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Asset Elevation: Taking Legacy Outcomes to New Heights

Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their wealth as possible to their beneficiaries? Chances are, the answer to all thr…
Do you have clients between 60 and 75 years old? Do they own deferred annuities they don’t actually need to meet their retirement goals? Do they want to pass on as much of their we… https://brokersalliance.com/about-brokers-alliance/news/2021/04/asset-elevation-taking-legacy-outcomes-new-heights/

Saving the Day 101: The Bene Check

We’re nearing the end of a tumultuous year. You’ve felt the impacts of current events on your own life, and your clients have, too. If only you could help them prepare for their financial futures by taking them through two simple steps. Oh, wait. You t…
We’re nearing the end of a tumultuous year. You’ve felt the impacts of current events on your own life, and your clients have, too. If only you could help them prepare for their fi… https://brokersalliance.com/about-brokers-alliance/news/2020/10/saving-day-101-bene-check/

July is coming in HOT with new sales concepts!

Kick off the third quarter by taking on new a new sales concept! Life insurance and annuities are evolving quickly, don't be left behind.
We're kicking off July 2020 with a bang! Our calendar is jammed with new webinars led by top life insurance carriers and industry professionals and they're all designed to help ins… https://brokersalliance.com/about-brokers-alliance/news/2020/07/july-coming-hot-new-sales-concepts/

The SECURE Act: Asset Repositioning and Strategic Conversions

When the Setting Every Community Up for Retirement Enhancement Act of 2019 (better known as the SECURE Act) was signed into law, it changed the way Americans save for retirement.
When the Setting Every Community Up for Retirement Enhancement Act of 2019 (better known as the SECURE Act) was signed into law, it changed the way Americans save for retirement. C… https://brokersalliance.com/about-brokers-alliance/news/2020/05/secure-act-asset-repositioning-and-strategic-conversions/

Coronavirus (COVID-19) Resources & Response

Stay on top of recent developments in the life insurance and annuity industries and access resources to help you navigate an entirely new marketplace.
Brokers Alliance is currently operating business-as-usual, however we are monitoring the situation closely.  Visit our COVID-19 Agent Resources and Response page to access the … https://brokersalliance.com/about-brokers-alliance/news/2020/03/coronavirus-resources-response/

Advanced Markets: Premium Finance Opportunities and Strategies

Help your affluent clients increase their internal rate of return while securing the insurance they need with Premium Financing! Premium Financing is a policy-funding strategy that will appeal to affluent clients who want life insurance, but who would pre…
Help your affluent clients increase their internal rate of return while securing the insurance they need with Premium Financing! Premium Financing is a policy-funding strategy that… https://brokersalliance.com/about-brokers-alliance/news/2019/09/advanced-markets-premium-finance-opportunities-and-strategies/

Go Beyond Illustrations: Demonstrate Real-Life Value

An illustration can only get you so far. Sometimes, prospects can get lost in the numbers and need a better way to visualize the added value that Permanent Life products can provide. That’s where the 50 Ways to Need Your Coverage presentation can help re-…
An illustration can only get you so far. Sometimes, prospects can get lost in the numbers and need a better way to visualize the added value that Permanent Life products can provid… https://brokersalliance.com/about-brokers-alliance/news/2019/04/go-beyond-illustrations-demonstrate-real-life-value/

Help Prospects Choose the Best Beneficiary

Sometimes, prospects and clients aren’t sure exactly who to name as a beneficiary on their life insurance policy. Here are some tips you can share with them...
In 2007, an aristocrat in Lisbon picked 70 people at random from a phone book and named them all as beneficiaries in his will. For the rest of us, selecting a beneficiary is a much… https://brokersalliance.com/about-brokers-alliance/news/2019/03/help-prospects-choose-best-beneficiary/

IUL Product Showdown 2018

The IUL Product Showdown concept paired with our 2018 IUL Guide is guaranteed to increase your IUL sales this year.
Have you seen our IUL Product Showdown webinar? If not, request a link to the recorded webinar today! The IUL Product Showdown concept paired with our 2018 IUL Guide is guaranteed … https://brokersalliance.com/about-brokers-alliance/news/2018/06/iul-product-showdown-2018/

June 2018 Annuity Update Show

This month in the June Annuity Update Show, Brokers Alliance is breaking down the latest MYGA rates, a sales concept you NEED to take advantage of, and a powerhouse fixed indexed annuity. Continue reading for ways to increase production.
This month in the June Annuity Update Show, Brokers Alliance is breaking down the latest MYGA rates, a sales concept you NEED to take advantage of, and a powerhouse fixed indexed a… https://brokersalliance.com/about-brokers-alliance/news/2018/06/june-2018-annuity-update-show/

The Game of Life: Financial Family Fun

We’ve all played The Game of Life. As you move through the board, you are prompted to make choices that will determine your life’s outcome and your financial success. You can incorporate this lesson when talking to clients about life insurance.
We’ve all played The Game of Life. As you move through the board, you are prompted to make choices that will determine your life’s outcome and your financial success. If you’ve pla… https://brokersalliance.com/about-brokers-alliance/news/2018/03/game-life-financial-family-fun/

National Pi Day: Helping Clients Portion Their Budget for Life Insurance

To celebrate National Pi Day, we’re serving a slice of financial advice that you can share with your clients anytime of the year!
To celebrate National Pi Day, we’re serving a slice of financial advice that you can share with your clients anytime of the year! One of the first excuses you hear when discussing… https://brokersalliance.com/about-brokers-alliance/news/2018/03/national-pi-day-helping-clients-portion-their-budget-life-insurance/

Markets Got Your Clients Against the Ropes? Offer Alternatives Now!

This month, the stock market has pulled a one-two punch on your clients' savings. How many more rounds are they prepared to go? Luckily, there are a few heavy hitters in our arsenal that could help protect them.
"There’s some big-money players that have really leveraged to the low rates forever, and they have to unwind those trades...They could be in full panic mode right now." -- Doug C… https://brokersalliance.com/about-brokers-alliance/news/2018/02/markets-got-your-clients-against-ropes-offer-alternatives-now/

October 2017 Life Insurance Update Show

In this month’s Life Insurance Update Show, we’re drawing your attention to a video series and rider comparison chart, a laddering strategy that can help you cater more specifically to your clients wants, and at end of the show we’re covering how you can …
In this month’s Life Insurance Update Show, we’re drawing your attention to a video series and rider comparison chart, a laddering strategy that can help you cater more specificall… https://brokersalliance.com/about-brokers-alliance/news/2017/10/october-2017-life-insurance-update-show/

Insurance Premiums: Expense vs. Investment

Nearly 40% of Americans do not own a life insurance policy. This statistics makes it safe to say that the common consensus amongst consumers is that life insurance is an expense. It’s our job as advisors to show them that their premiums are, in fact, an i…
There is always a battle being waged in our budgets: is this an expense or an investment? Nearly 40% of Americans do not own a life insurance policy. This statistic makes it safe t… https://brokersalliance.com/about-brokers-alliance/news/2017/07/insurance-premiums-expense-vs-investment/

July 2017 Life Update Show

In the July 2017 Life Update Show, we're covering one of the most competitive term products in the industry, a new GUL product paired with a sales concept to boot, and lastly a cash incentive that you won’t want to miss out on.
In the July 2017 Life Update Show, we're covering one of the most competitive term products in the industry, a new GUL product paired with a sales concept to boot, and lastly a cas… https://brokersalliance.com/about-brokers-alliance/news/2017/07/july-2017-life-update-show/

The Crowdfunding Conundrum

Crowdfunding funerals is a troubling trend, but with Brokers Alliance Final Expense, you can make sure clients are prepared to lay their loved one to rest without needing to take up a collection first.
When you search “funeral” on GoFundMe, it yields over 500,000 current campaigns. That is over half a million families taking to the internet and calling upon the kindness of strang… https://brokersalliance.com/about-brokers-alliance/news/2017/05/crowdfunding-conundrum/

The January 2017 Life Insurance Update Show

Are you an independent insurance agent striving to hit the ground running and set yourself up for your most successful year yet? In our January 2017 Life Insurance Update Show, we explore three opportunities that can impress your clients and benefit your …
Are you an independent insurance agent striving to hit the ground running and set yourself up for your most successful year yet? At Brokers Alliance, we want to help you meet your … https://brokersalliance.com/about-brokers-alliance/news/2017/01/january-2017-life-insurance-update-show/