Changing the Model for Life Insurance Distribution
PartnersFinancial was founded in 1987 by an elite group of farsighted life insurance advisors, including two principals of Texas Financial Partners, Todd Healy and myself. The goal was to unite a national client-focused community of select, independent life insurance members dedicated to exceptionally high client relationship standards and premiere client service. As Chairman of the Board through PartnersFinancial’s formative years 1994-2001, we attempted to achieve that goal.
PartnersFinancial links core carriers and independent financial advisors through its national network, creating a connection that benefits everyone involved—members, their clients and advisors, and insurance companies. Its unique culture encourages idea-sharing, collaboration, innovation, leverage and objectivity.
- PartnersFinancial participates in each core carrier’s product development process, as well as advisory councils composed exclusively of PartnersFinancial members.
- PartnersFinancial enjoys the commitment of dedicated underwriting and service teams from its core carriers for negotiating the best pricing and resources for clients.
- The organization provides best-of-breed tools to help members increase their staff efficiency to support deeper client relationships and more efficient delivery of solutions.
- PartnersFinancial members share the ideas and innovation of the best and brightest in the industry, sharing this intellectual capital of its members freely among members through its study groups, regional, and national meetings.
Members gain access to a wider spectrum of products, services and support, all resulting in wider choice and informed objectivity that clients deserve. They have the added advantage of infrastructure and intellectual capital to help expand their competitive position and enhance their ability to better serve clients.
Most important, this institutional advantage does not diminish the advantages of our entrepreneurial independence.
To contact Buddy: