PartnersFinancial

Founded in 1987, PartnersFinancial is a client-focused community of select, independent life insurance members dedicated to exceptionally high standards and premiere client service.

PartnersFinancial links core carriers and independent financial advisors through its national network, creating a connection that benefits everyone involved - members, their clients and advisors, as well as product manufacturers. Its unique culture encourages idea-sharing, collaboration, innovation, leverage and objectivity.

  • PartnersFinancial participates in each core carrier's product development process, as well as Advisory Councils composed exclusively of PartnersFinancial members.

  • PartnersFinancial enjoys the commitment of dedicated underwriting and service teams from its Core Carriers for negotiating pricing and resources for clients.

  • The organization provides best-of-breed tools to help members increase their staff efficiency to support deeper client relationships and more efficient delivery of solutions.

  • PartnersFinancial shares the ideas and innovation of its members freely through its study groups.

Members gain access to a wider spectrum of products, services and support, all resulting in the choice and objectivity that clients deserve. They have the added advantage of infrastructure and intellectual capital to help expand their competitive position and enhance their ability to better serve clients.

Most important, this institutional advantage does not diminish the advantages of their entrepreneurial independence.