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About Us

InSource is a high-touch, consultative agency dedicated to expanding the market opportunity for financial advisors. Our family-run, independent firm employs the perseverance to help you get it done and the integrity to get it right.

InSource News

LUMA technology is added as PAM (Portal for Asset Management) to the InSource technology platform. Read more >>


InSource offers our advisors a full year of in-person and virtual events sponsored by our carrier partners. Learn more about current and new products to help you offer your clients better ways to achieve their goals and protect their lifestyles. Our calendar offers informative and illuminating events designed to make this your best year yet!


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Meet the Insurance Coach

Our Insurance Coach, Jay Robinson, offers personal consultations and eResources to help you make your clients’ goals a reality.

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Meet the Team

Jim Nickens


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