Life & Annuity IMO for Agents in Montana

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 Montana producer, we give you carrier access, case-design and underwriting support, and the agent technology to grow your book.

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

Selling life and annuities in Montana

Adopted the NAIC best-interest annuity standard. Rural market reliant on carriers with strong e-app and tele-underwriting.

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

What Brokers Alliance gives Montana agents

  • Contracting with dozens of life and annuity carriers that write in Montana, through one relationship.
  • Case design and underwriting advocacy so more of your Montana 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 Montana

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

Frequently asked questions

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

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

Which carriers can I write in Montana?

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

Is there an annuity training requirement in Montana?

Most states, including Montana, 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 Montana Commissioner of Securities and 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 Montana practice

Get contracted through Brokers Alliance and start writing in Montana. 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.