Expand and Diversify with Life Insurance

If your answer is YES, Partners Advantage would like to help! Whether you have a vast life insurance “back office” or no back office at all for life insurance, we have the infrastructure that can help you build your life insurance business. Now is an important time to diversify.

We can help you add Single Premium Life Insurance, Indexed Universal Life Insurance, Whole Life, Term and other attractive products to your stable of offerings; products which can be a strong fit for your financial professionals and their client base.

Plug into resources and experience that can allow you to bring life insurance sales and opportunities onboard now!

• Access to industry leading life insurance carriers and products
• In-house underwriting team to help place cases more quickly and smoothly
• Advanced markets specialist for complex cases
• Training and sales ideas to empower your team
• Staff support and technology to help smooth out the process

Choose from our Platinum or Premier platforms. We have options tailored to fit most agencies. If you’re looking for an enhanced business growth strategy, succession plan or considering selling your agency, we can help.

We can provide you with access to more highly sought-after carrier relationships and most of the top insurance carriers in nation. Partners Advantage has done more than $150 million in life premium and more than $3 billion in annuity premium the past three years. Your agency can benefit by leveraging the value we bring to you and by being a part of our network.

Learn More About Opportunities for Your Agency.

Contact Us at 888-251-5525

Scott Tietz, CEO, Ext. 103 • James Wong, President, Ext. 110

Charlie Gipple, Senior VP, Ext. 358

For financial professional use only. Not for use with consumers.

Indexed universal life insurance policies contain fees and expenses, including cost of insurance, administrative fees, premium loads, surrender charges and other charges or fees that will impact policy values.

Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting. Each case is individually underwritten as the severity of medical conditions varies among individuals. Formal underwriting evaluation and pricing is based on the individual characteristics of each case.

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Merging, Selling or Strategically Aligning Your General Agency: 1+1=4

Scott Tietz, CEO and Founder of Partners Advantage Insurance Services, is an industry expert on IMO and BGA mergers and acquisitions and is well known for his book, Mergers & Acquisitions 101: What All independent Marketing Organizations Need to Consider to Survive and Thrive in Today’s Changing Business Landscape.

On this special webinar Scott will share his insights on the following:

• Merger, acquisition or strategic alliance – what’s the difference and where do you start?
• What is the right type of organization to align with in today’s world?
• How to access more desirable products and carrier relationships – today.
• Bring more capital in the door to build your business.
• Valuate your company and build value for you and your stakeholders.
• Additional options to consider for your succession strategy.
• Do I sell now or do I wait for a better environment?
• Common transaction designs - share swaps, buyouts  over time and others
• Family in the business.  Is there still a reason to discuss M&A?

Select which time works best for your schedule:

Thursday, June 9 11 a.m. CT Register Here » http://bit.ly/1UWJG0G	Tuesday, June 14 4 p.m. CT Register Here » http://bit.ly/221PRBA
Wednesday, June 23 1 p.m. CT Register Here » http://bit.ly/1si5iK2	Wednesday, June 29 10 a.m. CT Register Here » http://bit.ly/1TRZXS9

Questions? Contact Scott Tietz at 888-251-5525, Ext. 103 or stietz@partnersadvantage.com

*May not be representative of the experience of all agencies.

For financial professional use only. Not for use with consumers.

This presentation is for educational purposes only. The information provided should not be construed as an offer to buy or sell a security or any ownership interest in another organization by Partners Advantage Insurance Services, LLC. An offer to buy an insurance services company or other type of business entity is made by a formal written document following a due diligence period and review of the applicable laws of the appropriate jurisdiction.

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