ALTERNATIVE INVESTMENTS

Diversify your product base and reach more high-net-worth clients

Brokers Alliance offers a range of alternative investment options built to expand your product portfolio and secure a share of the high-net-worth market. Give your clients the opportunity to diversify their holdings, reach their investment goals, and build lasting wealth.

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01 · THE OPTIONS

Three ways to diversify

Access Life Settlements, Structured Cash Flows, and Precious Metals ... each one a distinct lever for portfolio diversification and wealth building.

LS Life Settlements

A comparatively low risk-return trade-off when measured against equities. A way to unlock value from an existing policy.

SC Structured Cash Flows

Flexible term options and higher rates of return than traditional fixed income options.

PM Precious Metals

Wealth protection and shelter from volatility for clients who want to hold hard assets.

02 · WHY IT MATTERS

Reach the high-net-worth market

Adding alternative investment options to your practice widens the conversations you can have and the clients you can serve.

Diversify beyond traditional products Serve high-net-worth clients Help clients reach investment goals Build long-term wealth

03 · TECH TOOLS

Free tech tools at your fingertips

Sell smarter with the Brokers Alliance myAdvisor Cloud. Quote, present, and begin the sale all in one convenient place.

IUL The most powerful selling tool in the business

Quote like never before and begin the IUL sale all in one place. Demonstrate the added value of permanent life insurance with a powerful client presentation.

MA myAdvisor Cloud sales tools

Customized sales tools, resources, and a sales dashboard, built to keep your practice moving.

Ready to expand your product base?

Independently owned since 1982 and based in Fountain Hills, Arizona. Call (866) 872-9394 or reach out and we will get you contracted.

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