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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/

Watch the Full Virtual Sales Series!

Use these webinars to see how easy it is to transition from face-to-face sales to a new, digital sales environment.
Whether you're new to the business or seeking to learn more about a certain product type, our live webinars and recorded videos will make sure you are always on top of the latest … https://brokersalliance.com/about-brokers-alliance/news/2020/04/watch-full-virtual-sales-series/

The BRAND NEW E-Resource Guide

Introducing the Brokers Alliance E-Resource Guide!
With the market pivoting to virtual sales, we want our agents to have an easy way to see the e-resources offered by our partnering carriers. Introducing the Brokers Alliance E-Reso… https://brokersalliance.com/about-brokers-alliance/news/2020/04/brand-new-e-resource-guide/

Virtual Sales Resources You Can Implement RIGHT NOW!

"Social Distancing" doesn't mean that you have to lose touch with your valued clients and prospects. There are a number of freely available tools and resources to help you stay connected.
"Social Distancing" doesn't mean that you have to lose touch with your valued clients and prospects. There are a number of freely available tools and resources to help you stay con… https://brokersalliance.com/about-brokers-alliance/news/2020/03/virtual-sales-resources-you-can-implement-right-now/

Life Insurance Sales Toolkit

Our variety of Life Insurance calculators will assist independent insurance agents in the process of determining the Life Insurance needs of their potential client.
Our variety of Life Insurance calculators will assist independent insurance agents in the process of determining the Life Insurance needs of their potential client. Access each too… https://brokersalliance.com/about-brokers-alliance/news/2020/03/life-insurance-sales-toolkit/

The 7 Sins of Insurance Sales

Here are seven ways you might be sabotaging your client meetings.
1. Not Preparing - Before entering into any consumer meeting, you should prepare. You can proactively run quotes a couple days before, organize your handouts, or even practice you… https://brokersalliance.com/about-brokers-alliance/news/2020/01/7-sins-insurance-sales/

Life Insurance to Save for College Tuition

Unless your clients started saving years ago, odds are that they need a savings plan right now to afford the costs of sending children to college. As a financial advisor, you can step in with a unique, but effective solution: permanent life insurance.
The cost of a good college education has grown to staggering heights these days. The College Board sites that the average tuition and fees at public colleges are $9,970 for state r… https://brokersalliance.com/about-brokers-alliance/news/2019/09/life-insurance-save-college-tuition/

Help Clients Spring Clean Their Finances

This time of year, your clients are probably on a spring cleaning kick. They’re in the mood to refresh their homes, their cars, their workspaces...but what about their finances? That’s where you can step in and help them spruce up their current financial …
This time of year, your clients are probably on a spring cleaning kick. They’re in the mood to refresh their homes, their cars, their workspaces...but what about their finances? Th… https://brokersalliance.com/about-brokers-alliance/news/2019/05/help-clients-spring-clean-their-finances/

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/

Simplify Concepts With Consumer Presentations

Permanent life insurance, annuities, long term care, and social security can all seem complicated and overwhelming to new prospects shopping for coverage. That’s why we provide consumer presentations that help to simplify these concepts and allow your pro…
Permanent life insurance, annuities, long term care, and social security can all seem complicated and overwhelming to new prospects shopping for coverage. That’s why we provide con… https://brokersalliance.com/about-brokers-alliance/news/2019/04/simplify-concepts-consumer-presentations/

Real Lives, Real Stories: Let The Narrative Speak for Itself

Not too long ago, one of our producers shared a powerful, true story to his Facebook page. It made a huge impact with his audience; he ended up having multiple contacts call him asking to discuss life insurance. He was kind enough to share the story with …
Not too long ago, one of our producers shared a powerful, true story to his Facebook page. It made a huge impact with his audience; he ended up having multiple contacts call him as… https://brokersalliance.com/about-brokers-alliance/news/2019/03/real-lives-real-stories-let-narrative-speak-itself/

Prospecting 101 Video Series: Connecting with Clients

You're ready to get your name out there and build up your practice! But where do you start? How do you connect with the people that could benefit from your services?
Now that you've studied, passed your Life Insurance exam, and reviewed all there is to know about Life Insurance, you're ready to get your name out there and build up your practice… https://brokersalliance.com/about-brokers-alliance/news/2019/03/prospecting-101-video-series-connecting-clients/

Solve The Owner’s Problems Training Series

The S.T.O.P. selling system is all about asking the right questions, discovering the problems that need to be solved, and presenting the possible advantages life insurance can offer.
Many business owners are unaware of how useful life insurance can be in addressing some very important issues. The S.T.O.P. selling system is all about asking the right questions, … https://brokersalliance.com/about-brokers-alliance/news/2019/02/solve-owners-problems-training-series/

Estate Equalization Solutions

Does your client's estate plan include distribution of their business? Issues can arise when a business owner has multiple heirs but not all of them are involved in the business.
Many business owners are unaware of how useful life insurance can be in addressing some very important issues. The S.T.O.P. selling system is all about asking the right questions, … https://brokersalliance.com/about-brokers-alliance/news/2019/02/estate-equalization-solutions/

Buy-Sell Cross-Purchase and Entity Purchase Solutions

Does your client have a properly drafted buy-sell agreement to provide for the future of their business? A Buy-Sell Agreement can keep clients' dreams alive by providing for the transfer of the ownership of their business to the successor they've selecte…
Many business owners are unaware of how useful life insurance can be in addressing some very important issues. The S.T.O.P. selling system is all about asking the right questions, … https://brokersalliance.com/about-brokers-alliance/news/2019/02/buy-sell-cross-purchase-and-entity-purchase-solutions/

Advanced Markets: Premium Finance Opportunities

Help your affluent clients increase their internal rate of return while securing the insurance they need with Premium Financing!
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/2019/01/advanced-markets-premium-finance-opportunities/

Get Ahead of the 2019 Industry Trends

The end of the year brings about amazing market research on where the industry is headed into the new year. Here are some recent findings from Deloitte’s annual Insurance Industry Outlook for 2019.
The end of the year brings about amazing market research on where the industry is headed into the new year. Here are some recent findings from Deloitte’s annual Insurance Industry… https://brokersalliance.com/about-brokers-alliance/news/2019/01/get-ahead-2019-industry-trends/

Holiday Earning Opportunities

We are still offering a wide variety of holiday earning opportunities that you can take advantage of until the end of December 2018!
We are still offering a wide variety of holiday earning opportunities that you can take advantage of until the end of December 2018! The best carriers and products for your clients… https://brokersalliance.com/about-brokers-alliance/news/2018/12/holiday-earning-opportunities/

Let’s Talk Turkey About Life Insurance

Do your prospects know that a 20 Year term policy could cost less than a 10-person Thanksgiving meal?
Americans spend a surprising amount of money during the holidays. But, do your prospects know that a 20 Year term policy could cost less than a 10-person Thanksgiving meal? Share t… https://brokersalliance.com/about-brokers-alliance/news/2018/11/lets-talk-turkey-about-life-insurance/

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/

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