WASHINGTON

Life and annuity contracting for Washington 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 produce in Washington, we give you carrier access, case-design and underwriting support, and the technology to grow your book.

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01 · THE MARKET

Selling life and annuities in Washington

Washington is a growing, affluent West Coast market with strong interest in accumulation life. To write business here you need an active producer license issued by the Washington Office of the Insurance Commissioner. Once you are licensed, Brokers Alliance gets you appointed with the carriers that write in Washington and matches you to the products that fit your clients.

Adopted the NAIC best-interest annuity standard Growing, affluent West Coast market Strong accumulation-life interest Licensed through the Washington Office of the Insurance Commissioner

02 · WHAT YOU GET

What Brokers Alliance gives Washington agents

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

CA Carrier access

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

UW Case design and underwriting

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

MC myAdvisorCloud platform

The myAdvisorCloud agent platform: 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 · GET STARTED

How to get started in Washington

Four steps from license to writing business.

01 Confirm your license

Confirm your active Washington producer license with the Washington Office of the Insurance Commissioner.

02 Start contracting

Start your contracting with Brokers Alliance.

03 We handle appointments

We submit and track your carrier appointments.

04 Begin writing business

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

04 · QUESTIONS

Frequently asked questions

The essentials on licensing, carriers, and cost in Washington.

Do I need a Washington insurance license to contract?

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

Which carriers can I write in Washington?

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

Is there an annuity training requirement in Washington?

Most states, including Washington, 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 Washington Office of the Insurance Commissioner, 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.

Ready to write Washington business?

Get contracted with the carriers that write in Washington, through one relationship, with full back-office support and no fees to you. Call (866) 872-9394 or start today.

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