Partners Program
A BROADENED SCOPE OF SERVICE AND SUPPORT
Your clients sometime look to you for recommendations and referrals beyond your expertise. By forming a strategic partnership with Financial Partners you can expand the range of services that you offer, while maintaining your independence. Building a partnership with Financial Partners can give you a competitive advantage that benefits your clients – and your business.
Our Partners Program helps us form and develop revenue-sharing strategic alliances with CPAs, attorneys and other centers of influence by providing marketing, expertise, and business planning resources.
A COMPREHENSIVE RANGE OF RESOURCES AND CAPABILITIES
Financial Partners was founded on the premise that clients are best served when their trusted advisors collaborate to provide prudent cohesive advice. Our Partners program gives you access to a whole new range of resources and capabilities, including:
ESTATE PLANNING
Tax-efficient wealth transfer
Estate liquidity needs
Estate tax reduction strategies
BUSINESS PLANNING
Corporate benefits
Business succession planning
Nonqualified deferred compensation
Key person insurance
Group retirement plans
RISK PLANNING
Life insurance programs
Income protection planning
Long-term care insurance
Disability insurance
ASSET MANAGEMENT
Investment goals and risk profile
Portfolio analysis
Personalized portfolio management