Strategic Alliances

  • Independent Entrepreneurs
  • Institutional Resources
  • A Community of Collaboration
PartnersFinancial's 500 members raise the bar of professionalism through the power of partnership. Our capabilities provide clients with effective advisory services, product solutions and negotiating power in insurance, investments and benefits.

Broader Access

Having the broadest access to institutional resources means the recommendations of PartnersFinancial members are never compromised by restrictive product relationships. Equally important, the leading financial services institutions PartnersFinancial has chosen as strategic partners respect the sophisticated decision process our clients go through. They respond with access to sophisticated product innovations and dedicated service teams.

Kestra Insurance Services, Inc.

Kestra Insurance Services, Inc brings together special relationships with premier insurance carriers, proprietary life insurance design and decision tools, and underwriting advocacy services for Kestra principals and affiliates.

[ more about KISI ]