In 1987 a small group of successful independent life insurance professionals recognized the reason for their success was their ability to sit on the clients’ side of the table. They fostered a higher standard of client relationships and service responsibilities, and set a goal to align their practices with like-minded peers across the country. They founded The Partners Group, which a decade later became Partners Financial, having grown to over 100 members.
Advocacy on behalf of their clients translated into influence with life insurance institutions for product innovation and dedicated resources to solve problems unique to entrepreneurial businesses and the affluent families that own them. The PartnersFinancial culture values client-centered idea-sharing and collaborative relationships unique to the financial services industry.
As members for many years, we feel privileged to enjoy these institutional advantages while adhering to the advantages of our entrepreneurial independence.