ADVANCED PLANNING

Advanced planning concepts with expert support

Access the latest advanced planning concepts and the experts who guide you through them, from the first client conversation to the point of sale.

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01 · WHY IT MATTERS

Sophisticated cases, handled with you

At Brokers Alliance we understand the importance of having access to advanced planning concepts, along with the experts who assist independent insurance agents through the process. Whether you are working with business owners or individual estate and retirement plans, you have access to the latest in life insurance marketing, presenting, and point of sale expertise.

Independently owned since 1982 Fountain Hills, Arizona Agents, agencies, IMOs, FMOs, and BGAs Marketing, presenting, and point of sale support

02 · LIFE INSURANCE CONCEPTS

Advanced planning using life insurance

Concepts that put permanent life insurance to work inside a larger plan.

PF Premium Finance

Fund permanent life insurance premiums through third-party lending so the client keeps capital in play.

162 162 Bonus

An executive benefit that lets an employer bonus premium dollars into a policy the employee owns.

ET Estate Tax Planning

Use life insurance to create liquidity and help preserve wealth as it passes to the next generation.

03 · BUSINESS OWNER CONCEPTS

BA advanced business owner concepts

Structures built for owners who want to reward key people, protect the business, and plan for the future.

79 Permanent Benefit Section 79 Plan

A group plan design that lets a business provide permanent benefits to selected employees.

CB The Cash Balance Plan

A defined benefit design that helps owners accelerate retirement funding for themselves and their team.

BF The Benefit Focus Plan

A benefit-centered structure for rewarding and retaining the people who drive the business.

CI Captive Insurance

A privately held insurance company that lets a business finance and manage its own risk.

04 · CHARITABLE CONCEPTS

Charitable planning concepts

Trust structures that let a client give to the causes they care about while planning around income and estate goals.

CL The Charitable Lead Trust

A trust that directs income to a charity for a set term, then passes what remains to the client's heirs.

CR The Charitable Remainder Trust

A trust that pays income to the client for a term, then leaves the remainder to a chosen charity.

05 · TOOLS

Free tech tools at your fingertips

Selling IUL, or want to start? Quote and begin the sale in one convenient place, and demonstrate the added value of permanent life insurance with a client presentation built for the conversation.

MA myAdvisor Cloud

Customized sales tools, resources, and a sales dashboard from Brokers Alliance, ready when you are.

IUL IUL quoting and presentation

One of the most powerful selling tools in the business. Quote and present the case in a single place.

Ready to bring advanced planning to your next case?

Get contracted with Brokers Alliance, or call the team at (866) 872-9394.

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