Associated Brokerage

Source Brokerage Inc., based in Indianapolis, IN, specializes in providing tailored disability income insurance solutions for individuals across various professions, including doctors, lawyers, and business owners. The firm is dedicated to helping clients find the maximum income protection necessary, especially for those who have reached issue limits or have high earning potential. With a focus on maximizing disability coverage and recognizing the unique needs of high-earning clients, Source Brokerage offers insights into participation limits and the benefits of working with multiple carriers. Their expertise is particularly valuable in navigating the complexities of individual and group long-term disability policies. Generated from the website

For more than a century, the Federated Insurance Company has provided peace of mind to business owners through valued insurance protection. The company s home office is located in Owatonna, Minn., with regional offices in Indianapolis, Atlanta, Phoenix, as well as several service offices located throughout the United States. Federated has more than 2,600 employees and operates in 48 states and the District of Columbia. The company specializes in business insurance for selected industries including auto dealers; auto parts wholesalers; petroleum marketers; convenience stores; building contractors for materials, hardware, electrical, plumbing, heating and cooling; equipment dealers for agricultural, lawn, garden and construction; machine and tooling shops; printers; tire dealers; jewelers; and funeral services. An estimated 335 trade associations and industry organizations recommend one or more of it s programs. Federated is one of the largest mutual company insurers of property and liability insurance in the United States and is listed in Fortune Magazine s Fortune 1,000 Companies. The company was rated A+ by A.M. Best Company in 2005.

Castle Investment Advisors, located in Indianapolis, IN, specializes in providing personalized investment management and strategic wealth planning tailored to individual client needs. Their mission is to simplify wealth management by delivering straightforward advice that guides clients toward achieving their financial goals, whether they are first-time investors or preparing for retirement. The firm emphasizes a collaborative approach to financial planning, ensuring that recommendations reflect clients' unique aspirations and financial situations. With a team dedicated to transparency, support, and experience, Castle Investment Advisors adapts plans as clients' needs evolve, focusing on building, managing, preserving, and transitioning wealth effectively. Generated from the website