Partners Square Consulting, Llc
Financial Service
Why pick this one
Partners Square offers term, universal, whole life, and long-term care insurance with carrier comparison and underwriting support for families and business owners.
Best for
- Families needing term or permanent life insurance
- Retirees and pre-retirees planning retirement income and long-term care coverage
- Business owners needing key person, buy-sell, succession, or executive compensation planning
- Clients with complex underwriting circumstances
- Financial advisors and agencies seeking advanced markets and life insurance case-management support
Look elsewhere if
- Customers seeking auto, homeowners, or general property and casualty insurance
- Customers seeking only basic banking or investment account services
Specialties
- Term life insurance
- Universal life insurance
- Indexed universal life insurance
- Whole life insurance
- Long-term care insurance
- Disability income insurance
- Simplified issue life insurance
- Life settlements
- Risk-impaired underwriting
- Business succession and buy-sell planning
- Estate planning
- Executive compensation
- Key person planning
- Premium finance
- Wealth transfer
What makes them different
- Access to multiple insurance carriers and the ability to shop rates
- Application and underwriting advocacy with ongoing carrier contact
- Offers advanced markets strategy, operations, support, and technology to advisors, agencies, banks, and registered investment advisory firms
- Reviews insurance offers and seeks a better offer through its marketplace when appropriate
- Provides life insurance and long-term care solutions for individuals, families, retirees, pre-retirees, and business owners
- Response time
- Some cases may qualify for an expedited and simplified underwriting process.
Distilled from this business's own website.
Contact & Location
- Address
- 1612 Military Cutoff Rd Ste 305, Wilmington, NC 28403-5743
- Website
- https://www.partnerssquare.com
- Info@PartnersSquare.com
Services
- Life insurance brokerage
- Long-term care insurance
- Disability income insurance
- Annuities
- Advanced financial planning
- Retirement income planning
- Tax consulting
- Business succession planning
- Estate planning
- Insurance underwriting support
- Advanced markets support for financial advisors and agencies