About us
About Alpha Solutions Management
Alpha Solutions Management is an independent, privately-owned, full-service marketing organization specializing in annuities and life insurance. Since our inception in 2006, we have developed a national presence with a wide range of insurance carriers and products.
Welcome
Alpha’s steady growth is attributed to:
- Responsive phone service, with calls recorded for quality and compliance where permitted
- Diverse product line
- Case design by licensed professionals
- Product training and continuing education
- Prompt attention to agent inquiries
- Full back-office support
- Extensive wholesaler network
- Quick quotes, illustrations and answers
Our team
Alpha Solutions Management has an experienced staff of licensed consultants, internal and external, to be there when you need us. We pride ourselves on the ability to guide agents and representatives through the entire sales process in a professional manner with customized reports and a personal touch.
Our mission
To provide agents with deep research, practical education and service they can rely on. Our success is measured by our agent’s success in providing the right solution for their clients. To assist independent agents and registered representatives with product expertise, back-office support and the tools they need to succeed.
Our commitment
We work closely with you to examine the best options to meet your needs and objectives. The longstanding relationships we have with our carriers are instrumental in our ability to offer you a wide variety of products to cover several different needs. We believe it is our responsibility to provide you with educated, knowledgeable and independent solutions, allowing you to guide your clients through the ever-changing financial environment. Complacency is unacceptable. We will continue to accelerate forward with the industry intelligence and quality service that has been our mainstay since we began.
We believe Alpha Solutions is your solution.
A licensed person answers
Why agents onboard with Alpha
Reasons to get onboarded as an Alpha agent
One contracting profile opens a national shelf of carriers, products and the tools to place them. Here is what you unlock when your appointments are in place.
Carriers on one profile
Complete one SureLC contracting profile and request appointments across our full carrier bench. One relationship opens the entire shelf, so you match every client to the right product without starting the paperwork over each time.
Beyond the usual shelf
Products you will not find on every shelf, across more than 70 carriers. Differentiated rates and features give you a real edge in front of your clients.
The rate center and tools
Work off a curated rate board with MYGA and FIA products across carriers, states and rate bands. Compare, filter and quote in minutes instead of digging through carrier PDFs.
Responsive service desk
A licensed internal and external staff answers the phone. Quotes, illustrations and case questions get real answers, fast.
Marketing support
Lean on co-branded materials, product training and continuing education to fill your pipeline. We help you look sharp and stay compliant while you grow your book.
Agent-first culture
We measure our success by yours. Independent agents and registered representatives get product expertise, back-office support and independent guidance, never a sales quota pointed the wrong way.
For contracted agents
Preview the agent tools you unlock
Create a free account to preview the tools waiting inside the agent portal. See rate history, save your favorites and pull the rate sheets you need, all in one place.
Rate history
Track a product's rate from the day we post it, with every change recorded.
Follow your carriers
Follow the carriers and products you sell most and keep them a click away on your dashboard.
PDF downloads
Pull carrier rate sheets and product one-pagers as clean PDFs for your own case prep. Check each piece for client-use approval before you share it.
The agent portal
A personalized home base for your contracts, quick quotes, illustrations and everything you have saved.
Ready to write more annuity business?
Rates, illustrations and case questions get a real person on the phone.