FOR RIA ADVISORS

Add life insurance to your RIA practice

Matching high-income clients with the right protection is a skill they are willing to pay for. The better equipped you are to advise on life insurance, the more you earn as an advisor.

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01 · ADVISOR ACUMEN

Improve your acumen as a life insurance advisor

Expand your client base, your understanding of specific life insurance options, and the breadth of your knowledge concerning their terms. myAdvisor Cloud and our advising tools put that depth within reach, so every client conversation lands with authority.

Broader client base Clearer product explanations Deeper command of the terms

02 · WHAT YOU GET

Everything you need to advise with confidence

Working with Brokers Alliance, you have a full bench behind every case.

EX A dedicated expert team

Specialists in 401(k), LTC, and IUL insurance who know both the products and the planning behind them.

QI Quotes and illustrations

Tools for running quotes and producing sales-worthy illustrations your clients can act on.

UW Underwriting support

Professional underwriters and digital underwriting tools that keep cases moving forward.

MK Marketing and support staff

Support teams and marketing staff who help you market your services better.

03 · FREE TECH TOOLS

myAdvisor Cloud, at your fingertips

Selling IUL, or want to start? Try one of the most powerful selling tools in the business. Quote and begin the sale all in one convenient place.

01 Quote in one place

Quote like never before and begin the sale without leaving the platform.

02 Client presentations

Demonstrate the added value of permanent life insurance with a powerful client presentation.

03 Sales dashboard

Get the myAdvisor Cloud customized sales tools, resources, and sales dashboard.

04 · HOW IT FITS

Stay focused on insurance sales

Keep your energy on the client conversation. Brokers Alliance handles the rest.

Focus on your insurance sales Hands-off approach to investment management Compensation for assets under management

Ready to grow your advisory practice?

Get contracted with Brokers Alliance and put myAdvisor Cloud and a full expert bench behind every client. Call (866) 872-9394.

Get contracted