Annuity 101

Annuity Sales Made Easy with Brokers Alliance® Annuity 101 Training Program

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Get the skinny on giving your clients the skinny on Annuities with Brokers Alliance®’s Annuity 101. With this Annuity Sales tool, you can get the answers to every question you’ve ever had about marketing Annuities to your clients. Get the materials and training you need to convince your clients that annuities should be a part of every sound retirement portfolio, and connect them with the indexed and variable annuities that are best for them. Brokers Alliance® Annuity 101 is like boot camp for Annuity Sales, intensive in the short-term but highly effective and rewarding in the long run.

Click HERE to access the Annuity 101 tool kit on our myAdvisor Cloud (MAC).


Live Webinars and Events


May 23, 2019

During a policy review, you come across an existing policy that the client purchased many years ago. It has accumulated significant cash value. However, you see that loans have been taken from the policy to pay for the premiums and/or to fund cash withdrawals. Those loans, combined with higher mortality costs, and high loan interest charges have subjected the policy to a potential unintended lapse.

These clients have 3 choices: do nothing, repay the loan out of pocket, or complete a 1035 exchange to a new policy and mirror the loan.

This webinar will show you how mirrored loans, when executed and designed properly, can help clients in this scenario achieve security.

Attendees will receive a complimentary copy of the presentation and our Mirrored Loan Sales Kit.