You know it’s not a product that makes the sale. Instead, it’s providing your clients with the financial strategies to meet their needs. The staff at Partners Advantage provides you with case design insights to help you select the right product to meet your client’s needs.
Superior Case Design
Our staff can help you match sales concepts with products that will help you make the sale. Plus, our advanced market and case design expertise will help you put all the pieces in place before you meet with your clients. We pair up great carriers and products with top-level experience to increase your sales:
- Phone assistance available 12 hours each business day
- Experienced Underwriting Team to increase your placed cases
- Ongoing training and exclusive sales tools
- Discounted E&O insurance
- Powerful online tools on our agent access website
- Case design expertise
Request an illustration now.
Partners Advantage - A Gallagher Company; 1825 Chicago Ave, Suite 240 Riverside, CA 92507. For Financial Professional Use Only. Not for use in solicitation or advertising to the public.
This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances.
©Copyright 2019 Partners Advantage - A Gallagher Company
Please note that third party information and opinions included in this website 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.
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