About Brokers Alliance®

partner.gifHelping You Succeed with the 21st Century Client

Whether the primary focus of your practice is life insurance, annuities, or senior health solutions, the 21st Century independent professional must prosper in an environment driven by intense competition for increasingly-demanding clients. The 21st Century Client has many options for insurance and retirement solutions, ranging from resource-rich national firms to online platforms. They are seeking solutions that make sense in an unstable and uncertain economic environment; thus they are nervous and demanding. The 21st Century Client takes very little at face value – they want facts and figures that support your solution proposals, and they will research what you tell them (and research you as well). Brokers Alliance® understands todays’ environment. Many of our direct-support staff - and our Principals - are experienced in working with 21st Century Clients themselves. We focus our direct support
systems upon three pillars:

1. Technology to Create Personalized Client Tools

Clients expect the sales and solution process to reflect their personal situation, and the 21st Century Professional expects sales tools that reflect their business image; Brokers Alliance is a leader in both. As examples, our proprietary, industry-leading IFL Income for Life platform provides a personalized, interactive client experience for understand the value of Indexed Universal Life Insurance and tax-free retirement income that is specific to the clients’ assets and situation. Our unique Income Architect retirement income forecasting system shows the client their detailed, specific retirement income needs and “income gaps” to determine their need for guaranteed income streams   generated by annuities. Our (NAME) online platform provides insurance professionals with on-demand access to a variety of point-of- sale video and calculator tools to foster the sales process. All of our sales support programs feature materials customized to the individual insurance professional.

In addition to the use of cutting-edge technology, Brokers Alliance is a leader in providing customized support using tried and true “old school” techniques, because the more things change, the more they stay the same. We work individually with insurance professionals to develop customized consumer workshops, animated laptop presentations, and marketing materials that reflect the producer and their practice

2. Training and Current Information

In today's competitive environment, you best know what you’re talking about when dealing with the 21st Century Client. This begins with solid and detailed knowledge of the benefits provided by life insurance and annuities, how the these financial tools work, and how to suitably deploy them for the benefit of the client. Brokers Alliance is a leader in providing both basic and advanced technical training for the insurance tools used to create protection and retirement solutions. We provide this training using on- demand video, webinars, group meetings, and in one-to-one, individualized sessions with our product experts, many of whom are experienced in the design of insurance products. A hallmark of our insurance product training is that the insurance professional is armed to correctly and accurately present the benefits of often seemingly complex financial tools to the client.

Product training and knowledge is critically important, but product knowledge rarely makes the sale; todays’ insurance professional must be able to knowledgeably discuss with the 21st   Client why the client should consider the proposed solution instead of pursuing an alternative option for their money. This requires a broad understanding of the clients’ other financial options and up-to-date information about what is happening in the financial markets and economy. Brokers Alliance is a leader in providing professionals with this knowledge, and we do so through:

  • Individual and detailed case consultation with our experienced support staff, who help the insurance professional fully understand the potential vulnerabilities of their present situation, how the proposed solution will improve their situation, and how to craft the sales explanation to the client in a manner that is accurate, yet understandable. In many cases, this is supported by a completely unique and customized written and illustrated sales presentation.
  • Our daily and weekly summaries of key financial market information. Our Daily Market Indexes and Key Interest Rates Summary provides the daily gain/loss, Calendar Year-to-Date performance, and Rolling One-Year performance of the broad stock market indexes. Every week, our Saturday Summary: A Weekly Summary of Market & Economic News for Annuity and Life Professionals provides you commentary and interpretation - from the standpoint of life and annuity solutions - of the weeks’ activity affecting financial markets, and articles selected from the financial press to share with your clients. The Saturday Summary is delivered via email and includes a video summary as well.
  • Sales concepts and Whitepapers delivered via video and articles posted on our website and other industry-leading professional education websites. Our experienced sales support professionals in both the life insurance and annuity disciplines are often called-upon by other industry sources to share their expertise.

3. Top-Tier Competitive Insurance Products

Brokers Alliance provides the 21st Century Insurance Professional the ability to offer their clients solutions from the best carriers and products available in the independent insurance arena. As a truly independent firm with no insurance carrier ownership, we are not limited in our carrier offerings and have no entanglements that bias our product recommendations. Whether your client needs a solution using   term or permanent life insurance, guaranteed annuities, medicare supplement policies, or disability, we can match the right carrier to the need.

At Brokers Alliance, we are confident that when you compare the quality of how our 50+ employees help you succeed with the 21st Century Client in todays’ competitive environment, that you will agree that Brokers Alliance is the right partner to help you attract and implement solutions for your 21st Century client today, and grow and sustain your practice for tomorrow.

Making a Difference in Our Community

Brokers Alliance® believes that community involvement by the business community is a cornerstone of a healthy society. The firm is supports a variety of local and national charitable organizations, and is a major presence in the Fountain Hills, AZ, community, providing sponsorship and leadership for local youth and adult sports, the Chamber of Commerce, and the Fountain Hills Business Alliance. One of Brokers Alliance®’ most visible community contributions is the Emerson Art Gallery, a non-profit gallery inside the Brokers Alliance® building providing a free venue for local artists in the Fountain Hills and Scottsdale areas to display and sell their work.


The Marketing & Case Design Team: Brokers Alliance® originally began as a media resource for independent agents providing knowledge about the industry through publication of magazines and marketing pieces. This experience has led us to evolve into a brokerage able to customize and develop marketing ads and insurance concepts for our producers.

Agents and Advisors have access to:

  • A dedicated team of experts for Life, Annuity, LTC, and more.
  • Online tools for Running Quotes and Illustrations
  • Tools to access specific Carrier and Product details
  • Advanced Case support for large policies, detailed planning, and Advanced Concepts such as Premium Finance.
  • Access to Underwriters & Digital Underwriting tools
  • Direct Access to Carrier support teams and marketing staff

The Case Management Team: From our case management staff, to the online case support tools, agents can rest assured that they will be provided the most up to date status on pending cases and new business. Brokers Alliance® is dedicated to make sure your cases are paid and move through the appropriate channels with ease. This not only helps achieve top conversion, but also allows our producers to grow their business more rapidly.

Case Management includes:

  • Online Case Status in real-time feeds from the Insurance Carriers
  • Automated Email Status updates
  • Case Manager support on Life Insurance, Annuity, Long Term Care, and Disability Insurance
  • Direct Access to Carrier contacts for direct updates
  • Digital and Tele-Application solutions for ease of business

The Licensing & Commission Team: Let’s face it, there is a lot of paperwork and follow-up required to keep agent licensing and appointments organized and processed in a timely manner. Our experienced dedicated licensing and commission managers are prepared to help with carrier appointments and commissions.

  • Dedicated licensing support for Carrier Appointments
  • Status and follow up for Licensing requirements
  • Status and follow up for commissions, overrides, and bonuses

We understand that there are many marketing companies and brokerages to work with, and you should know that there is only one truly dedicated to the advancement of your practice, and that is Brokers Alliance®.