About

KEITH PFLIEGER - CEO

Keith Pflieger is the President and founder of Source Brokerage LLC, a national leading firm in Disability Income Insurance wholesaling, brokerage and consulting.

With over 25 years of brokerage experience, Keith has applied long-term strategic planning and market analysis studies which have yielded steady growth of Source Brokerage.

Keith has been featured in many industry publications including Life Insurance Selling, Brokers World and National Underwriter. He is also a founding member of the International DI Society (IDIS).

During his tenure with Source Brokerage, Pflieger has established joint ventures for ancillary DI product solutions with companies such as AXA Life (formally Equitable Life), Acacia Life, Mass Mutual, MONY, Boston Mutual, Union Central and Guardian Life.
Leading the way:

Keith has served on the advisory board for three major Disability Income carriers (currently two ) totaling over 25 years in an advisory role and has been personally involved in the design and implementation of three new DI products.  In addition and uniquely, he personally brokered the very first insurance application for Assurity Life.

CHRIS CARLSON - PRESIDENT

Chris began his insurance career as a Brokerage Consultant with Provident Life and Accident in 1984. After working with Provident as a Consultant, District Manager and Branch Manager, he formed his own Independent Disability Insurance Marketing Organization in 1995.

Chris’ organization eventually became the D.I. sales office for Ascensus Insurance Services. When Ascensus was purchased by BISYS, he became the National Sales Manager for the BISYS D.I. Center.

In 2003, Chris joined ACTG as a Sales Development Coach, specializing in working with Salespeople and Sales Managers within the financial services industry.

In 2013, Chris formed The D.I. Coach. He combines his extensive knowledge of the D.I. industry with his coaching expertise to provide a truly unique perspective in the coaching of producers.

 

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