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.

46464

Charlie Gipple to Speak at the 2016 MDRT® Top of the Table

FOR IMMEDIATE RELEASE

Charlie Gipple to Speak at the 2016 MDRT® Top of the Table

Riverside, CA (August 2, 2016) – Partners Advantage is pleased to announce its Senior Vice President for Sales and Marketing Charlie Gipple, CLU, ChFC, will be a speaker at MDRT's Top of the Table annual meeting. This year's conference will be hosted in Quebec City, Quebec, Canada, Sept. 21-24.

Gipple will be addressing the "Seven Secrets to Effective Communication" on Sept. 22, during the event's Ten X Talks at the Top segment. His presentation provides insights on how to improve presentation, public speaking, storytelling and influencing skills. 

"I am honored to be part of the distinguished program at the 2016 Top of the Table event," stated Gipple. "This is an extraordinary event that brings together some of the best in the business and helps them to become better."

Gipple is a specialist in index products, financial markets, financial legislation, behavioral finance and the positioning of insurance products. He is well-known in the industry as a keynote speaker on these topics. At Partners Advantage, he manages all sales, marketing, recruiting, agent training and sales support activities across all company segments driving a focus on Education That Causes Sales.

As an index product thought leader, Gipple regularly authors articles about index universal life insurance and index annuity products. His expertise has been featured in Broker World, LifeHealthPro, InvestmentNews, Financial Advisor, Insurance News Net, National Underwriter and numerous other media outlets. He has also made appearances on thestreet.com and AM Best TV. Gipple joined Partners Advantage in 2015.


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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PAIS01072816

Partners Advantage Perspectives: How Our Organization is Preparing for the DOL Fiduciary Rule

By: James Wong, President
Partners Advantage Insurance Services, LLC

As it pertains to annuity business, it appears to us that life insurance only licensed agents will likely need to have one key IMO relationship. At Partners Advantage, we will likely have more select and deeper relationships with financial professionals and agencies due to the heightened risks all the way through the distribution chain. The fact that we already have well-trained compliance/suitability structure in place and a general counsel on our senior management team will be a benefit. We plan to increase staffing in this area  to adhere to regulations and support our distribution network. We anticipate IMOs will need to be structured more like a broker-dealer in the future, having additional reviews, checkpoints and monitoring (while continuing to offer professional development, marketing support and sales training).

We are having many conversations with our key carriers and they are looking to provide enhanced solutions within their core distribution. Having equity ownership in an RIA over many years has been beneficial for our organization and it may also be a part of the solution as we move forward.

Life insurance has been and will continue to be a key part of our business moving forward. We see the protection story becoming even more relevant in the future. Our structure and large staff enables us to also help other organizations expand and diversify their offerings through life insurance. Our track record of providing knowledgeable in-house underwriting and advanced markets experience will be the focal point. In a world of compressed margins and more oversight, we hope to capitalize on technology to help agencies and agents streamline the process and create a better customer buying experience.

We look forward to continuing to grow our business through our support of independent insurance professionals and agencies such that together we can meet the needs within our industry.



For financial professional use only.  Not for use with the public.

59337

FOR IMMEDIATE RELEASE

Charlie Gipple to Speak at the 2016 MDRT^® Top of the Table

Riverside, CA (August 2, 2016) – Partners Advantage is pleased to announce its Senior Vice President for Sales and Marketing Charlie Gipple, CLU, ChFC, will be a speaker at MDRT's Top of the Table annual meeting. This year's conference will be hosted in Quebec City, Quebec, Canada, Sept. 21-24.

Gipple will be addressing the "Seven Secrets to Effective Communication" on Sept. 22, during the event's Ten X Talks at the Top segment. His presentation provides insights on how to improve presentation, public speaking, storytelling and influencing skills.

"I am honored to be part of the distinguished program at the 2016 Top of the Table event," stated Gipple. "This is an extraordinary event that brings together some of the best in the business and helps them to become better."

Gipple is a specialist in index products, financial markets, financial legislation, behavioral finance and the positioning of insurance products. He is well-known in the industry as a keynote speaker on these topics. At Partners Advantage, he manages all sales, marketing, recruiting, agent training and sales support activities across all company segments driving a focus on Education That Causes Sales.

As an index product thought leader, Gipple regularly authors articles about index universal life insurance and index annuity products. His expertise has been featured in Broker World, LifeHealthPro, InvestmentNews, Financial Advisor, Insurance News Net, National Underwriter and numerous other media outlets. He has also made appearances on thestreet.com and AM Best TV. Gipple joined Partners Advantage in 2015.

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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PAIS01072816