time.
3, Expert advice on advanced planning situations.
4, Fantastic and quick underwriting. Superb communication and follow through.
5. Maybe, most importantly, getting exceptions and negotiating better underwriting classes than originally issued.

My life and business is better because of IU and their fantastic TEAM.”

Earl E. Rubinoff, CLU   

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Contact Us

Innovative Underwriters
1800 JFK Blvd, Suite 700
Philadelphia, PA 19103
Phone: 800.446.7872

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