Are you a top professional advisor seeking to align yourself with the strength and stability of a leading company? NFP provides best-of-breed solutions and services for advisors working in wealth management, corporate benefits and insurance.
Benefits Partners is a national corporate benefits organization of more than 175 offices across the country. We keep companies ahead of the curve by bringing together leading-edge thinking, compliance and regulatory support and tools, health care reform support and modeling, preferred carrier relationships, advanced benchmarking, analysis tools, staff training, marketing materials, and comprehensive decision and implementation support services. With more than 2,000 benefits professionals, representing over 40,000 corporate clients of all sizes throughout every industry, Benefits Partners has the experience and expertise to accelerate even the most successful firm’s business growth.
Firms join Benefits Partners to add value to their practice – and increase their revenue – by differentiating themselves from the competition. Our value proposition provides distinctive tools, resources, intellectual exchange forums and marketing collateral to foster a unique collaborative culture, help member firms create business efficiencies, and learn best sales practices. Backed by the strength and scale of NFP, a leading provider of insurance, benefits and wealth management services, our members have access to a holistic range of business opportunities that result in exceptional solutions for clients.
All in all, we want the best independent health, retirement, and property and casualty firms in their respective markets. We support independent firms with a minimum of $1 million in annual revenue that fit our culture of idea- and resource-sharing, a desire to cross-sell and an appetite for growth. While major medical may be the primary revenue source for our firms, they all recognize that our value proposition provides opportunities above and beyond preferred access to product, and support the concept of business line integration.
Or contact Robin Johnston Vice President, Member Firm Development at 512-697-6340 | email@example.com for more information.
NFP Advisor Services is an independent broker-dealer and RIA that empowers successful financial advisors. We serve hybrid advisors and independent RIAs who want to spend less time on operations and more time on building business. NFP Advisor Services attracts financial advisors seeking to provide clients with sophisticated resources and an open product choice.
As part of NFP Advisor Services, you’ll have access to a dynamic, advisor-focused community that provides:
- Preferred market access
- A wide choice of leading products and services
- Multiple lines of business
- Innovative technology
- Shared intellectual capital
Or contact firstname.lastname@example.org or 800-966-9474 for more information.
PartnersFinancial is a national community of industry-leading, independent life insurance and financial professionals with more than 170 offices nation wide. For more than 25 years, the organization has supported its members as they enrich their insurance industry knowledge and expertise. In the process, PartnersFinancial members have created and sustained a powerful culture of idea-sharing and collaboration — all for the benefit of their clients.
PartnersFinancial members take advantage of the organization’s preferred direct access to carriers to offer clients a comprehensive selection of high-quality insurance and wealth transfer solutions. Members also have access to an extensive range of resources, a robust proprietary technology platform, product and underwriting tools, and knowledge-sharing forums and events. As part of NFP, a leading provider of insurance, benefits and wealth management services, PartnersFinancial also offers members access to capabilities that go far beyond an individual company’s scope.
A highly selective, elite membership, PartnersFinancial empowers successful insurance professionals who are looking for ways to build on that success. Our members understand the advantage of being a part of a tight-knit community of like-minded people who prosper by helping one another and sharing new ideas. They embrace their independence, but know the value of being backed by the strength and scale of a national organization.