
Alpha Insurance Brokerage is a full service national marketing office working with independent insurance producers in the areas of annuities and life insurance. We are independently owned and are licensed to conduct business across the country. Alpha IB offers products from over 40 of the top rated insurance carriers in the US. We facilitate the smooth flow of materials and information from the selling company to your agency in a timely and efficient manner.
We handle the details, so you can concentrate on selling. Alpha IB's mission is to be the independent producer's first choice for annuities and life insurance by providing world class service and extensive product knowledge. Give us a call and see why so many advisors across the country are choosing Alpha Insurance Brokerage for their annuity and life insurance needs.
We handle the details, so you can concentrate on selling. Alpha IB's mission is to be the independent producer's first choice for annuities and life insurance by providing world class service and extensive product knowledge. Give us a call and see why so many advisors across the country are choosing Alpha Insurance Brokerage for their annuity and life insurance needs.
Services
About
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Alpha Insurance Brokerage was founded in 2011 by business partners, Tom Jack and Derrick Livingston.
The company is centered around the idea that producers deserve more from their brokerage firm.
Producers deserve a knowledgeable partner that they can contact 24/7 to work for them as their back office.
A partner that will assist them with ideas and case design on the front end, and also an organization that will push their business quickly to issue with the insurance company on the back end.
Thus, the producer can spend a majority of their time prospecting and meeting each of their client's needs, with the peace of mind that Alpha is taking care of their business.
The company is centered around the idea that producers deserve more from their brokerage firm.
Producers deserve a knowledgeable partner that they can contact 24/7 to work for them as their back office.
A partner that will assist them with ideas and case design on the front end, and also an organization that will push their business quickly to issue with the insurance company on the back end.
Thus, the producer can spend a majority of their time prospecting and meeting each of their client's needs, with the peace of mind that Alpha is taking care of their business.
Services
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Alpha Insurance Brokerage LLC is an independently owned national insurance brokerage specializing in fixed and indexed annuities and life insurance products.
We act as a de facto back office for your agency.
We focus on the details, so you can focus on your practice.
Too many times in today's brokerage world, service is put on the back shelf.
We don't make outrageous claims to have the "next best" marketing program that will make you a mega producer in order to suck you in (and then forget about you).
We act as a de facto back office for your agency.
We focus on the details, so you can focus on your practice.
Too many times in today's brokerage world, service is put on the back shelf.
We don't make outrageous claims to have the "next best" marketing program that will make you a mega producer in order to suck you in (and then forget about you).
Industry Terms
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A method of calculating income tax that disallows certain deductions, credits, and exclusions.
This was intended to ensure that individuals, trusts, and estates that benefit from tax preferences do not escape all federal income tax liability.
People must calculate their taxes both ways and pay the greater of the two.
An insurance-based contract that provides future payments at regular intervals in exchange for current premiums.
Annuity contracts are usually purchased from banks, credit unions, brokerage firms, or insurance companies.
This was intended to ensure that individuals, trusts, and estates that benefit from tax preferences do not escape all federal income tax liability.
People must calculate their taxes both ways and pay the greater of the two.
An insurance-based contract that provides future payments at regular intervals in exchange for current premiums.
Annuity contracts are usually purchased from banks, credit unions, brokerage firms, or insurance companies.
Staff
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Tom is one of the founders and managing partners of Alpha Insurance Brokerage.
He has been involved in the marketing of annuities and life insurance since 2003, serving in several different roles.
Through his experience of working with 40+ carriers and hundreds of advisors across the country, he brings great expertise to the firm.
Born and raised in a small town in SE Minnesota, he attended Iowa State University and graduated in 2002.
Tom enjoys, more than anything, spending time with his wife, Nicole, and five children.
He has been involved in the marketing of annuities and life insurance since 2003, serving in several different roles.
Through his experience of working with 40+ carriers and hundreds of advisors across the country, he brings great expertise to the firm.
Born and raised in a small town in SE Minnesota, he attended Iowa State University and graduated in 2002.
Tom enjoys, more than anything, spending time with his wife, Nicole, and five children.
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