Brokers AllianceThe Retirement ACE™
Everything we have learned about retirement income planning, put into one online, animated, collaborative experience for you and your clients.
Built for licensed insurance agents. Not a consumer offer. Talk to Brokers Alliance to get access.
One of the most important decisions clients will make in their lifetime is how to plan for retirement. The Retirement ACE™ is here to help. This unique program explores how alternative solutions can supplement a retirement portfolio by providing protection from market downturns, income that lasts a lifetime, valuable tax benefits, and relief from excessive fees.
Other retirement planning tools are limited to illustrating only one retirement option with a one-size-fits-all comparison. The Retirement ACE™ lets you compare multiple options, customized with your clients' numbers, in an interactive and collaborative environment. It also includes exclusive access to Retirement Planning Support for permanent life insurance.
Here is what you get with The Retirement ACE™
An animated, collaborative presentation experience, backed by training and a dedicated support team.
State-of-the-art presentation with built-in financial calculators
- S&P 500 Index Performance Calculator
- Account Values Comparison
- Income Comparison
- Tax Comparison
- Fees Analysis
Training that makes you the expert
- Access to educational videos and presentations on Indexed Universal Life
- Ongoing training on how to use your Retirement ACE™ calculators
- Tools to become an expert in how IULs work, how to illustrate them, and how to present them properly to your clients
A dedicated support team behind every case
- Illustration and marketing support
- Access to an experienced team with years of product expertise
- Dedicated case management to ensure seamless application and underwriting processing
Call now to access our software, training and support for free
1 (800) 290-7226 Extension 161Bring The Retirement ACE™ to your practice
Get contracted with Brokers Alliance and put a better retirement income conversation in front of every client.
Get Contracted