LIFE AND ANNUITY IMO ... VERMONT

Get contracted to sell life and annuities in Vermont

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 Vermont 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 VERMONT MARKET

Selling life and annuities in Vermont

Vermont adopted the NAIC best-interest annuity standard. It is a small market with a captive-insurance domicile and sophisticated planning. To write business here you need an active producer license issued by the Vermont Department of Financial Regulation. Once you are licensed, Brokers Alliance gets you appointed with the carriers that write in Vermont and matches you to the products that fit your clients.

NAIC best-interest annuity standard adopted Captive-insurance domicile Licensed by the Vermont Department of Financial Regulation Independently owned since 1982

02 · WHAT YOU GET

What Brokers Alliance gives Vermont agents

One relationship for carrier access, real case support, and the technology to run your pipeline.

CA Carrier access

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

CD Case design and underwriting advocacy

We advocate for your cases so more of your Vermont business gets placed.

MA The myAdvisorCloud platform

e-App, illustrations, and pipeline tracking in one agent platform.

BO A back office since 1982

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

03 · GETTING STARTED

How to get started in Vermont

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

01 Confirm your license

Confirm your active Vermont producer license with the Vermont Department of Financial Regulation.

02 Start your 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 Vermont business with full back-office support.

04 · FAQ

Frequently asked questions

The questions Vermont producers ask before they contract.

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

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

Which carriers can I write in Vermont?

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

Is there an annuity training requirement in Vermont?

Most states, including Vermont, 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 Vermont Department 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 Vermont practice?

Get contracted through Brokers Alliance and start writing Vermont business with full back-office support. Call (866) 872-9394 or reach the team.

Get contracted