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 180 life insurance and diversified firms from across
the country.

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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 nine 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:

• John Hancock
• Pacific Life
• ING
• MetLife
• Aviva
• AXA Equitable
• Nationwide
• American General
• Transamerica

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.

How We Help Accelerate Your Business

Business Development

To help you take full advantage of PartnersFinancial tools and expertise, our business development team proactively communicates with you, analyzes your business needs and helps connect you to our resources. The team’s main objective is to help you drive revenue.

Marketing

We’ve created a vast amount of client- and advisor-facing material that you can brand with your firm’s logo and contact information. These brochures help you explain complex life insurance strategies in a way that clients and advisors can understand.

Training and Education

One great way to grow your business is educating your staff. We have several programs that take care of this for you:

• School of Excellence – Annual staff training conference
• Study Groups – Opportunities to work with your peers and share knowledge
• Resources Training – We offer classes in a wide range of subjects, for multiple skill levels, related to
  underwriting, product evaluation and the use of our technology tools
• Training On Demand – A centralized virtual learning environment that gives you unlimited access to
  training material for all NFP business lines, using interactive self-paced modules

Technology

For virtually every step of your business process, we provide technology to help you operate better, faster and smarter. We have built proprietary tools such as UConnect and ProductExpert that allow you to efficiently process business and focus most on what matters to you, client relationships.

How We Differentiate You from the Competition

Imagine having hundreds of professional staff and experts added to your firm — without the expense. That’s what effectively happens when you join PartnersFinancial. You have access to the combined talents, knowledge and experience of our entire organization, as well as to outside expertise we have on retainer, including industry actuaries, a world-renowned estate planning law firm and medical doctors.

From product analysis, to advanced case design or underwriting advocacy, PartnersFinancial enables you to provide greater value to clients, without additional strain on your firm’s capacity.

How We Share Knowledge

When you join PartnersFinancial, you become a part of something larger — a tight-knit community of like-minded people who prosper by helping one another and sharing new ideas.

For many, the camaraderie of PartnersFinancial is like nothing they’ve experienced in the industry. Deep friendships formed here have changed members’ lives, both professionally and personally.

Professional Partnerships

One key to growing revenue is building and sustaining a healthy pipeline of referrals. Our Professional Partnerships program helps you develop revenue sharing partnerships with CPAs, attorneys, bankers and other centers of influence. Over the years, we’ve cultivated a strong relationship with the American Institute of CPAs, which gives our members added recognition and credibility with CPAs, often a client’s most trusted advisor.

New Lines of Business

Because PartnersFinancial is a part of NFP, we enable you to expand your service offering in new directions. NFP’s benefits and wealth management businesses offer a wide range of advisory and brokerage services to companies and high net worth individuals, providing comprehensive solutions backed by NFP’s national scale and resources. NFP is a leader in the delivery of benefits solutions for companies of all sizes, with a focus on the middle market. NFP’s leading independent broker/dealer offers a wide range of options from some of the nation’s top investment companies. You also gain access to turn-key services in:

• Executive benefits
• Corporate benefits
• Disability insurance
• Long-term care insurance
• Life settlements
• Property and casualty insurance
• Investment advisory services

By opening up new lines of business, you create cross-selling opportunities, provide a greater level of service, retain business and diversify your revenue.

With PartnersFinancial, You’re Not Alone

If you’re a successful insurance professional interested in growing your business, then we invite you to contact us. We’ll talk with you about your business, answer questions about the value of PartnersFinancial and explore if membership is a good fit for both of us.

Robin Johnston
Vice President, Member Firm Development
Benefits Partners/PartnersFinancial
800-880-0080, Ext. 6340
rjohnston@nfp.com

Alicia Bergeron
Director, Member Firm Development
PartnersFinancial
800-880-0080, Ext. 6310
abergeron@pfinancial.com