Annuity & Retirement Sales for Medicare Agents
Your Medicare clients are already asking about retirement income. Choose how you serve them: write annuities yourself through direct contracting with Brock Partners, or partner with our in-house advisors through Pillar.
Write It Yourself, or Partner With Our Advisors
Either way, you stay in the loop and the client relationship stays yours.
Write It Yourself
Get contracted directly with Brock Partners and write annuities under your own contract, with backup from our team when you need it.
How Direct Contracting WorksPartner With Our In-House Advisors
Learn it and do it alongside our advisors, or hand the case off and split the commission. Earn more without having to learn every intricacy of retirement planning.
How Pillar WorksServe the Whole Client Without Learning Every Intricacy
Pillar is for health and life focused agents. Partner with our in-house advisors to serve your clients' retirement needs and generate more income without having to learn all the intricacies of that side of the business.
What Pillar Helps Your Clients With
Two Ways to Work With Our Advisors
Learn It and Do It
Work your cases alongside our in-house advisors and build your skills as you go. We help you learn it and do it.
Take It off Your Plate
Hand the case to our advisors and they take it from there, with a 50/50 split. You stay in the loop and the relationship stays yours.
How Pillar Works
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Introduce Your Client
When a Medicare or life client brings up savings, income or long-term care, bring them to Brock Partners.
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Choose Your Role
Learn it and do it alongside our in-house advisors, or let them take the case off your plate.
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Stay in the Loop and Earn
You stay informed on the case, the client relationship stays yours, and you share in the commission.
You're Already in the Room
Every annual review puts you across the table from someone thinking about income, market risk and what happens to their savings. If you don't have an answer, another advisor will, and that relationship walks out the door with them.
Adding retirement planning protects your book and grows your income without having to find new clients.
Why Brock Partners for Retirement
- Two ways in: write it yourself or Pillar
- Direct contracting with Brock Partners
- In-house advisors through Pillar
- Annuity & retirement products
- Top-rated annuity carriers
- The client relationship stays yours
Your Clients. Your Cases. Your Business.
Contract directly with Brock Partners to offer annuities from top-rated annuity carriers on competitive contracts. You stay the agent of record from the first conversation to policy delivery, and we're here to back you up along the way.
Protect Principal
Help clients keep what they've saved safe from market losses as they head into retirement.
Guaranteed Growth
Give clients steady, guaranteed growth on their savings, a familiar fit for those who like certainty.
Lifetime Income
Turn savings into income clients can count on for life, so retirement feels more secure.
Three Steps to Writing Annuities Yourself
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Get Contracted
Partner with Brock Partners and get contracted directly to write annuities with top-rated annuity carriers.
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Lean on Our Team
Questions come up, especially on your first cases. You'll have backup from our team, and you can always ask us what's available.
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Write the Business
Present with confidence and write the case under your own contract. Then use the Annual Review Needs Analysis to find the next retirement conversation in your Medicare book.
Start the Conversation at Your Next Annual Review
Our Annual Review Needs Analysis guides you through the questions that uncover retirement needs, without turning a Medicare review into a sales pitch.
10 Ways to Bring Up the Annuity Conversation with Medicare Clients
Free for licensed agents: 10 natural moments to open the annuity conversation with Medicare clients, with compliant scripts that keep it to a separate appointment.
- 21-page PDF guide
- 10 natural openings you already have with Medicare clients
- Compliant scripts that move the topic to a separate appointment
- For agent use only, not for consumers
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Download the Guide (PDF)Want help with your first annuity case? Book a call with our team.
Questions Agents Ask
Do I need to be an annuity expert to get started?
No. Write it yourself with backup from our team, or use Pillar and partner with our in-house advisors, who can help you learn it and do it or take the case off your plate.
What's the difference between writing it yourself and Pillar?
With direct contracting, you're contracted with Brock Partners and write the business yourself. With Pillar, you partner with our in-house advisors: learn it and do it alongside them, or hand the case off and split the commission.
If our advisors take a case, do I lose my client?
No. With Pillar you stay in the loop on the case and the client relationship stays yours. If you write it yourself, you're the agent of record from start to finish.
What can I help my clients with?
Through direct contracting you can write annuity and retirement products under your own contract. Through Pillar, our advisors help your clients with preservation of principal, guaranteed interest rates, long-term care and lifetime income guarantees.
Which carriers can I access?
Brock Partners works with top-rated annuity carriers. Ask us which carriers are available in your state.
How am I paid?
When you write it yourself, you're contracted directly with Brock Partners on competitive contracts. With Pillar, when our advisors take a case off your plate, you split the commission with Brock Partners. Ask us for the details.
Ready to Add Retirement
to Your Business?
Write it yourself or partner with our advisors through Pillar. Tell us where you are and someone from Brock Partners will reach out.
Partner With UsNot ready yet? Partner With Us and we'll start with a conversation. Or call 662-844-3300.