LIFE & ANNUITY IMO · OREGON

Get contracted and grow your book across Oregon

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 produce in Oregon, we give you carrier access, case-design and underwriting support, and the technology to grow.

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01 · THE MARKET

Selling life and annuities in Oregon

Oregon has adopted the NAIC best-interest annuity standard, and demand for accumulation-IUL and FIA continues in a growing West Coast market. To write business here you need an active producer license issued by the Oregon Division of Financial Regulation. Once you are licensed, Brokers Alliance gets you appointed with the carriers that write in Oregon and matches you to the products that fit your clients.

NAIC best-interest annuity standard adopted Accumulation-IUL and FIA demand Growing West Coast market Licensed since 1982

02 · WHAT YOU GET

What Brokers Alliance gives Oregon agents

One relationship, full carrier access, and a back office that has handled appointments since 1982.

CA Carrier access

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

UW Case design and underwriting

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

MC myAdvisorCloud platform

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

BO Back office since 1982

A team that has handled carrier appointments for decades. No fees to you ... we are paid by the carriers.

03 · GETTING STARTED

How to get started in Oregon

Four steps from license to writing business, with support the whole way.

01 Confirm your license

Confirm your active Oregon producer license with the Oregon Division of Financial Regulation.

02 Start contracting

Start your contracting with Brokers Alliance.

03 We handle appointments

We submit and track your carrier appointments.

04 Begin writing

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

04 · FAQ

Frequently asked questions

The details Oregon producers ask about most.

Do I need an Oregon insurance license to contract?

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

Which carriers can I write in Oregon?

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

Is there an annuity training requirement in Oregon?

Most states, including Oregon, 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 Oregon Division of Financial Regulation, 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 Oregon practice?

Get contracted through Brokers Alliance and start writing in Oregon with full back-office support. Independently owned since 1982, based in Fountain Hills, Arizona. Call (866) 872-9394.

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