At Brokers Alliance®, we understand the importance of having access to Advanced Planning Concepts as well as experts to assist independent insurance agents during the process. Whether you are working with Business Owners or individual Estate and Retirement plans, you will have access to the latest in life insurance marketing, presenting, and point of sale expertise.

Advanced Planning Concepts using Life Insurance:

• 

  Premium Finance

• 162 Bonus

• Estate Tax Planning

BA Advanced Business Owner Concepts:

• Permanent Benefit Section 79 Plan

• The Cash Balance Plan

• The Benefit Focus Plan

• Captive Insurance

Charitable Concepts:

• The Charitable Lead Trust

• The Charitable Remainder Trust