Brokers AllianceAccess, case design, and a proven process for annuity premium.
Over 30 annuity carriers across Fixed, Fixed Indexed, and Income products ... paired with the tools, training, and hands-on case management that turn product access into placed business.
Product is the price of entry ... methodology is the edge.
Brokers Alliance sits inside many exclusive and limited-distribution groups, which means access to some of the most competitive annuities in the industry through myAdvisor Cloud. Products come and go. What holds is the process of evaluating a retirement plan and building a solution that actually gets placed. Access does not make you successful. The methodology does.
The annuity shelf, without the carrier maze.
The annuity landscape is hard to navigate on your own. Our experienced staff helps you understand and position the right product the right way for each client. Start with the two workhorses of the shelf.
Free tech that does the heavy lifting.
Proprietary tools, calculators, and presentations live inside myAdvisor Cloud. They quote, illustrate, and frame the conversation so you can spend your time in front of the client instead of behind a spreadsheet.
Get fluent, then get in front of clients.
Not yet writing annuities? Good time to start. The largest retirement wave in history is underway, and guaranteed options matter more than ever for pre and post retirees. Our training gets producers of every level from the fundamentals to a live sales conversation.
Let the presentation do the selling.
Educational consumer videos and presentations demonstrate the value of guaranteed retirement income in plain language, so the client understands the why before you ever talk product. Pair them with prospecting marketing programs and hands-on case management, and applications move fast.
Ready to write annuity premium?
Get contracted with Brokers Alliance and put over 30 carriers, custom case design, and a proven process behind every client conversation.
Get contracted