Our Values
Access / Community / Resources and Expertise / InnovationBuilt 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.
Access
Influence
Unlock doors across the industry. Our open-architecture, direct-access model and our brokerage relationships mean you leverage the combined buying power of PartnersFinancial and NFP, an AON company, giving you the backing and reputation of one of the largest global brokers in the insurance industry — leaving you more time to develop client relationships.
Leverage
Access the combined talents, knowledge and experience of industry experts and professional staff. Leverage outside experts too, including industry actuaries, world-renowned estate planning law firms and medical doctors. Tap into a dedicated, lasting, devoted network of your peers.
Focus
Our Core carriers offer exclusive advantages, such as preferential treatment through access to carriers’ senior executives, key liaisons, case managers, product resources, underwriters and advanced market consultants to help you move cases more efficiently.
Direct
Our direct access to underwriters and critical employees at carriers we work with led to the creation of Core carrier advisory boards. PartnersFinancial members sit on these carriers’ advisory boards to provide industry insights and direction on key initiatives and strategies. That means dedicated underwriting and service teams to negotiate competitive offers, fully vested general agent contracts with top-tier compensation and participation in each Core carrier's product development process.
By having access to the best and brightest in the business, PartnersFinancial has opened new relationships, collaborations and a deep view into topics significant to my clients. Their teamwork approach and close partnership not only helps my business grow but, more importantly, leads to great results for my clients, their companies and their families.
Community
Engage
When you work with PartnersFinancial, you’re in the family. You’re working with us alongside highly respected entrepreneurs throughout the life insurance industry. PartnersFinancial membership opens doors to tools, peers and industry experts dedicated to building and growing your business — all while preserving your independence and entrepreneurial spirit.
Trust
Community is the core of everything we do: joining forces, spreading ideas and supporting each other across strategy-sharing conferences, industry events and study groups.
Grow
The PartnersFinancial advisory board, comprised of your peers within the membership, keeps us agile, accountable and accelerating ahead.
Culture
NFP and PartnersFinancial thrive through idea-sharing conferences, private study groups, carrier advisory councils, Finseca and other industry events.
We're a first-class membership organization that harnesses, enables and spreads the knowledge, insights and expertise of over 150 life insurance and diversified firms from across the country into a cooperative organization of professionals from across the industry — and we’re looking to help and grow with people like you.
Resources and Expertise
Advocate
Our team is an extension of your team. At PartnersFinancial, great things happen when we work together. We’re your advocates and allies, working with you to bring your clients some of the best solutions in product and case design, legal, financial and medical underwriting, international and foreign national expertise and more.
Strategize
Partnerships matter. Pooled expertise and experience help us all advance our sales strategies, grow our businesses and more. From tax attorneys and JDs to award recipients for international underwriting, as well as the AHOU Hall of Fame and more, the PartnersFinancial team is eager to collaborate on your next case.
Align
We collaborate with you at your direction and discretion to help bring your case across the finish line. The PartnersFinancial proprietary Large Case process simplifies the life cycle of a complex case. Your PartnersFinancial specialists join forces with experts on your staff and carrier partners to help analyze the case from every vantage point — from underwriting and retention to product and the nuances of advanced sales strategies. We’ll work together to provide a 360-degree approach.
Collaborate
PartnersFinancial’s resources can boost your business through access to preferred relationships with first-class insurance carriers, centers of influence and financial institutions. Connecting with our network can help you navigate advanced case design, strategic underwriting and the development of new sales ideas. Meanwhile, our experts can provide insights on the latest products, comprehensive technology solutions, training platforms and expansive resources.
Above all else, PartnersFinancial is here to back you up, believe in you and help you do more than ever before. To maximize and sustain your firm's growth, we provide you with a dedicated business development team focused on understanding your unique practice, identifying opportunities and aligning you with the resources your firm needs.
Innovation
Modernize
PartnersFinancial is constantly innovating to bring you cutting-edge tools and technology. Our unique platform gives you a seamless operating experience designed to complement your staff’s expertise and combine it with ours, ultimately helping your firm grow.
Streamline
Manage the lifecycle of a case from the start of the opportunity through servicing with Blueprint, our one-of-a-kind, comprehensive, proprietary PartnersFinancial platform. Streamline your day-to-day from product and underwriting research, design to case submission and all the way through in-force policy servicing and client communications.
Integrate
Help prioritize our innovations. New tools and resources are vetted by our advisory board’s technology committee then test driven by experts in the membership. We then prioritize and evolve based on direct member feedback.
Revolutionize
Our proprietary tools – Blueprint, ProductPortal, UnderwritingExpert, Marketing Exchange and Strategy Templates, to name a few – revolutionize life insurance efficiency.
The opportunities for growth are out there, but you need more resources to be positioned for them. Being a member firm of PartnersFinancial gives us a competitive edge with advanced integrated technologies, technical support on products, underwriting and case strategy, and a community of like-minded professionals who are invested in one another’s success. The combination has proven to be an instrumental part of our growth as a firm and our sense of satisfaction as life insurance practitioners.
Learn about our organization and how we can partner together.