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

Navigating Retirement Pitfalls

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Timing Your Retirement

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.