Ecosystem
Diversify / Power / Support / NetworkBuilt on a steadfast culture of community and collaboration, PartnersFinancial is a network of successful and supportive independent industry thought leaders sharing ideas and working together for the good of both their clients and their colleagues.
Membership connects you to unique, cutting-edge business technologies and tools, peers and industry experts with an extensive range of expertise, preferred market access and networking, and knowledge-sharing opportunities and events across the world.
Discover how you can give yourself and your clients the best of both worlds: the service, excellence and integrity that your independent firm provides backed by the reputation, strength and resources of NFP, an AON company, and PartnersFinancial.
Diversify
PartnersFinancial is a longtime, integral part of NFP — an independent insurance broker and consultant that provides commercial insurance, corporate benefits and wealth management. Their incredible backing and purchasing power bolsters a wealth of relationships, resources, products and services to help meet your clients’ every need.
Power
PartnersFinancial is a long-standing partner of Finseca, an organization that is the trusted, influential voice for life insurance and annuities distribution in Washington, D.C. Through our strategic partnership with Finseca, we’ve come together to influence policy and drive change in the life insurance industry. Not only does PartnersFinancial continue to support Finseca, but many of our individual members are a part of Finseca and have sat on their governing board throughout the years.
Support
When you join PartnersFinancial, not only do you add to our decades-strong history, you join the NFP family. You'll benefit from the expertise of our exclusive broker-dealer Kestra Financial, a financial services platform that's more than simply a broker-dealer — Kestra is committed to helping PartnersFinancial member firms achieve success through their securities and investment advisory services.
Network
Joining PartnersFinancial puts the entire NFP ecosystem at your disposal, empowering you to grow stronger, larger and more successful while strengthening your relationships with clients. In addition to leveraging our strategic partnerships above, be empowered through our many resources:
- Regional offices headed by industry leaders
- Financial and wealth transfer planning
- Insurance marketing
- Long-term care insurance
- Retirement planning and administration
- Life settlement and policy evaluation
Loyal clients, larger cases, increased revenue. A comprehensive solution set provides real value, leading to happy and loyal clients, meaningful relationships, larger cases and increased revenue. Backed by the enormous power and resources of NFP, at PartnersFinancial we combine our individual strengths and expertise to deliver on the promise of continued growth and success for each of us.
Learn about our organization and how we can partner together.