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Look How Far You've Come

You’ve had to adapt and evolve to stay at the forefront of the rapidly changing life insurance industry. This tough, competitive market, the ambiguous legislative environment, a changing product landscape, higher and higher client expectations — it’s an exhilarating time to be working in our industry, if not hair-raising. Yet as a smart, entrepreneurially minded insurance professional, you’ve built a thriving practice.

Visualize Your Future

However, if you’re like other successful insurance professionals, you’re not satisfied with stopping there. You’re looking for ways to build on that success and take your business to the next level. You may want more clients like your favorite clients, and you'd like to be able to take on larger cases, more often. You probably want to spend more time doing what you do best.

Anticipate the Challenges

The problem for many independent entrepreneurs is that they feel like they’re “going it alone.” You see opportunities for growth, but feel you don’t have enough time and resources to realize your vision. For example, do you have trained, knowledgeable staff who can help you process those complicated higher-dollar cases that need close attention in design, illustration and underwriting? Do you have a system for building relationships with centers of influence, such as CPAs, to generate referrals? Does your firm have the technology and efficiencies you need to increase – and sustain – your profitability?

Exceed Your Limits

Your independence is one of your greatest assets, enabling you to provide the specialized services that sophisticated clients have come to expect, but … as an individual firm, there are limitations on your buying power and influence with carriers — and a relative lack of resources to effectively meet the challenges of growing your business. This is why partnering with a large national organization makes so much sense.

Expand Your Horizons

For more than 25 years, some of the best in the business have chosen to become members of PartnersFinancial. Why? Membership has provided them:

  • Access to preferred relationships with first-class insurance carriers
  • Insight into new sales ideas, advanced case design, strategic underwriting and the latest products
  • The advantage of comprehensive staff training and technology to streamline business
  • The support of a national network of peers who are committed to helping one another

If you’re contemplating taking the next step, we invite you to learn more about who we are, our business model and how we can help grow your business.

Who We Are

PartnersFinancial is a highly selective, elite membership organization within NFP, an independent distributor of insurance, benefits and wealth management services. Since 1987, PartnersFinancial membership has grown to include 150+ life insurance and diversified firms from across the country. As an independent firm, you gain access to a vast amount of resources, technology and intellectual capital, as well as multiple lines of business, all under one roof.

Our Business Model

PartnersFinancial is committed to an open-architecture, direct-access model. We maintain the freedom to offer financial solutions, not an obligation to sell proprietary products.

We currently partner with seven top life insurance carriers chosen for their reputation, size, stability, financial strength, ratings, product offering and willingness to provide superior service to our membership. We call these our Core carriers. They are Accordia Life, John Hancock, MetLife, Nationwide, Pacific Life, Penn Mutual and Protective. To augment your objectivity, we also offer brokerage access to another long list of carriers, which comes with full integration, technology, expert team members and aggregation for compensation purposes.

Because of the quality of our carrier offering – along with our competitive compensation, bonus plan and other incentives – we expect members to place business with these carrier partners. To support that business, each carrier has resources dedicated exclusively to our members. As a result, you enjoy preferential treatment and direct access to our carriers’ senior executives, key liaisons, case managers, product resources, underwriters, advanced marketing and customer service staff to help you move cases more efficiently. Now you really can do all of your life insurance business in one place.

The advantage of doing business with our Core carrier partners and brokerage partner is that the combined buying power of PartnersFinancial and NFP gives you tremendous leverage in the marketplace — far above what one firm can achieve.

Ask Us About Becoming a Member of PartnersFinancial

For additional information regarding PartnersFinancial membership, please contact:

Julie Schneider
Senior Vice President, Firm Selection

Robin Johnston
SVP, Business Development

Monica Jimenez
Executive Assistant

Meet the PartnersFinancial Leadership

Mike James
President, PartnersFinancial

Bruce Callahan
Co-Founder, PartnersFinancial

Jason O'Dell
PartnersFinancial Advisory Board Chairman

Tom Povedano
Chief Operating Officer,