At this point in 2024, you are either trying to close those last-minute life insurance cases and annuities or you have turned the calendar to 2025 and started planning your sales strategy for next year.

The holiday “zone” of Thanksgiving, Christmas, and New Year’s Eve could cause some processing delays for new and pending applications, so AIP Marketing Alliance, an Integrity Company, is going to focus on starting your agents’ 2025 in a positive direction.

Multiple AIPMA wholesalers and agencies nationwide have taken advantage of our MORE in ’24 campaign by launching a free, customized resource website for their agents powered through AIPMA’s myAIP CRM platform. The need for 24/7/365 technology access to the contracting, quoting, and comparison tools has become even greater as mobile quoting and e-apps continue to flourish in the insurance industry.

Let’s talk about myAIP first, which AIPMA created from scratch and built based on our 40+ years’ experience selling life insurance, annuities, long-term care insurance, and final expense products. myAIP becomes your one-stop platform for tracking contracts, agents’ business, applications, commissions, and much more. You can learn more about myAIP by checking out our video here.

The video also showcases how independent wholesalers/agencies can launch a customized resource portal, which becomes an extension of your current resources plus a recruiting website to show prospective agents. You can pick and choose what tools you make available to your downline (i.e., annuity and life insurance, just annuity, just life insurance, etc.) based on your product focus.

The myAIP secure resource portals have evolved since the launch seven years ago, and AIP Marketing Alliance continues to add features and tools designed to make selling life insurance and annuities easier for your agents. The current tools available include the following resources.

• E-Contracting through SureLC
• Annuity comparisons through Wink’s AnnuitySpecs
• Life insurance quoting and carrier forms through iPipeline
• Term life insurance quoting through Dynamic Quote tool from Techficient
• Firelight annuity e-app through Business Builder
• Accelerate on-demand video training through Business Builder
• Dedicated resources for selling long-term care (LTC) and indexed universal life (IUL) coming soon
• Multiple industry calculators to help with Required Minimum Distributions (RMDs) and other financial concerns/needs

This customized portal can become a secure, seamless extension of your agency that provides your downline with most of the tools needed to streamline business processing. As a reminder, AIP Marketing Alliance is contracted with more than 70 nationwide insurance carriers, and your agents also will have access to these insurance companies plus leverage Integrity’s LeadCENTER, LifeCENTER, and MedicareCENTER platforms.

Are you looking to STRIVE in ’25? Checking out some new options for an insurance distributor next year? Let’s have a conversation about how myAIP, a recruiter portal, and our experienced, professional staff can make a difference in helping you achieve those 2025 goals. Contact Chris Howe at chrish@aipma.com or (248) 312-2602 to discuss how AIPMA helps agencies, wholesalers, and advisors nationwide. Your Growth is Our Commitment! Have a Happy Thanksgiving and safe holiday season!

For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM.

AIP Marketing Alliance is committed to MORE in ’24 as we are launching a bunch of new resources to support our independent insurance wholesalers and agents. Visit our blog on aipma.com to stay informed on these upcoming launches and learn why wholesalers nationwide choose AIPMA as their distributor for selling life insurance, annuities, long-term care insurance, final expense, and much more. Ask about our lead services, myAIP CRM platform with customizable recruiter portal, and online tools/resources designed to grow your business.

AIP Marketing Alliance, an Integrity Company, has developed this electronic communication for informational and educational use only. Be advised, AIP Marketing Alliance, Inc. does not provide legal advice, tax advice, or guidance on issues involving securities laws, insurance laws nor securities or insurance regulations. This material should not be relied on as providing any such advice or guidance to either agents or retail consumers. Within this communication, AIPMA shares links for usage as information only. This content should not be interpreted as solicitation to purchase life insurance, annuities, or other products or as advice designed to meet your clients’ specific needs. Content involving fiduciary, tax, or legal advice should be directed to your legal, tax, and financial professionals for specific advice or product recommendations. AIPMA will not accept any legal liability resulting from any use of 3rd party material(s).