CONSUMER PRESENTATIONS · ADVANCED PLANNING

Presentations that help you sell products

Brokers Alliance is a concept-focused firm. We build and deliver the consumer presentations that show clients why life insurance, annuities, and other retirement savings vehicles belong at the center of a sound plan. With little work on your behalf, they do the explaining for you.

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01 · THE CONCEPT APPROACH

Let the presentation do the convincing

The tools and knowledge live on our myAdvisor Cloud (MAC) platform. Our presentations walk consumers through how social security benefits and retirement savings products actually work. After viewing them, clients have a far better grasp of why the very products you sell matter to their future.

Concept-focused firm Social security explained Retirement savings, made clear Little work on your behalf Delivered on myAdvisor Cloud

02 · THE PRESENTATION LIBRARY

The most effective in our repertoire

Choose from several well-developed presentations covering life insurance products, from annuities to term life. These are among the most effective we deliver.

IFL Income For Life

Show clients how retirement savings products can turn into income they cannot outlive.

IA Income Architect

Frame the retirement income conversation around a plan a client can see and understand.

SS Social Security Seminar

Walk consumers through how their social security benefits work and where the gaps are.

SH Safe Harbor Term

A focused term life presentation that makes the case for protection in plain language.

FC ForeCare Annuity

Present the ForeCare annuity and the value it brings to a client's retirement picture.

03 · WHAT THEY DO FOR YOU

More assets, fewer questions

Better-informed clients close faster and ask less. Our consumer presentations help your clients understand their retirement savings options so you can spend your time selling, not explaining the basics.

AUM Increase assets under management

Clients who understand the products commit more of their savings to them.

Q Answer fewer questions

The presentation covers the concept, so the meeting stays on the decision.

TT Free tech tools at your fingertips

The full presentation set is part of a broader toolbox, ready when you are.

04 · myADVISOR CLOUD

Free tech tools at your fingertips

Sign up free and get the Brokers Alliance myAdvisor Cloud customized sales tools, resources, and sales dashboard in one place. Quote, present, and start the sale without leaving the platform.

IUL IUL selling tool

Selling IUL, or want to? Reach for the most powerful selling tool in the business and quote like never before.

PR Client presentation

Demonstrate the added value of permanent life insurance with a powerful client presentation.

SU Sign up free

Get access to the sales tools, resources, and sales dashboard at no cost, all in one convenient place.

Ready to let the presentation sell for you?

Get contracted with Brokers Alliance and put our consumer presentations to work. Independently owned since 1982, Fountain Hills, Arizona. Call (866) 872-9394.

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