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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.
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!
Meet the Insurance Coach
Our Insurance Coach, Jay Robinson, offers personal consultations and eResources to help you make your clients’ goals a reality.
Meet the Team
PresidentMore about Jim >
What People Say
Making the sale and placing the business are two entirely different things. I never would have completed the process if it weren’t for Jay Robinson and InSource. We even changed carriers during underwriting, and Jay still made it as smooth of a transaction as it could be.
Was the process easy? It was for me. Jay might have a different perspective, but that’s the point. I manage the client, Jay and the team manage the process. It works great because they are the best.
I have been working with InSource Inc. for the past 7 years, and I’m extremely impressed with their efficiency, follow-up, and personalized service. They are constantly reaching out to me to be sure I have any new information about the various financial companies that I place business.
I have been in the financial services industry for 18 years, I am an MDRT “Court of the Table” member, I was National Champion with my first national company, I am a 7-time President’s Inner Circle award winner, and this past year received Gama International’s Frontline Silver Leader Award.
I have experience working with many companies, and I can assure you that InSource is among the best I have ever worked with. I would recommend them every time.
Insource is a great group to work with. Everyone is always friendly, knowledgeable and quick to respond to our requests. Ann Fiordaliso is so great! She is super organized and on top of all cases and keeps things moving forward.
Wow, thank you. You made my day! I’m very excited to work with you and your team. You run a very professional operation.
Ann is knowledgeable, prompt and pleasant to work with. She works to clearly communicate to get every detail correct. She helps us find the best solutions for our clients. I highly recommend working with her.
I have known Al Caviani for many years and have depended on him for case work and technical issues. He always figures it out for me. I consider him a friend and he’s always available to assist me in resolving any issues. Just a great source to have at Insource.
You guys are the best – seriously thank you for everything!
As a veteran in the industry for almost 30 years, you certainly look for consistent performers with staying power. InSource has been vital in providing timely, quality, and meaningful help in many areas of my business. Beyond that, their execution and intent to really help people is a hallmark of why they are a leader today and for future that’s before us.
I have worked with Dawn Savage in the past for years in the Long Term Care Insurance area and she is the go to person with ANY questions or issues regarding LTC. I believe she has more knowledge of the products and more insight than most.
Thank you Mike for your guidance and quick response to our questions and requests. It’s a pleasure working with you and your team!
I just wanted to pass along my appreciation for Dawn Savage in reviewing the applications prior to submission. Really appreciate her assistance. It’s made my business so much easier. Thanks for being so awesome!
As long as I have been doing business with Insource, I must say I am very satisfied with the treatment I have received. For example, Jason in new business sales support is very responsive whenever I speak to him. I appreciate the feeling that someone is assisting me from A to Z to get the job done.