Broker Check

Welcome to Partners Square

Partners Square, LLC is a Life Insurance and Long Term Care retail and brokerage firm that works with clients to identify their goals and develop cost effective, prudent solutions. We also offer advanced markets support and services to help financial advisors, multi-line insurance agencies, employee benefit agencies, banks, and registered investment advisory firms maximize efficiency, boost production, and drive profit. We accomplish this with the four corners of Partners Square: strategy, operations, support, and technology.

Our carrier list includes, but is not limited to:

 

Image result for aig life insurance logo                         Assurity Life Insurance Company                     AXA Life Insurance Company           Image result for genworth insurance logo           Voya Financial

      John Hancock                   Image result for lincoln insurance logo         Met Life    Mutual Of Omaha         West Coast Life
                                                         Symetra Financial                           Image result for transamerica insurance logo
               

 

 

 

Helpful Content

Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.