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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National Annuity Awareness Month

Annuity Sales Continue to Climb, but Many Consumers Still Haven't Heard About Them!

The sales of fixed annuities continue to climb. In the LIMRA Secure Retirement Institute’s fourth quarter U.S. Individual Annuities Sales Survey, it also showed that fixed indexed annuities were up 32 percent at $16.1 billion.¹

Why are people choosing fixed indexed annuities to meet their long-term goals and retirement needs? Why are annuity sales continuing to grow each quarter?

Fixed indexed annuities bring interest to some consumers because they include:

• Opportunity for tax-deferred growth
• Guaranteed* lifetime income
• Protection of premium from potential market downturns
• Built-in Flexibility
• Growth accumulation 

Some consumers are interested in fixed indexed annuities because of these product features. It can provide useful benefits for people and offer protections against the different risks that could potentially deplete future savings. Financial professionals are also providing more education and awareness to clients so they are aware of what could happen to their principal if another market downturn took place.

As more people become aware of fixed indexed annuities, it gives financial professionals the  opportunity to share details about the products. It shows the importance of being transparent and ethical. Clients need to be aware of all fees, interest, and guaranteed* income payments from the start.

When this is done, it becomes easier to maintain a happy annuity base and continue to increase satisfied annuity clients. They are happy because informed retirement decisions are being made.

Partners Advantage has a library of consumer-ready articles, videos and resources you can use to educate your clients during
National Annuity Awareness Month and beyond.

Click HERE to Request National Annuity Awareness Month Information

Call the Partners Advantage Annuity Brokerage Team for complete assistance and access to resources:

888-251-5525, Ext. 709.

Partners Advantage is a Premier Partner of NAFA - The National Association for Fixed Annuities, which has pronounced June National Annuity Awareness Month.

¹“LIMRA Secure Retirement Institute: Indexed Annuities Break Quarterly and Annual Sales Records,” http://www.limra.com/Posts/PR/News_Releases/LIMRA_Secure_Retirement_Institute__Indexed_Annuities_Break_Quarterly_and_Annual_Sales_Records.aspx, last accessed 3/21/16

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH CONSUMERS.

*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank of the FDIC.  A fixed indexed annuity can provide annuitization as a means to provide retirement income payments. An alternative option to annuitization could be the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.

Tax-deferred interest accumulation offers no additional value if the annuity is used to fund an IRA under current tax law; additionally, tax deferral may not be available if the owner of the annuity is not a natural person such as a corporation or certain types of trusts.

Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and the reassurance of a death benefit for beneficiaries. Please note that in order to provide a recommendation to a client about the transfer of funds from an investment product to a fixed insurance or annuity, you must hold the proper securities registration and be currently affiliated with a broker/dealer.  If you are unsure whether or not the information you are providing to a client represents general guidance or a specific recommendation to liquidate a security, please contact the individual state securities department in the states in which you conduct business.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Encourage your clients to consult their tax advisor or attorney.

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Partners Advantage is Committed to Best in Class Service for the agents and agencies we serve across the country

Here's a few examples on how We Make Growing Business Easy^SM

I have had the opportunity to work with numerous underwriters, over the 28 years I have been in business, however, very rarely have I had the privilege of working with someone that caliber, that sets high standards, like your employee, Ryann. Not only is she "AVAILABLE and WILLING" to help in each and every case...her knowledge is ever-expanding to look for ways to help us, as agents in every way. It use to be, when I heard a complex case, or serious medical history of a prospect. I moved on to the next client, however, thanks to Partners Advantage having Ryann at my side, I now have the tools I need to go that extra mile, and underwrite every case...resulting in BETTER SERVICE and MORE INCOME for our agency.

Michael is fantastic! He goes above and beyond in dealing with my complicated cases/agents. He is extremely helpful and always replies in a timely manner. Even if he doesn't have an answer right then, he lets me know he's working on it, what he's done so far to get an answer, and what he plans to do. He is just SO great! I love working with him.

As a new agent some of my issues have been very simple things that I should have known. I appreciate that Cynthia has never made me feel like a burden but she has always seemed happy to assist!

I am very surprised to have a representative that is not only knowledgeable but she provided me with superior customer service. Customer service is a difficult service to find in any industry nowadays. Thank you for hiring professionals that care and are interested in helping. Hopefully this is a reflection of management's ability to take care of their employees.

By far RyAnn has been the best resource I've experienced at Partners Advantage. She goes above and beyond the scope of a typical underwriter or case manager in assisting us in capturing sales. Thanks for making her available to us.

I have only dealt with Cathy via email. She is quick to respond to any question, and provides a solution and also continues to follow up with my cases. With Cathy on my case, I know she will diligently monitor it with the carrier and correspond with me quickly.

What a pleasure to interact with Shari who is so professional, cordial and thorough. She is and will continue to be a credit to the Partners Advantage team.

Angela has always been so much help for us. Whenever we have any questions, or issues she has been a huge help. I cannot say enough about how helpful she is - thank you.

We look forward to providing you "best in class" service on your next case. Please contact the Partners Advantage Brokerage Team at:

888-251- 5525, Ext. 700.

Those providing testimonials were not provided any remuneration for their comments.

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How can Linked Benefit products help address multiple client objections?

Recent research shows that there is a huge opportunity for you to strengthen client relationships and bolster your revenue with asset-based LTC products.

Join three industry leaders for a complimentary webinar on 

Tuesday, May 24 
11 AM PDT, 12 PM MDT, 1 PM CDT, 2 PM EDT

to discover everything you need to know, including...

• Exactly how to overcome the "Why should I pay for something I may not need?" objection
• 6 ways your business will benefit by offering asset-based LTC
• How asset-based LTC products are right in your wheelhouse and truly meet your clients' needs
• 5 ways to overcome the most common LTC client objections

...and those are just the highlights

Webinar attendees will receive our complimentary whitepaper The Valuable Retirement Tool That's Often Overlooked.

REGISTER NOW

Contact the Partners Advantage Brokerage Team to get appointed with our competitive carriers in the linked benefits, annuity, and life insurance market space:

888-251-5525, Ext. 700

This webinar is designed to provide general information on the subjects covered. It is not, however,intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote,market,or recommend any tax plan or arrangement. Please note that Partners Advantage and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.

The views of the presenters are those of the speakers and not necessarily those of Partners Advantage Insurance Services. Please note that the information and opinions shared are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage.

OneAmerica is the marketing name for the State Life Insurance Company® [State Life].

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