MASSACHUSETTS

Life and annuity contracting for Massachusetts agents

Brokers Alliance is a family-owned, independent insurance marketing organization that has helped life and annuity agents get contracted with top carriers since 1982. If you are a Massachusetts producer, we give you carrier access, case-design and underwriting support, and the agent technology to grow your book.

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01 · THE MARKET

Selling life and annuities in Massachusetts

Massachusetts has historically taken its own approach to annuity suitability and product approval, so expect stricter filing and disclosure norms. It is also a sophisticated estate-planning market. To write business here you need an active producer license issued by the Massachusetts Division of Insurance. Once you are licensed, we get you appointed with the carriers that write in Massachusetts and match you to the products that fit your clients.

Own approach to annuity suitability and product approval Stricter filing and disclosure norms Sophisticated estate-planning market Active license from the Massachusetts Division of Insurance

02 · WHAT YOU GET

What Brokers Alliance gives Massachusetts agents

One relationship, full carrier access, and the back office to place more of your business.

CA Carrier access

Contracting with dozens of life and annuity carriers that write in Massachusetts, through one relationship.

UW Case design and underwriting advocacy

Support on the front end so more of your Massachusetts business gets placed.

AC myAdvisorCloud platform

The agent platform for e-app, illustrations, and pipeline tracking.

BO Back office since 1982

A team that has handled carrier appointments since 1982, with no fees to you.

03 · GET STARTED

How to get started in Massachusetts

Four steps from license to writing business, with full back-office support the whole way.

01 Confirm your license

Confirm your active Massachusetts producer license with the Massachusetts Division of Insurance.

02 Start contracting

Start your contracting with Brokers Alliance.

03 We submit and track

We submit and track your carrier appointments for you.

04 Begin writing

You begin writing Massachusetts business with full back-office support.

04 · FAQ

Frequently asked questions

The common questions from Massachusetts producers before they contract.

Do I need a Massachusetts insurance license to contract through Brokers Alliance?

Yes. You need an active Massachusetts life license, and for annuities the appropriate line, issued by the Massachusetts Division of Insurance. If you are licensed in Massachusetts, we can get you appointed with carriers that write there. We can also help you add Massachusetts as a non-resident state.

Which carriers can I write in Massachusetts?

Carrier and product availability varies by state. Through Brokers Alliance you can get appointed with dozens of life and annuity carriers that write in Massachusetts. Our contracting team confirms which products are available to you before you write.

Is there an annuity training requirement in Massachusetts?

Most states, including Massachusetts, require a one-time annuity training course plus carrier product-specific training before you can sell annuities, under the NAIC suitability framework. Check current requirements with the Massachusetts Division of Insurance, and we will tell you what each carrier expects.

Does it cost anything to contract?

No. There are no fees to you. Brokers Alliance carries the back office that has handled carrier appointments since 1982.

Ready to write Massachusetts business?

Get contracted with the carriers that write in Massachusetts, or call (866) 872-9394 and talk to the team.

Get contracted