Agent Services

Marketing & Resources

  • Concept strategies
  • Advanced Sales Concepts
  • Business Insurance Concepts
  • User friendly web site packed with tools you can use
  • Online Drop Ticket Application Process
  • Accelerated Underwriting
  • Illustration support
  • Consumer ads and approach letters
  • Product and concept coaching
  • Webcast and Seminar Training
  • Carrier and industry updates
  • Product updates
  • Annuity Spreadsheets
  • Impaired risk underwriting
  • Sales ideas
  • Concept specific sales packages

Products & Concepts

  • Life Insurance Policy Review
  • Marketing and Resources
  • Business Insurance
  • Estate Planning
  • Living Benefits
  • Trust Owned Life Insurance
  • Conversions
  • Fixed and Indexed Universal Life
  • Term
  • ROP Term
  • Fixed, Indexed and Immediate Annuities
  • Long-Term- Care Insurance
  • Supplemental Retirement Plans
  • ROP Gifting Strategies
  • IRA Planning – Beyond the basics
  • Life Insurance as an Asset Class
  • CD Alternative
  • Disability Income

Underwriting Expertise

Your time is valuable, and we know there is nothing more frustrating than having your client agree to purchasing life insurance then being declined or rated. At BBA Life Brokerage we pride ourselves on having a great team that will work with you prior to submitting a case to obtain competitive preliminary underwriting offers with many life insurance carriers.  During the underwriting process a case is monitored to make sure it is going in the direction applied for.  When a case is approved other than applied for, we work to see if any other carrier can make your client a better offer. We want to see you
place your case and your client protecting their loved ones.