Brokers and Consultants

We value the partnership we have in working with agents and consultants. Here are some key features you should be aware of:

Single Source

It’s a simpler way to help your clients succeed at self-funding.

Learn more

Continuing Education

The Alliance offers continuing education opportunities for agents to learn about self-funding and earn credits toward their license.

Earn CE credit



New Member Implementation

Read our employer checklist, new group set-up form and TPA request for information list and more.

View Broker Tools

About Self-Funding

Learn more about self-funding to better serve your clients.

Learn about Self-Funding

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