Annuity Planning

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Sure, we have product.  In fact, Brokers Alliance® is part of many “exclusive” or “limited” distribution groups that give our Agents and Advisors access to the most competitive products in the industry on our myAdvisor Cloud (MAC). The truth, however, is that for us it’s not just about the products.  We have seen them come and go.  At BA, it’s also about the PROCESS of evaluating a retirement plan and implementing a solid solution for you and your client.  Having access to product doesn’t make you successful; it’s the methodology that opens the door to writing millions in Annuity premium each and every year.

To support your Annuity sales, you will have access to:

  • The IFL Lifetime Income with Guaranteed Annuities: proprietary tools, calculators, and presentations
  • Dedicated Annuity experts for case design and customization
  • Prospecting & Marketing Programs
  • Educational & Consumer Videos
  • Hands-on Case Management to ensure quick application processing

So what is the PROCESS?

IFL - Income For Life
A unique retirement income planning support system available only at Brokers Alliance®

Click here to learn more!

Not yet working with Annuity products?

It has never been more important for Advisors to be discussing the GUARANTEED options available to Pre and Post Retirees. The Baby Boomers started to retire as of January 1st, 2008 as the absolute largest retirement population we've ever seen. It is no secret that this has been a Practice-Building Event for Insurance Agents, Financial Planners, CPA's, and the like. As the largest population to ever retire sets upon us over the next 20 years, solutions like Fixed Annuities and Indexed Annuities will play an important role as they provide balance to a Retirement Income Plan.

Annuity Training

Our annuity training is second to none in helping your build your business.

 

Annuity Quote Request