PENNSYLVANIA · LIFE & ANNUITY IMO

Get contracted in Pennsylvania with one relationship

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

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01 · THE MARKET

Selling life and annuities in Pennsylvania

Pennsylvania has adopted the NAIC best-interest annuity standard. A large, older-skewing population drives Medicare Supplement, final-expense, and annuity sales. To write business here you need an active producer license issued by the Pennsylvania Insurance Department. Once you are licensed, we get you appointed with the carriers that write in Pennsylvania and match you to the products that fit your clients.

NAIC best-interest annuity standard adopted Older-skewing population Medicare Supplement demand Final-expense demand Annuity demand

02 · WHAT YOU GET

What Brokers Alliance gives Pennsylvania agents

One back office that has handled carrier appointments since 1982, with no fees to you.

CA Carrier access

Contracting with dozens of life and annuity carriers that write in Pennsylvania, through one relationship.

CD Case design and underwriting advocacy

We advocate on your cases so more of your Pennsylvania business gets placed.

MA The myAdvisorCloud platform

E-app, illustrations, and pipeline tracking in one agent platform.

BO Back office since 1982

A team that has handled carrier appointments for more than four decades. No fees to you.

03 · GETTING STARTED

How to get started in Pennsylvania

Four steps from licensed to writing business, with full back-office support the whole way.

01 Confirm your license

Confirm your active Pennsylvania producer license with the Pennsylvania Insurance Department.

02 Start contracting

Start your contracting with Brokers Alliance.

03 We submit and track

We submit and track your carrier appointments.

04 Begin writing

You begin writing Pennsylvania business with full back-office support.

04 · FAQ

Frequently asked questions

The details Pennsylvania producers ask about most before they contract.

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

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

Q Which carriers can I write in Pennsylvania?

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

Q Is there an annuity training requirement in Pennsylvania?

Most states, including Pennsylvania, 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 Pennsylvania Insurance Department. We will tell you what each carrier expects.

Q Does it cost anything to contract?

No. Contracting and our agent support carry no fees to you.

Ready to write business in Pennsylvania?

Get contracted with the carriers that write in Pennsylvania through one relationship, or call (866) 872-9394.

Get contracted