LIFE AND ANNUITY IMO FOR MONTANA AGENTS

Carrier access and case support for Montana producers

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 write in Montana, we give you carrier access, case-design and underwriting support, and the agent technology to grow your book.

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01 · THE MONTANA MARKET

Selling life and annuities in Montana

To write business in Montana you need an active producer license issued by the Montana Commissioner of Securities and Insurance. Once you are licensed, Brokers Alliance gets you appointed with the carriers that write in Montana and matches you to the products that fit your clients.

Adopted the NAIC best-interest annuity standard Rural market reliant on carriers with strong e-app and tele-underwriting Active license required from the Montana Commissioner of Securities and Insurance

02 · WHAT YOU GET

What Brokers Alliance gives Montana agents

One relationship covers contracting, case work, and the technology to run your pipeline.

CA Carrier access

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

CD Case design and advocacy

Case design and underwriting advocacy so more of your Montana business gets placed.

MC myAdvisorCloud platform

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

BO Back office since 1982

A back office that has handled carrier appointments since 1982. No fees to you.

03 · GETTING STARTED

How to get started in Montana

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

01 Confirm your license

Confirm your active Montana producer license with the Montana Commissioner of Securities and Insurance.

02 Start contracting

Start your contracting with Brokers Alliance.

03 We submit and track

We submit and track your carrier appointments.

04 Begin writing

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

04 · FREQUENTLY ASKED

Montana contracting questions

The answers agents ask most before they get appointed.

Do I need a Montana insurance license to contract?

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

Which carriers can I write in Montana?

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

Is there an annuity training requirement?

Most states, including Montana, 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 Montana Commissioner of Securities and Insurance, and we will tell you what each carrier expects.

Does it cost anything to contract?

No. Contracting and our agent support are free to you. We are paid by the carriers.

Ready to grow your Montana practice?

Get contracted with the carriers that write in Montana, and get the case support and technology to place more business. Call (866) 872-9394 or reach out below.

Get contracted