Sell without selling.
Change the nature of your prospect and client conversations by letting your value and authority speak for itself.
We help independent financial professionals, agency owners, BGAs, and IMOs boost their value and demonstrate their expertise to create greater demand for their services.
“We chose to work with Partners Advantage because of their expertise, leadership and reputation. The most compelling element of the Partners Advantage experience is the positive revenue impact they’ve had on our business. In a rapidly evolving industry, we know we can always count on the stability and strength of their support team and their dedicated responsiveness to our needs.”
“Partners Advantage has been invaluable in helping us serve financial professionals. From advanced case design to keen underwriting guidance we appreciate the many relationships we have built. We consider Partners Advantage an extension of our team. The entire team simply makes us a better and more competitive agency in the marketplace.”
Any testimonials presented may not be representative of the experience of other financial professionals and is not a guarantee of future success. The information provided is for educational purposes only and should not be acted upon without conducting your own due diligence as it relates to third party vendors.
For financial professional use only. Not for public distribution.
Participating in this program may be dependent on various factors including but not limited to production requirement and carrier contracts placed with Partners Advantage – A Gallagher Company.
Utilizing third party vendors does not absolve a financial professional from their fiduciary or market conduct responsibilities to their clients. Financial Professionals should ensure they continue to follow the current policies and procedures of their
broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing piece in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer, insurance companies or registered investment advisory firm.