RIA & BROKER-DEALER

The next generation of investment planning for your clients at-risk assets

An exclusive opportunity, available only through Brokers Alliance, to grow the passive income you earn managing your clients at-risk assets.

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01 · THE OPPORTUNITY

An exclusive path for at-risk assets

Are you ready for the next great innovation for your clients at-risk assets? We built an exclusive opportunity, available only through Brokers Alliance, that opens access to the next generation of investment planning for the assets your clients cannot afford to lose.

Exclusive to Brokers Alliance Next-generation investment planning Independently owned since 1982

02 · EVERY PRACTICE

An option for wherever you are on your career path

Brokers Alliance provides options for agents and advisors with different types of practices. Regardless of where you are on your career path, we have an option for you to substantially increase the passive income you can receive from managing your clients at-risk assets.

RIARegistered Investment Advisor

Manage your clients at-risk assets and grow the passive income you receive from doing it.

BDBroker-Dealer

Explore the broker-dealer opportunities available to you through Brokers Alliance.

PIPassive income

Substantially increase the passive income you can receive from managing your clients at-risk assets.

03 · FREE TECH TOOLS

Free tech tools at your fingertips

Get access to the Brokers Alliance myAdvisor Cloud, with customized sales tools, resources, and a sales dashboard built for the way you sell.

IULIUL selling tool

One of the most powerful selling tools in the business. Quote and begin the sale all in one convenient place, and demonstrate the added value of permanent life insurance with a client presentation.

MCmyAdvisor Cloud

Customized sales tools and resources at your fingertips, all in one place.

SDSales dashboard

Track your book from a single sales dashboard built into myAdvisor Cloud.

Ready to grow your at-risk-asset income?

Talk to the Brokers Alliance team about the RIA and broker-dealer opportunities available to you. Call (866) 872-9394 or reach out and we will map the right path for your practice.

Get contracted