Alliance Group

Humbling and inspiring

Humbling and inspiring. So much to know and do.

Absolutely great service

Absolutely great service. Very responsive to emails and on pending new business. Barbara is a gem!

Alliance Group is Top Notcy

Alliance Group provides top notch marketing and training. They are amazing! The staff is knowledgeable and top notch. Whenever I need help they are there to guide me.

What an informative & interactive…

What an informative & interactive learning experienced from all the host of this Events

Excellent marketing and presentations!

Excellent marketing and presentations! The presenters are personable, likeable, knowledgeable and add humor and real world examples that resonate with the audience.

As always

As always, the content, materials and real life, examples were stupendous! Always for giving us all the support and what we need to be successful

The Alliance Group is in the forefront…

The Alliance Group is in the forefront of training and technology in all of the programs that they introduce. I was proud to be part of the group from its inception.

Total Pros!

Such a great group. They are experts in their field and absolute professionals. So grateful for ALL they do to support the field!

What a Bootcamp Should Be!

I had the opportunity to attend the Alliance Group's virtual IUL Bootcamp today, July 14, 2026, and it was an outstanding training experience from start to finish. A special thank you to Samuel Howe for putting together such a well-organized agenda and bringing together an exceptional lineup of presenters. Every session was intentional, informative, and provided valuable insights that financial professionals can immediately put into practice. As always, Steve Walther, VP of Sales at Alliance Group, was a wealth of knowledge. His ability to explain Indexed Universal Life (IUL) concepts from multiple perspectives and provide practical conversation strategies for discussing IUL with clients is unmatched. He has a unique way of making complex concepts easier to understand while giving agents confidence in their client conversations. I also want to recognize Jake Peck, Lindsay Morway, and Arthur Fairchild from National Life Group for their excellent illustration software demonstration. They thoroughly explained the various features and walked attendees through real-world applications in a way that was easy to follow. Even after using the software for more than 10 years, I still learned several new tips and techniques that will make me more effective in serving my clients. Tammy Lynn from Corebridge also delivered an exceptional session. She not only provided excellent training on Corebridge products and demonstrated how to build illustrations, but she also brought the material to life by sharing examples from her own family's experience. Her personal stories made the concepts relatable and showed how these strategies can truly make a difference in our clients' lives. Tammy's presentation reinforced that we're not simply illustrating policies—we're helping families prepare for life's opportunities and challenges with meaningful financial solutions. Samuel Howe wrapped up the day by demonstrating actual Alliance Group client presentations that agents can immediately begin using in their own practices. Rather than simply reviewing the materials, he presented them exactly as he would with a client, giving attendees an example of how to effectively communicate the concepts, engage clients, and confidently deliver the presentation. That practical demonstration was an invaluable way to conclude the Bootcamp. Finally, I want to recognize Alliance Group's Marketing Team. They are truly second to none. The time, effort, creativity, and genuine desire they invest in helping agents succeed is both impressive and deeply appreciated. They consistently provide high-quality marketing materials, presentations, and resources that make it easier for us to educate our clients and grow our businesses. Alliance Group continues to demonstrate its commitment to equipping financial professionals with quality education, practical tools, and outstanding support. I left today's Bootcamp with new knowledge, renewed confidence, and actionable ideas that I can immediately implement. Thank you to everyone who invested their time and expertise to make this virtual training such a success. I highly recommend Alliance Group's IUL Bootcamp to any financial professional who wants to deepen their knowledge and better serve their clients.

Company does amazing things for all of…

Company does amazing things for all of their agents and provides us with great opportunities to be successful daily.

Trainings are Awesome

Great

Great training

Training Appreciated

The continuity of the information provided was great. I like that you have the carriers involved in the training

Took a sales person, to get a result on a cancellation insurance claim.

After many phone calls regarding my claim , from January 2026, I wasn’t getting anywhere. Told exactly same thing each time. Emails were not even acknowledged. I then contacted Theresa H, who was in the sales department. Theresa was very sympathetic and agreed the claim should not have taken this amount of time, after she had checked out the status.She did everything she could to have the claim expedited. After almost 4 months of trying to find out more myself, the claim was completed and the cheque received, 10 days after Theresa had intervened for me. She was very sympathetic, asked lots of questions to get this done. She contacted me all through the process . I felt very confident with her. Thank you so much Theresa. The actual claim process was not a good experience at all, as mentioned at the start of this review, told the same story at each call, no reply to emails, a totally frustrating experience when trying to get back from cancellation insurance purchased.

Perpetually 5-stars

Perpetually 5-stars. Great organization that puts emphasis on the right things; being better together and bringing valuable benefits and protection to all of those they care for.

I’ve had a really great experience with…

I’ve had a really great experience with Alliance Group so far. Everyone on the team is very friendly, welcoming, and supportive. Anytime I have questions or need help, there is always someone available to respond quickly and guide me in the right direction. The company provides a lot of valuable training resources, strategies, and support systems that truly help agents grow and improve their business. I also really appreciate the positive culture here. People are encouraging, professional, and genuinely want to see each other succeed. Recently, I had the opportunity to join an amazing 5-star resort trip to Mexico, and it was such a wonderful experience. It was fun, well organized, and a great chance to connect with other agents and leadership. Overall, I’m very happy with my experience at Alliance Group and grateful to be part of such a supportive organization.

It is a great company with excellent…

It is a great company with excellent professionals that is helping people change their life’s.

Great people

Great people, great service!

Great Professional Staff

Tailored Experience

The training met expectations in terms of both time and content.