INSURANCE AGENTS

Resources, guides, and sales tools for independent agents

Everything you need to get licensed, sell more, and grow your book ... from an independent partner that has backed agents since 1982.

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01 · GETTING LICENSED & EXAM PREP

Start with your license

New to the business or preparing for the state exam? These step by step guides and study resources get you ready and independent.

IA How to Become an Independent Insurance Agent

A step by step path to going independent and building a book that is your own.

LL How to Become a Licensed Life Insurance Agent

The steps to get licensed and start writing life insurance.

ES Life Insurance Exam Study Guide

A complete study resource for the life insurance licensing exam.

HL Health and Life Insurance Study Guide

Your complete preparation resource for the combined health and life exam.

LH Life and Health Insurance Exam Study Guide

A full preparation resource for the life and health licensing exam.

CS Life Insurance Exam Cheat Sheet

Essential tips to walk into the exam ready to pass.

02 · SELLING & SALES TRAINING

Sell more, write more

Proven strategies and training built to lift your production across life and annuities.

SM How to Sell More Life Insurance

Ten proven strategies agents use to write more life insurance.

ST Life Insurance Sales Training

Training to sharpen your process from first conversation to close.

BT The Benefits of Sales Training from Brokers Alliance

What our life insurance sales training does for your production.

SA How to Sell Annuities Using Brokers Alliance

A complete guide for agents adding annuities to their business.

03 · FINAL EXPENSE

Build a final expense business

From lead generation to training, the resources to sell final expense with confidence.

FE Selling Final Expense Insurance

A complete guide for agents entering the final expense market.

FL Final Expense Lead Programs

How to generate high quality leads for your final expense business.

FT Final Expense Training

The training that turns final expense prospects into placed policies.

04 · ANNUITIES & RETIREMENT INCOME

Annuities and retirement income

Compensation, product education, and retirement income strategies to round out your practice.

AC Competitive Annuity Compensation

Why Brokers Alliance offers competitive annuity compensation for agents.

TS Tax Sheltered Annuity

A smart retirement strategy explained for you and your clients.

SP SPIA Immediate Annuity

A guaranteed income solution for clients entering retirement.

10 10 Best Annuities and Top 5 Annuity Companies

A yearly look at leading annuities and the companies behind them.

05 · WHY BROKERS ALLIANCE

An independent partner in your corner

Independently owned since 1982 Based in Fountain Hills, Arizona Built for agents, agencies, IMOs, FMOs, and BGAs Call us at (480) 210-7892

Ready to grow your business?

Get contracted with Brokers Alliance, or talk to our team about the tools and support behind every resource on this page.

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From the training library

The Brokers Alliance video library runs 583 sessions deep, produced in our own studio. Start with how underwriting really works.

Introduction to Life Insurance Underwriting

How field underwriting works and how to position a case before it hits the home office.