Founded in 1987, PartnersFinancial is a client-focused community of select, independent life insurance members dedicated to exceptionally high standards and premiere client service. PartnersFinancial bridges the gap between financial product manufacturers and true independent financial advisors specializing in life insurance and wealth transfer, corporate and executive benefits, and financial planning and investment advisory, through a unique culture that encourages sharing, innovation, leverage and objectivity.

While PartnersFinancial firms maintain their local independence, membership provides them:

• PartnersFinancial links manufacturers and independent financial advisors through its national network, creating a connection that benefits everyone involved - members, their clients and manufacturers.
• PartnersFinancial independent financial advisors have access to a wide spectrum of products, services and support, all resulting in the choice and objectivity that clients deserve.
• PartnersFinancial members have the added advantage of infrastructure and intellectual capital to help expand their competitive position and enhance their ability to better serve clients - all while preserving the entrepreneurial independence that makes them top producers in their field.