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Showing posts with label Compliance and suitability. Show all posts
Showing posts with label Compliance and suitability. Show all posts

Monday, April 18, 2016

Patrick Amaya Joins Partners Advantage as General Counsel

Riverside, CA (April 18, 2016) – Partners Advantage President James Wong announced the appointment of Patrick Amaya as General Counsel. In this position, Amaya will serve as the company's in-house legal counsel and will direct its compliance and suitability office.  His office will also provide regulatory and compliance educational programs for the company's employees and distribution network.

"In light of a continually changing and growing regulatory environment, Partners Advantage has made the strategic decision to add an in-house general counsel to enable us to be on the front edge of legal and regulatory matters," Wong stated.

Most recently, Amaya served as compliance manager at Pacific Life Insurance Company. He brings experience working in similar capacities at several other financial companies, including Merrill Lynch, MetLife and WAMU Investments. He also spent several years as a financial advisor with Morgan Stanley and Wells Fargo Investments.

Amaya is a licensed attorney and member of the California Bar. He earned his Juris Doctorate at Western State College of Law in Fullerton, CA. and also holds a bachelor's degree in business administration. He previously maintained the following licenses: FINRA Series 7, 66, 24, 4, 53, 31 and California Life and Disability.


About Partners Advantage Insurance Services
Partners Advantage Insurance Services, LLC, is among the top national insurance marketing organizations in the country with 70 associates located in offices across the United States. The company's Advantage Division is a one-stop brokerage for licensed agents and agencies throughout the United States who sell annuities, life insurance and linked benefit products. The company's Platinum and Premier Divisions work to enhance insurance marketing organizations and agencies throughout the country. The corporate headquarters for Partners Advantage is located in Riverside, CA. Regional offices are located in Huntington Beach, CA, Palm Beach, FL, Sioux City, IA, Ada, MN, Florham Park, NJ, Houston, TX and Henderson, NV. For more information about Partners Advantage, visit www.PartnersAdvantage.com.


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Tuesday, March 22, 2016

Insurance Marketing Organizations Thrive with Business Growth Services

FOR IMMEDIATE RELEASE 

Riverside, CA (March 22, 2016) – As a result of the continued success of services offered to agencies and marketing organizations, Partners Advantage Insurance Services announced the addition of its enhanced "Business Growth Services" which will be made available throughout its Platinum and Premier divisions.

Partners Advantage has assembled a vast array of shared services to help agencies gain access to resources which help achieve agency growth and efficiencies, including: 
  • In-house underwriting team
  • Advanced markets consultants
  • Compliance and suitability
  • Ongoing sales training
  • Consumer-ready sales materials
  • Recruiting lists
  • Marketer training
  • Case management and problem resolution
  • Commissions processing
  • Technology solutions
  • Business development, reporting and operations insights
  • Access to a Registered Investment Advisory (RIA) firm and broker-dealers 
The company's Premier model offers opportunities to gain an infusion of capital in agencies and/or build succession plans.

Partners Advantage Insurance Services, LLC, is one of the nation’s largest independent, national insurance marketing organizations, working with agents, agencies, and financial institutions. In 2015, sales at Partners Advantage spanned $1.3 billion in annuity business and $57 million in life insurance business. It is a privately held company led by CEO Scott Tietz, CLU®, and President James Wong. Additionally, Senior Vice President, Charlie Gipple, CLU®, ChFC® oversees the Partners Advantage Sales and Marketing team which includes the broker-dealer distribution.

"The focus is on creating “Causation of Sales” for marketing organizations that choose to work with us," stated Gipple. "From understanding subtle nuances between carriers to complex advanced markets cases, we can help agencies leverage our resources to achieve greater success."

The company's Great 8 Index Sales Boot Camp will visit more than 20 major cities by the end of this year. For more information, contact Partners Advantage at 888-251-5525, Ext. 700, or visit this page online. http://ow.ly/Y01Ks

About Partners Advantage Insurance Services
Partners Advantage Insurance Services, LLC, is among the top national insurance marketing organizations in the country with 70 associates located in offices across the United States. The company's Advantage Division is a one-stop brokerage for licensed agents and agencies throughout the United States who sell annuities and life insurance. The company's Platinum and Premier Divisions work to enhance insurance marketing organizations and agencies throughout the country. The corporate headquarters for Partners Advantage is located in Riverside, CA. Regional offices are located in Huntington Beach, CA, Palm Beach, FL, Sioux City, IA, Ada, MN, Florham Park, NJ and Henderson, NV. For more information about Partners Advantage, visit www.PartnersAdvantage.com.


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