Brokers AllianceRetirement income cases designed with you, not handed back to you.
Custom case design for income, wealth transfer and complex structuring, with 73+ carrier relationships behind it, comp grids shown before you contract, and a case team that stays with the case.
- 1982Family owned, led by David Racich since 2009
- 73+Carrier relationships across life and annuities
- 5 yrsTop Workplaces in Arizona, 2021 through 2025
Prefer to talk now? Call (480) 660-4488.
Four things, in writing, before you sign anything
No ranking between them. Use what is useful and ignore the rest.
Comp Transparency
See your full comp grid side by side before you ever write a case. MyAdvisorGrids puts carrier compensation next to carrier compensation, built in house for exactly this question. Compensation comes from standard carrier commissions and overrides, and there is no fee to contract.
Case Support
A dedicated case manager on every submission, who tells you where things stand. Case status, requirements and appointment progress are tracked digitally and reviewed daily by a dedicated case-management team. Carrier appointments are processed in house. How we run it is written down at service standards.
Case Design
Retirement income, wealth transfer and complex structuring get direct access to real help: custom case design on the case in front of you, RetirementBrain for the income conversation, and 73+ carrier relationships so the product fits the client rather than the other way around.
Team Building
Support to build past what one producer can write alone: contract structure for an agency or hierarchy, the in-house technology behind it, and a white-label version of the suite under your own brand. Your hierarchy stays yours, and Brokers Alliance does not contact your agents.
Short answers
Can I keep my current annuity relationships and add Brokers Alliance?
Yes. We walk through how that typically works, carrier by carrier, and put the answer in writing. If you later decide to move business, how releases work is written down too.
What does it cost to work with you?
Nothing. No contracting fee, no platform fee, no monthly cost. Compensation comes from standard carrier commissions and overrides, and MyAdvisorCloud is provided to contracted producers at no monthly charge.
What carriers do you have access to?
73+ carrier relationships, including Mutual of Omaha, Prudential, John Hancock, Nationwide, Pacific Life, Lincoln Financial, Transamerica, Athene, Allianz Life, and MassMutual, among others. The full list is in the carrier directory.
Do you support complex retirement income and wealth transfer cases specifically?
Yes. That is a core part of our case design support. The case design team works the case with you, and RetirementBrain, built in house for retirement income planning, sits behind it.
I am not licensed yet. Can I still talk to you?
Yes. We point you toward what you need to get licensed and stay in touch. Start with the exam study guide, and choose No, in process on the form so the follow-up fits where you are.
Ready to see how the case desk works?
Brokers Alliance is a second-generation, family owned life and annuity IMO, FMO and BGA, founded in 1982 in Fountain Hills, Arizona. No contracting fee, no platform fee, no monthly cost.
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