Annuities can be one of the most profitable - and client-beneficial - products in your portfolio. But selling annuities successfully requires more than a license. You need the right carriers, the right tools, and a support system that helps you close complex cases with confidence.
At Brokers Alliance, we help insurance agents sell annuities more effectively by offering top-tier products, high commissions, personalized case design, and marketing support. Whether you're new to annuities or scaling your production, here’s how to use Brokers Alliance to sell more annuities in 2025.
Step 1: Understand What Annuities You Can Sell
As a licensed agent, you have access to several types of annuities:
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Fixed Annuities - Safe, predictable growth
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Fixed Indexed Annuities (FIAs) - Growth tied to index performance with downside protection
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Multi-Year Guaranteed Annuities (MYGAs) - Like a CD, but with tax deferral
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Single Premium Immediate Annuities (SPIAs) - Guaranteed income starting immediately
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Registered Index-Linked Annuities (RILAs) - Higher potential growth with structured downside
Brokers Alliance helps you identify the right product fit for your clients' needs - whether it’s income, legacy planning, or accumulation.
Step 2: Get Contracted with Top Annuity Carriers
To sell annuities, you must be appointed with insurance carriers that offer competitive annuity products.
At Brokers Alliance, we provide direct access to the top annuity carriers, including:
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Athene
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Allianz
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American Equity
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F&G
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Nationwide
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North American
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Protective
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AIG, and many more
We help you get appointed fast - often within 48 - 72 hours - with no hidden production requirements or unnecessary hurdles.
Step 3: Use Custom Case Design to Build Winning Proposals
Selling annuities often requires a detailed comparison of products, riders, and income options. That’s where our in-house annuity case design team comes in.
We help you:
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Compare rates, surrender schedules, and bonus structures
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Illustrate income riders and legacy benefits
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Position annuities in retirement income strategies
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Structure laddering strategies for RMD or estate planning needs
With expert case design, you can confidently present solutions that resonate with your clients and close more complex sales.
Step 4: Maximize Commissions with Competitive Payouts
Brokers Alliance offers some of the highest annuity compensation in the industry - without sacrificing transparency or support. We help you:
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Access top commission grids from top carriers
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Understand split-comp arrangements for joint cases or agency structures
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Qualify for bonus programs and incentive trips
Whether you're writing $100,000 or $1M in premium, we ensure you're getting paid what you're worth.
Step 5: Generate Leads and Market Your Annuity Services
Selling annuities starts with finding the right prospects. Brokers Alliance supports your annuity marketing with:
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Pre-qualified annuity lead programs
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Custom landing pages and email campaigns
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Social media advertising templates
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Co-branded client brochures and presentations
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Educational content to build authority
We’ll help you attract high-net-worth clients, rollover opportunities, and retirement income prospects looking for safe, guaranteed solutions.
Step 6: Stay Compliant and Confident
Annuity sales involve suitability requirements, disclosure forms, and ever-changing regulations. Our team keeps you up to date on:
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NAIC best interest guidelines
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State-specific suitability standards
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Secure Act 2.0 and RMD changes
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1035 exchange rules and IRA rollover procedures
You can sell confidently knowing you're compliant, protected, and supported by experts.
Step 7: Close Sales Faster with Back-Office Support
Our dedicated annuity team handles the paperwork, carrier follow-up, and processing so you can focus on what you do best - selling.
We provide:
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Real-time case tracking
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Carrier communication and escalation
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Issue resolution support
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Fast commission payouts
Why Agents Choose Brokers Alliance for Annuity Sales
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Access to 50+ leading annuity carriers
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Competitive commission levels
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Expert case design support
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Marketing tools and lead programs
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Dedicated licensing and back-office team
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100% transparent, agent-first philosophy
If you want to grow your annuity business, partnering with the right FMO is key. At Brokers Alliance, we help insurance agents sell annuities smarter - with the tools, carriers, and compensation structure needed to succeed.
Ready to sell more annuities? Contact Brokers Alliance today to access high-comp annuity products, personalized case support, and everything you need to thrive as an annuity producer.