WISCONSIN · LIFE & ANNUITY IMO

Carrier access and back-office support for Wisconsin agents

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

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01 · THE WISCONSIN MARKET

Selling life and annuities in Wisconsin

Wisconsin has adopted the NAIC best-interest annuity standard. It is home to several mutual carriers, with a deep whole-life and accumulation market. To write business here you need an active producer license issued by the Wisconsin Office of the Commissioner of Insurance. Once you are licensed, Brokers Alliance gets you appointed with the carriers that write in Wisconsin and matches you to the products that fit your clients.

NAIC best-interest annuity standard adopted Home to several mutual carriers Deep whole-life and accumulation market Licensed by the WI Office of the Commissioner of Insurance

02 · WHAT YOU GET

What Brokers Alliance gives Wisconsin agents

One relationship for contracting, case support, and the technology to run your pipeline.

CA Carrier access

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

CD Case design and underwriting advocacy

Design and underwriting support so more of your Wisconsin business gets placed.

MA myAdvisorCloud platform

The agent platform for e-app, illustrations, and pipeline tracking.

BO A proven back office

A back office that has handled carrier appointments since 1982. No fees to you.

03 · GETTING STARTED

How to get started in Wisconsin

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

01 Confirm your license

Confirm your active Wisconsin producer license with the Wisconsin Office of the Commissioner of Insurance.

02 Start contracting

Start your contracting with Brokers Alliance.

03 We submit and track

We submit and track your carrier appointments.

04 Start writing

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

04 · FREQUENTLY ASKED

Wisconsin contracting questions

The answers producers ask before they contract.

Q Do I need a Wisconsin insurance license to contract?

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

Q Which carriers can I write in Wisconsin?

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

Q Is there an annuity training requirement in Wisconsin?

Most states, including Wisconsin, 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 Wisconsin Office of the Commissioner of Insurance, and we will tell you what each carrier expects.

Q Does it cost anything to contract?

No. Contracting and our agent support are free to you.

Ready to write business in Wisconsin?

Get contracted with the carriers that write in Wisconsin, through one relationship, with a back office that has handled appointments since 1982. Call (866) 872-9394 or start online.

Get contracted