Skip to content

Brokers Alliance

Annuity Sales Tools

Annuity tools that can revolutionize the way you sell

From case status to proprietary calculators, quoting and custom case design, Brokers Alliance gives independent agents the tools to make annuities easier to sell and easier to service.

Get Contracted Explore the tool library

Boost Your Annuity Sales and Marketing

If you are not already using Brokers Alliance's annuity tools to boost your sales and marketing of annuity investment vehicles, it is time to make a change. The following tools can revolutionize the way you do annuities, making your services more attractive to clients and boosting your annuity sales and marketing.

Get your hands on some additional tools to assist with your annuity business. From case status to proprietary calculators, we have you covered.

The Toolkit

Four tools built for annuity producers

The Retirement ACE A guided retirement income tool that turns a prospect conversation into a fundable annuity case.

Income Custom Case Design Fact finders and request forms for a fully custom income case, designed with the Brokers Alliance case desk.

Online Case Status Log in to track pending annuity cases from submission through issue in real time.

Social Security & Pension Gap Calculator Show clients the income gap between what they will have and what they will need in retirement.

See more tools on myAdvisor Cloud Click for the full tool library on our myAdvisor Cloud (MAC).

Watch

See the annuity toolkit in action

Free Tech Tools At Your Fingertips

More ways to quote and close

RetirementBrain Selling IUL, or want to? Try the most powerful selling tool in the business.

LifeBrain Quote like never before and begin the sale all in one convenient place.

50 Ways Demonstrate the added value of permanent life insurance with this powerful client presentation.

Get Contracted Call BA