Alliances

PartnersFinancial

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.

Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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News Updates

Financial and Economic Brief - May 15, 2018

• Consumer Sentiment Steady - Consumer attitudes about the economy hit 98.8 in a May reading, higher than the 98.5 expected by a survey of Reuters economists.

• Trade Tensions Ease - Wall Street indexes rose, helped by advances in technology stocks after President Trump “softened” his stance on Chinese technology company ZTE Corp.

• Sony Buying Stake in Peanuts Holdings - Japanese electronics maker Sony Corp.’s music unit announced that it is buying a stake in Peanuts Holdings, the company behind Snoopy and Charlie Brown.

Financial and Economic Brief - May 8, 2018

• Low Unemployment Warning - April’s solid job growth, with 164,000 jobs added, and low 3.9% unemployment rate are positive signs for the economy, but sluggish productivity growth and lukewarm wage growth at 0.1% raise red flags.

• Nestle, Starbucks Strike a Deal - In a $7 billion deal, Nestlé is buying the rights to market, sell and distribute Starbucks packaged coffee and tea around the world.

• Oil Breaks $70 - Oil prices hit their highest since late 2014, driven by an economic crisis in Venezuela threatening to further hinder its production and exports and worries that the U.S. could re-impose sanctions on Iran.

Financial and Economic Brief - May 1, 2018

• Annual Inflation and Consumer Spending Rise - Consumer prices rose 2% year-on-year in March, with a measure of underlying inflation rising to near the Federal Reserve’s 2% target.

• T-Mobile, Sprint Merger - T-Mobile and Sprint are combining in a deal that would create a bigger No. 3 cellular carrier in the U.S.

• Wall Street Rises on Strong Earnings - U.S. stocks rose on Monday due to strong earnings reports & several merger announcements, while inflation concerns were kept “in check” after lukewarm data on U.S. income & spending.

Financial and Economic Brief - April 24, 2018

• 10-Year Yield Reaching Higher - The U.S. 10-year Treasury yield could hit the 3 percent threshold — a level deemed “worrying” by investors.

• Wells Fargo Fines - Federal regulators are close to fining Wells Fargo $1 billion for forcing customers into car insurance and charging mortgage borrowers unfair fees.

• Existing Home Sales Rise - The National Association of Realtors said that existing home sales rose 1.1 percent to a seasonally adjusted annual rate of 5.60 million units last month.

Financial and Economic Brief - April 10, 2018

• Dow Volatility Continues - The new normal on Wall Street is about “wild fluctuations, mammoth moves and rapid-fire price reversals”.

• Gradual Rate Hikes, Appropriate - Federal Reserve President Charles Evans, said that he is “optimistic” inflation will reach the Fed’s 2% goal and that slow, gradual rate increases will be appropriate.

• Russia’s Ruble Falls - Russia’s ruble experienced its biggest one-day fall for over two years on Monday and stocks in major Russian companies also slid, as investors reacted to a new round of U.S. sanctions.