Life & Annuity IMO for Agents in Massachusetts

Brokers Alliance is a family-owned, independent insurance marketing organization (IMO) that has helped life and annuity agents get contracted with top carriers since 1982. If you are a Massachusetts producer, we give you carrier access, case-design and underwriting support, and the agent technology to grow your book.

Get contracted in Massachusetts   or call (800) 290-7226.

Selling life and annuities in Massachusetts

Has historically taken its own approach to annuity suitability and product approval; expect stricter filing and disclosure norms. Sophisticated estate-planning market.

To write business in Massachusetts you need an active producer license issued by the Massachusetts Division of Insurance. Once you are licensed, Brokers Alliance gets you appointed with the carriers that write in Massachusetts and matches you to the products that fit your clients.

What Brokers Alliance gives Massachusetts agents

  • Contracting with dozens of life and annuity carriers that write in Massachusetts, through one relationship.
  • Case design and underwriting advocacy so more of your Massachusetts business gets placed.
  • The myAdvisorCloud agent platform: e-app, illustrations, and pipeline tracking.
  • A back office that has handled carrier appointments since 1982. No fees to you.

How to get started in Massachusetts

  1. Confirm your active Massachusetts producer license with the Massachusetts Division of Insurance.
  2. Start your contracting with Brokers Alliance.
  3. We submit and track your carrier appointments.
  4. You begin writing Massachusetts business with full back-office support.

Frequently asked questions

Do I need a Massachusetts insurance license to contract through Brokers Alliance?

Yes. You need an active Massachusetts life (and, for annuities, the appropriate line) producer license, issued by the Massachusetts Division of Insurance. If you are licensed in Massachusetts, we can get you appointed with carriers that write there. We can also help you add Massachusetts as a non-resident state.

Which carriers can I write in Massachusetts?

Carrier and product availability varies by state. Through Brokers Alliance you can get appointed with dozens of life and annuity carriers that write in Massachusetts. Our contracting team confirms which products are available to you in Massachusetts before you write.

Is there an annuity training requirement in Massachusetts?

Most states, including Massachusetts, require a one-time annuity training course plus carrier product-specific training before you can sell annuities, under the NAIC suitability framework. Check current requirements with the Massachusetts Division of Insurance; we will tell you what each carrier expects.

Does it cost anything to contract?

No. Contracting and our agent support are free to you. We are paid by the carriers.

Grow your Massachusetts practice

Get contracted through Brokers Alliance and start writing in Massachusetts. Get contracted or create your myAdvisorCloud account.

See the carriers you can write through Brokers Alliance »

Brokers Alliance is an independent insurance marketing organization. Carrier names and product references reflect carriers through which Brokers Alliance places business for its independent agents; they do not imply endorsement or exclusive appointment. Product and carrier availability varies by state and by your licensing. This page is general information for licensed insurance professionals, not legal or tax advice.