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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
christa@sourcebrokerage.com
Lisa Pflieger Commissions and Licensing Manager, Source Brokerage (888) 543-3634 ext 3
lisa@sourcebrokerage.com
Quote Desk    Illustration Support (888) 543-3634 ext 1            quotes@sourcebrokerage.com

Carriers

Assurity
Fidelity Security
Illinois Mutual
Standard
Mutual of Omaha
Petersen International
Principal Life
Ameritas

Testimonials

“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   

Quick Links

E-Submissions
Term Quotes
Forms
Contracting
Case Status

Contact Us

Innovative Underwriters
1800 JFK Blvd, Suite 700
Philadelphia, PA 19103
Phone: 800.446.7872
info@Innovativeunderwriters.com

Innovative logo

Innovative Underwriters, Inc. works with a variety of insurance carriers. Any product guarantees expressed in a carrier’s policy/contract are backed by the claims paying ability of the issuing carrier and/or its named subsidiary. Innovative Underwriters, Inc. is a wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. Innovative Underwriters, Inc is insurance licensed in AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY . This Internet site may provide links to other sites for your convenience in locating related information and services. Innovative Underwriters, The Guardian Life Insurance Company of America (Guardian) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Innovative Underwriters and Guardian cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore. Innovative Underwriters and Guardian do not recommend or endorse these organizations or their products or services in any way. Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You or your client should consult with your tax or legal advisor regarding your individual situation. Neither Guardian nor its subsidiaries issue Long Term Care Insurance. This Website Is Intended For Agent/Broker Use Only And Not For Use With The General Public.

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Disclaimer

GUARDIAN® is a registered trademark of The Guardian Life Insurance Company of America®
Carriers listed are independent of and unaffiliated with Guardian. 2023-150881 Exp. 2/25

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