TEXAS LIFE AND ANNUITY IMO

Get contracted to write life and annuity in Texas

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

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01 · THE TEXAS MARKET

Selling life and annuity in Texas

Texas is a deep market for producers. Know the landscape and the standard before you write.

Second-largest life and annuity market in the country Very high term, IUL, and FIA volume Adopted the NAIC best-interest annuity standard Requires an active license from the Texas Department of Insurance

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

02 · WHAT WE GIVE YOU

What Brokers Alliance gives Texas agents

One relationship, full back-office support, and no fees to you.

CA Carrier contracting

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

CD Case design and underwriting advocacy

Support so more of your Texas business gets placed, with our team advocating on your cases.

AC myAdvisorCloud platform

The agent technology for e-application, illustrations, and pipeline tracking in one place.

BO Back office since 1982

A back office that has handled carrier appointments since 1982, with no fees to you. We are paid by the carriers.

03 · GET STARTED

How to get started in Texas

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

01 Confirm your license

Confirm your active Texas producer license with the Texas Department of 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 Texas business with full back-office support.

04 · FREQUENTLY ASKED

Texas questions

The things Texas producers ask us most before they contract.

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

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

Which carriers can I write in Texas?

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

Is there an annuity training requirement in Texas?

Most states, including Texas, 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 Texas Department of 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 Texas practice?

Get contracted through Brokers Alliance and start writing in Texas. No fees, full back-office support, and a team that has handled carrier appointments since 1982. Call (866) 872-9394 or get contracted online.

Get contracted