Life Insurance/Estate Planning

To help our customers, our firm provide you with the very best products and services, PartnersFinancial has carefully assembled a group of quality life insurance companies with diverse products and manufacturing strengths. 

One of the advantages of this core carrier relationship is the creation of dedicated resource units (DRU's) that have been designed specifically for PartnersFinancial Member Firms. This gives our member firms a direct voice in the development of products and resources for you, the client.

The insurance companies' tax, legal, and plan design experts have developed strategies to help you make informed decisions about what product to purchase. Member Firms also have access to experts in estate and charitable tax planning, and product design

Life insurance product decisions converge on two critical issues-suitability and performance. PartnersFinancial has pioneered client-friendly decision analysis with its proprietary Life Insurance Design Questionnaire and Variable Life Insurance Design Questionnaire. This allows our firm to offer you a clear understanding of the conceptual goals behind different types of policies, reducing the range of product options to those most suitable to your specific objectives. You can evaluate how different assumptions affect product performance and can develop guidelines for choosing the right product.

Other Resources

PartnersFinancial has added several other proprietary resources, such as a Underwriting Advocate and specialized technology to help you find the right insurance product.

Working with our medical director, the PartnersFinancial Underwriting Advocate can negotiate favorable underwriting offers for our clients. Each client is evaluated based upon your unique medical situation rather than how you fit into a statistical model.

Our firm adds a new dimension to our life insurance resources. With this resource, we can use WDC's specialized case design services to provide comprehensive and tactical planning to clients. This can help you minimize taxes, accumulate wealth, protect assets, manage risk, and more.

Securities and Investment Advisory Services are offered through Representatives of NFP
Securities, Inc. A Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor

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