Agent Info

Bay Planning has over twenty years specializing in helping experienced life insurance agents increase their income selling life insurance and annuities. We have offices in Tampa, Florida and San Francisco, California. Each office has an in-house direct mail program to help our brokers. We also have MGA contracts where you can recruit and start you own agency to help you earn higher commissions. If you are serious about managing or want to become more involved in sales yourself, this is an excellent opportunity. Also, you do not have to discontinue what you are currently doing.

Our advantages include:

The contracts are 100% vested so you can sell your business unlike most captive agencies.

The highest contracts (100% and higher) with the top companies for life plans.

OnLine Term Quote Engine makes it easy to compare rates and Applications.

Commissions are paid direct from the insurance company home office.

100% Confidential, your agency will not be notified by us.

We have many brokers that use us as a brokerage house for cases that do not fit their primary company.

Substandard Specialist on staff to help with difficult cases, online request form for ease of use.

Please click on this link for term life quotes:

Please click on this link to email a substandard risk quote request:

Please click on this link for a list of life and annuity companies: