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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Education That Causes Sales and CE Coming to the Midwest and Southeast

The Partners Advantage Great 8 Boot Camps are coming to:
Omaha - August 23
Des Moines - August 24
Chicago - August 25
Minneapolis - August 26

These full-day workshops will focus on education to expand your knowledge and fuel your sales success, including:

• Proven strategies in selling indexed universal life insurance
• Consumer study group language that works
• Your smart solution for legacy assets
• The asset-based LTC opportunity
• Case studies and sales ideas

Then in September we are headed to:
Atlanta, GA - September 13
Charlotte, NC - September 14
Orlando, FL - September 15

Attendees will receive a WebCE® Voucher good for one complimentary CE Course!*
(Good for up to 15 hours of CE credit, depending on the course selected.)

Led by nationally recognized indexed product educator Charlie Gipple CLU®, ChFC®, the workshops focus on "Education That Causes Sales." Walk away with techniques and information you can immediately implement!

LEARN MORE HERE.

The event is open to licensed financial professionals and hosted by Partners Advantage.

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

*This voucher is good for one (1) complimentary CE course. Not available for some specialty courses or packages. This voucher includes the course material, exam, grading the exam, certificate of completion and state reporting, where required. Additional charges for paper materials, shipping, and state filing fees may apply. The course and exam must be completed within 12 months of course selection. Some states limit the number of CE hours that may be taken through self-study or correspondence. Be sure to check your state requirements before ordering.

The testimonials may not be representative of the experience of other financial professionals and are not a guarantee of future success. The financial professionals who provided these testimonials did not receive any compensation for providing these comments.

The third party information and opinions included in these presentations have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Although we may promote and/or recommend the services offered by these companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.

Tuition fee for each Great 8 Boot Camp attendee is $100. The fee, payable in U.S. dollars, reserves your seat. A USD $100 advance deposit per participant is fully refunded to attendees who are present for the entirety of the meeting. The tuition is payable to Partners Advantage on or before the first day of the Great 8 Boot Camp and can be made via acceptable credit cards for tuition payments (VISA, MasterCard, American Express, Discover). 24-hour notice must be given prior to event for full refund. The manner of reimbursement will generally coincide with the manner in which the tuition was paid within a reasonable amount of time following the event when attendance can be validated.

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