Two Paths to Success in Selling Life Insurance
At Assurance Ally, we offer two flexible ways to help you grow your business and enhance your client offerings.
Option 1: Sell Life Insurance with Assurance Ally’s Personalized Support
For advisors and agents who prefer to lead the client conversations and stay hands-on in the sales process.
- Extensive Carrier Network: Access products from over 65 top carriers, allowing you to tailor life insurance solutions to meet client needs.
- Intelligent Quoting & Illustration Tools: Save time with Ensight™ Intelligent Quote and InsMark, enabling you to prepare cases quickly and deliver engaging, easy-to-understand presentations.
- In-House Underwriting Expertise: Our underwriting team, with over 30 years of experience, ensures you achieve optimal health ratings for your clients, leading to faster approvals and satisfied clients.
Best for: Advisors who want to remain hands-on in guiding your clients while gaining the administrative and strategic support of a boutique IMO.
Option 2: Leverage an Assurance Ally Advisor to Handle the Selling for You
For advisors who want to offer life insurance by having a specialist deliver the case with all associated work for you or offering full back-office support so you are equipped to deliver the case without the back-office work. You choose your level of involvement:
- Track A: Client-Facing - We handle all product conversations and selling directly with your client.
- Saves time and effort—no need to learn the product.
- Benefit from high close rates and increased commissions.
- Track B: Non Client-Facing - You stay in front of the client; we support you behind the scenes.
- You maintain full control of communication.
- We deliver case strategy, illustrations, underwriting and all back-office paperwork.
Best for: Advisors who want to expand their offering without a steep learning curve—whether staying client-facing or letting our experts lead.
Why Choose Assurance Ally for Selling Life Insurance?
With Assurance Ally, you gain access to cutting-edge case design strategies and the ability to create highly sophisticated insurance solutions that are customized to meet your clients' complex needs. This ensures you're offering the best possible options, backed by expert analysis and tailored planning.
Extensive Carrier Network
With over 65 carriers, we offer a broad spectrum of life insurance solutions, enabling you to meet diverse client needs effectively.
In-House Underwriting Expertise
Over 30 years of experience, assists in securing optimal health ratings for your clients, expediting the underwriting process, and enhancing client satisfaction.
VFO Collaboration
We facilitate seamless collaboration within a Virtual Family Office setting, promoting holistic client solutions alongside CPAs and other professionals.
Personalized Support
Our boutique IMO emphasizes 1:1 relationship support, ensuring you receive dedicated assistance tailored to your clients’ unique requirements.
Intelligent Quoting & Illustrations
Utilize Ensight™ Intelligent Quote to streamline the illustration process, swiftly identifying the best carriers based on specific criteria. This tool can reduce your case preparation time by up to 45%.
Join Assurance Ally: Elevate Your Life Insurance Sales
Assurance Ally is committed to putting your clients first by offering a carrier-agnostic, client-centric approach. This allows us to consistently recommend the best possible solutions for each client, ensuring their unique needs are met with the most suitable products, every time.
