ADVANCED PLANNING

Estate Tax Planning, made simple

Access to attorneys, estate planning specialists, tax planners, and top life insurance carriers... so you can evaluate the need and build the plan that fits your client.

Get contracted Talk to the team

01 · WHY IT MATTERS

A revolving door that evolves

Estate planning changes as the legislation changes. Estate Tax Planning is an advanced concept, and there are several ways to fund an estate plan... each complicated in its own right. The right partner keeps you current and keeps the plan clear for the client.

Evolves with the legislation Several ways to fund a plan Advanced concept, made clear Independently owned since 1982

02 · THE PARTNERSHIP

Experts in your corner

Independent agents do their best work with specialists on call. Brokers Alliance connects you to the people and the carriers who make advanced planning work, so you never carry a complex case alone.

AT Attorneys

Legal counsel for the structure behind the plan.

EP Estate planning specialists

Guidance on the concept that is right for your client.

TP Tax planners

Connections that keep the tax side of the plan sound.

LC Top life insurance carriers

Access to evaluate the need and fund the plan.

03 · TOOLS & TRAINING

Training, tools, and presentations

Client presentations are a key component of any advanced concept. Brokers Alliance provides the life insurance training, the tools, and the presentation materials that leave your clients fully educated on the estate tax planning concept that is right for them.

MC myAdvisor Cloud

Customized sales tools, resources, and a sales dashboard in one convenient place.

IU IUL selling tools

Quote and begin the sale of indexed universal life from a single place.

PM Presentation materials

Demonstrate the added value of permanent life insurance to your client.

Ready to build estate plans that hold up?

Get contracted with Brokers Alliance and put experts, carriers, training, and tools behind every advanced case. Call (866) 872-9394.

Get contracted