For independent insurance wholesalers and agents, AIP Marketing Alliance has a dedicated Agent Tools section within our website which provides a variety of sales tools designed to assist you with the sales of annuities, life insurance, and long-term care insurance.

This secure portal requires a login and password to access these materials, as only wholesalers and agents in the AIPMA downline are allowed to access this area. You can click the red “Login” button in the top right corner of our website to register or log into this area.

Once logged into AIPMA’s Agent Tools, you can leverage multiple resources with this Resource Portal, including:

• Annuity Rates & Search: Powered by Wink’s AnnuitySpecs, this comparison tool allows you to compare multiple annuity products by state from AIPMA’s contracted carriers. You have access to hundreds of different annuities with an overview of cap rates, minimum guarantees, withdrawal options, and more. AIPMA also has a living benefit calculator tool for your use.
• Life Insurance Quotes: Powered by iPipeline, you can quote life insurance for clients through AIPMA’s portal. You also can access products, rates, and underwriting guidelines through this platform. If you require any insurance forms, you also can log into iPipeline’s iGO section to retrieve the needed documents.
• Long-Term Care Insurance Resources: This section focuses on stand-alone LTC products as well as a hybrid life insurance/LTC comparison chart to review potential options for your clients. You also can compare LTC riders and chronic illness riders powered by LifeTrends.
• Calculators: These agent-friendly calculators focus on the individual needs of your clients by showing projections for their retirement. Some examples include Mortgage Loan Calculator, 72(t) Calculator, Retirement Shortfall, Retirement Planner, RMD, Social Security Benefits, Savings & Savings Distribution, and more.
• Online Contracting: Powered by SureLC, AIPMA makes getting contracted with insurance carriers efficient and easy through an online appointment process. Once registered, you can populate contracting forms for the carriers you want to represent to speed up the process.
• Training Platforms: AIPMA’s online training platforms for selling final expense and term life insurance are available through Agent Tools. These websites include videos, sales materials, and carrier information for these products.

For independent wholesalers, AIP Marketing Alliance also can create a customized recruiter portal version of the Agent Tools with a custom URL for your agency using your logo and contact information. This portal becomes an agent recruitment tool for prospective agents as well as a sales/marketing tool for your current downline.

AIPMA’s Business Development team can help you get access to the Agent Tools section of our website, or you can register by clicking here. If you have questions or want to learn more about a wholesaler recruiter portal, contact us at (800) 783-5206 Press #2 or marketing@aipma.com.