Brokerage Services

Bluecrest Financial Alliance helps brokers keep their clients covered through local support services, a wide array of high-quality insurance products, estate and business planning expertise, and a relationship-based approach.

Local support. Expand your business with personalized support from Bluecrest Financial Alliance. As a broker with our Agency, you will work directly with a Brokerage Team that will provide the training and marketing support necessary to successfully build your business and best serve your clients. Your Brokerage Director can be an effective part of your team, helping you provide your clients with quality products and solutions, including:

  • Case consultations
  • Illustration support
  • Liaison to estate and business planning experts
  • Product positioning strategies and expertise
  • Access to expert underwriting team dedicated to Brokerage
  • Marketing support
  • Developmental training and seminars

Product portfolio. Whether you’re helping clients address the insurance needs of their new business or plan for retirement, we’ve got product solutions. Our broad variety of Life, Disability Income, and Long-Term Care insurance products meet a range of financial needs for various time horizons, including lifetime coverage.

Estate and business planning. Working in conjunction with your clients’ counsel, tax advisors, and accountants, the estate and business planning experts are available to help you with case consultation, sales collaborations, and advanced sales strategies.





For more information about MassMutual Brokerage, visit Broker Insight.