ADVANCED MARKETS · TRAINING

A free 7-part video series that turns Social Security into a retirement income conversation

Understand Social Security and your clients well enough to plan around it. This training series walks you through the benefit, the retirement income needs it leaves open, and how Brokers Alliance helps you fill the gap. Watch, learn, and put it to work.

Get contracted Talk to the team

01 · THE SERIES

Understand Social Security, and your clients

Explore this seven-part Social Security training video series to better understand Social Security and your clients' retirement needs. Access is free. Watch at your own pace, and come out of it ready to have a sharper, more useful conversation about where a client's income will actually come from in retirement.

7Seven parts, watch and learn

A structured seven-part video series you can move through on your schedule. No cost, no gatekeeping. It is built to give you a working command of Social Security, not just the headlines.

SSCommand of the benefit

Understand how Social Security fits a client's retirement picture, so you can speak to it with confidence instead of leaving it as the one piece nobody explains.

RNRead the retirement need

The series helps you see the gap Social Security leaves open for each client, which is exactly where a real planning conversation begins.

02 · WHAT YOU DO WITH IT

Maximize the benefit, then plan around the rest

Knowing Social Security is only half of it. The point is to help clients get the most out of the benefit they have earned, and then build the income that carries them the rest of the way. Brokers Alliance backs you with retirement income planning support at every step.

Learn Brokers Alliance retirement income planning support Maximize your clients' Social Security benefit capacity Supplement Social Security with other retirement income Turn the series into a client conversation

03 · TOOLS AND SUPPORT

Free tech, and a real person in your corner

The training pairs with the free tools inside myAdvisor Cloud, so the learning turns straight into quotes, presentations, and cases. Behind all of it is Brokers Alliance, independently owned since 1982, with a team that helps you position the plan.

MACmyAdvisor Cloud

Customized sales tools, resources, and a sales dashboard, all inside the free myAdvisor Cloud platform. Sign up and get access to the same tools at no cost.

IULThe most powerful IUL selling tool

Selling IUL, or want to start? Quote like never before and begin the sale all in one convenient place, with the most powerful selling tool in the business.

CPClient presentation

Demonstrate the added value of permanent life insurance with a client presentation that frames the retirement income conversation before you ever talk product.

Independently owned since 1982 Fountain Hills, Arizona Dedicated Relationship Manager (866) 872-9394

Ready to master the Social Security conversation?

Get contracted with Brokers Alliance for free access to the seven-part Social Security training series, the myAdvisor Cloud tools, and a team that helps you build the plan around the benefit. Call (866) 872-9394.

Get contracted