More Than Just a Partner
When you work with Strategic Partners Insurance Planning, you have access to a team of industry experts in all areas of business whose sole purpose is to help you grow your practice. Whether it’s support with product access, case design, marketing, technology, coaching, or just being a friend — we’ve got your back. We specialize in helping advisors take their practice from good to great.
Why Choose Strategic Partners
When you join forces with Strategic Partners, you gain access to a diverse range of services, all under one roof. Thirty years of industry experience has taught us the importance of relationships, and we work tirelessly to support every aspect of your business. Strategic Partners Insurance Planning (SPI) is focused on enabling advisors to serve their client’s life and annuity needs in the most efficient manner possible. SPI allows advisors access to a select group of life and annuity carriers; along with customized case design, support, and service.
Through our parent organization, Strategic Partners, Inc., we can support your practice in many other ways – advanced planning, advisory services, investment planning, marketing, and prospects. No matter how complex your practice is, we have solutions in place to support your every need.
Life Insurance
Annuities
Long-Term Care
Experience How Different Feels
Unwavering Support
Coaching & communication
Tailored Solutions
Portfolio Preservation
Enhance your clients’ retirement security by offering annuities that provide them with guaranteed lifetime income and principal protection, which reduces their longevity risk
Annuities provide your clients with tax-deferred growth opportunities, enhancing their long-term planning and retirement options
Incorporating Specially Designed Life Insurance contracts in your portfolio design can increase long-term stability and tax-efficiency of the portfolio
Our Success Is Built On Sales Leadership
Create a partnership that helps you get more out of life. Often, the biggest opportunities in your practice are the simplest ones. Our team helps you identify those opportunities, build strategies to leverage your network and close more business.
Whether through point-of-sale coaching, running complex analysis and reports, and especially helping you position against the competition,
we are here to help you win.
Let’s Take Your Business to the Next Level
Committed to extraordinary success and client experiences? Join us to access unmatched opportunities and cutting-edge tools. Elevate your practice, redefine your journey, and embrace a world of endless possibilities.