ALTERNATIVE INVESTMENTS

Diversify your product base and reach more high-net-worth clients

Access options for life settlement, structured cash flows, and precious metals, all on the Brokers Alliance myAdvisor Cloud. Give your clients the opportunity to diversify their portfolios, reach their investment goals, and build wealth.

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01 · WHY ALTERNATIVES

Expand your portfolio and win a share of the high-net-worth market

Brokers Alliance offers a variety of alternative investment options designed to help you grow your product base. Add products that let clients diversify beyond traditional equities and fixed income, and open the door to conversations with clients who expect more.

All options live on myAdvisor Cloud Built for portfolio diversification Aimed at the high-net-worth market

02 · THE OPTIONS

Three ways to help clients build wealth

Each option carries its own profile. Match the right one to your client and to the goal you are solving for.

LS Life Settlements

A comparatively low risk-return trade-off when measured against equities. A way to turn an existing policy into value for the client.

PM Precious Metals

Wealth protection and shelter from volatility. A hedge that holds its ground when markets do not.

SC Structured Cash Flows

Flexible term options and higher rates of return than traditional fixed income. Predictable income built around the client's timeline.

03 · FREE TECH TOOLS

The myAdvisor Cloud at your fingertips

Alternative investment options sit inside the same platform you already use to run your practice. Quote, present, and begin the sale in one convenient place, with customized sales tools and resources ready to go.

QT Quote in one place

Quote like never before and begin the sale all in one convenient place, on the platform you already know.

PR Client presentations

Demonstrate the added value of permanent life insurance with powerful, ready-made client presentations.

SD Sales dashboard

Customized sales tools, resources, and a dashboard that keep your production organized in one view.

Ready to add alternative investments to your practice?

Join Brokers Alliance and get access to life settlement, structured cash flows, and precious metals on the myAdvisor Cloud. Independently owned since 1982. Call (866) 872-9394.

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