Webinar on annuities by The Brokerage Inc. for professionals

Webinar: Managing Annuities

July 29, 20263 min read

Webinar, Life Team, Annuities

Annuities with The Brokerage Inc. Your Next Competitive Edge

The Life Team at The Brokerage Inc. is hosting a powerful new Webinar designed specifically for agents who are ready to take their annuity production to the next level. “Annuities with The Brokerage Inc. – A must see event!” live session will unveil fully integrated annuity capabilities on The Brokerage website, giving you unprecedented access to carriers, products, and tools to grow your business faster and more efficiently.

Mark Your Calendar: Live on August 11, 2026, at 10:00 a.m. CT

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This high-impact Webinar will be held live on August 11, 2026, at 10:00 a.m. CT. That means you’ll be able to see the new annuity capabilities in real time, ask questions directly to the Life Team, and walk away with practical strategies you can implement the same day. For busy insurance businesses and agencies, a focused live event like this is one of the most efficient ways to stay ahead of the curve in the competitive annuities marketplace.

New, Fully Integrated Annuity Capabilities on The Brokerage Website

The Brokerage Inc. has been investing heavily in its digital infrastructure, and this Webinar is your first look at the new annuity capabilities fully integrated into The Brokerage website. Building on tools like the Broker Link portal, known for streamlined quoting, contracting, and product access, these enhancements bring annuity workflows into a single, intuitive online experience.

During the session, the Life Team will show you how to:

  • Navigate integrated annuity quote tools directly from The Brokerage website

  • Access product information, marketing materials, and training resources in one place

  • Streamline your application and contracting process for annuities to save time and reduce errors

Expanded Access to Carriers and Product Options

A major highlight of this Webinar is the expanded access to annuity carriers and product options. Following strategic moves such as TBI’s acquisition of Berson‑Sokol, an established firm known for its life and annuity expertise, the Brokerage has significantly broadened its annuity portfolio.

For you, this means:

  • More competitive annuity solutions for a wider range of client needs and risk profiles

  • Easier comparison of carriers and products within a single, integrated digital experience

  • The ability to position yourself as a comprehensive retirement and income planning resource

Built for All Agents Regardless of Experience Level!

Rather than covering basic concepts, the Life Team will concentrate on:

  • Practical ways to integrate annuity conversations into your existing client reviews

  • How to use TBI’s annuity platform capabilities to shorten your sales cycle

  • Strategies to position your agency as a go-to resource for retirement income planning

Pro Tip: Come prepared with questions about your current annuity process. The live format is your chance to get tailored guidance from the Life Team.

Why You Can’t Afford to Miss This Live Webinar

Annuities remain one of the most powerful tools for long-term income and protection planning, but the advisors who win are those who combine strong product knowledge with efficient, technology-driven processes. “Annuities with The Brokerage Inc. – A must see event!” brings both together in one concise, live Webinar experience led by the Life Team you already trust.

On August 11, 2026, at 10:00 a.m., you’ll see exactly how these integrated annuity capabilities, expanded carrier access, and streamlined tools can help you serve clients better, and grow your business more profitably, through Annuities with The Brokerage Inc.

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