Brokers AllianceHow to sell annuities using Brokers Alliance
Annuities can be one of the most profitable and client-beneficial products in your portfolio. Selling them well takes more than a license. You need the right carriers, the right tools, and a support system that helps you close complex cases with confidence.
Everything you need to sell more annuities
By David Racich, Owner and CEO of Brokers Alliance. Updated July 2025. Whether you are new to annuities or scaling your production, this guide walks the four steps that turn appointments into placed business: knowing the products, getting contracted, designing the case, and getting paid competitively.
Understand what annuities you can sell
As a licensed agent you have access to several annuity types. Brokers Alliance helps you match the right product to each client, whether the need is income, legacy planning, or accumulation.
Get contracted with top annuity carriers
To sell annuities you must be appointed with carriers that offer competitive products. Brokers Alliance provides direct access to top annuity carriers, and gets you appointed fast, often within 48 to 72 hours, with no hidden production requirements and no unnecessary hurdles.
Use custom case design to build winning proposals
Selling annuities often takes a detailed comparison of products, riders, and income options. That is where our in-house annuity case design team comes in, so you can present solutions that resonate and close more complex sales.
Maximize commissions with competitive payouts
Brokers Alliance offers some of the highest annuity compensation in the industry without sacrificing transparency or support.
The sale is rarely about the product
I am David Racich, owner of Brokers Alliance. My father founded this firm in 1982, I acquired it in 2009, and the last fifteen years have gone into making independent agents more productive with technology most marketing organizations cannot build. Annuities are where that shows up most clearly. Commissions and carrier lineups are table stakes. What is hard to copy is the technology, and that is what separates a productive annuity agent from a stalled one.
Four categories, one problem each
You do not need to memorize every rider on every chassis. You need to know which category fits which client problem, then let the comparison work do the rest.
Shop the best available terms across carriers
The whole game with a MYGA is rate, and rate moves constantly across carriers. The same pressure runs up and down the shelf on crediting methods and income riders. The tools we build in-house take the busywork off your desk, so you can put the strongest available terms in front of the client and move the case faster than a marketing organization that only hands you a carrier list.
Guides for the chassis that carry the most volume
The depth of the work is why we built dedicated guides on the two categories that decide most annuity cases.
Ready to sell more annuities?
Get contracted with Brokers Alliance and put top carriers, in-house case design, and competitive payouts behind your next case. Call (866) 872-9394 or reach out and the team will get you appointed.
Get contracted