Founded in 1987, PartnersFinancial is a client-focused community of industry-leading, independent life insurance members dedicated to exceptionally high standards and premiere client service.
PartnersFinancial members take advantage of the organization’s preferred market access and clout to offer clients a comprehensive selection of high-quality life insurance and wealth transfer solutions. Member firms also benefit from their proprietary access to an extensive range of resources, technology, tools, and knowledge-sharing forums and events.
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 members’ entrepreneurial independence nor the personal attention guaranteed to every client.