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Partners In Planning adheres strictly to its values and provides Advisors with opportunities to build their wealth and the wealth of their clients. Own an independent business: Partners In Planning believes that the best person to control an Advisor’s business is the Advisor. The firm is there for Advisors when needed, but allows Advisors to independently own, operate and control their business. Superior support: Partners fully supports Advisors in their journey to grow and maintain a successful business. Support is only a phone call or an email away. Partners’ service team consists of high-energy and experienced marketing and product specialists. The team provides research, product comparisons and advanced sales support that enables Advisors to deliver optimal solutions and meet the unique needs of their clients. Training, Education & CE Credits: Partners’ training programs are designed to help Advisors grow their business and to fully integrate products offered into an Advisor’s practice for optimum efficiency and profitability. All sessions are sales and concept driven. Regular Continuing Education (CE) Credited conference calls are accessible from anywhere in Canada. All of this and more makes Partners In Planning the National MGA Of Choice. Insurance ProductsPartners In Planning Insurance Services Inc. offers a wide array of products for its Advisors and takes a neutral approach to products and manufacturers. Advisors are never pressured into offering products that are not suitable for their clients. Partners In Planning Insurance Services Inc. has many distribution partners:
For more information about Partners In Planning insurance products, please contact Michelle Kilty, Executive Vice President, Sales & Business Development, Partners In Planning Insurance Services Inc., at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or at 1-877-867-4357 (Ext. 5402). E-Newsletter & Carrier UpdatesInsurance Advisors with Partners In Planning have access to a monthly e-newsletter, the MGA Minute, and to a weekly Carrier Update. The MGA Minute offers valuable articles focused on increasing Advisors’ business. As part of its commitment to Advisors and their practice, Partners In Planning sends Advisors a weekly email summarizing the latest insurance carrier updates. The MGA Minute and Carrier Updates help Advisors stay informed and also provide new tools that can be implemented in to their practice immediately. Secure WebsitePartners In Planning Advisors can access a secure website containing news, forms and information from corporate Head Office. This internal site delivers one-stop access to corporate and industry news, policies, manuals and forms, training & development opportunities and links to valuable online resources for Advisors. It also provides professionally written marketing and educational tools for Advisors and for Advisors’ use with their clients. Back-Office SystemWealthServ is a complete and innovative back-office solution for Partners In Planning Insurance Advisors that tracks pending and in-force life insurance and GIC business. As an Internet-based financial software solution and strategic productivity tool, WealthServ consolidates various aspects of an insurance business into a single system, and provides 24/7 access with the following features:
WealthServ does not require expensive hardware or servers for installation, nor does it require subscription to expensive server production facilities. Advisors enjoy the benefits of using WealthServ immediately after subscribing. More information is available at the WealthServ website. |