Life Insurance

Retiring is easy, but staying retired is difficult. We specialize in making sure your clients stay retired.

Working With Us Means Making Your Practice Better

Strategic Partners, Inc. is a proven leader in the marketing, distribution, and servicing of life insurance. We have developed a multi-carrier platform of top-rated carriers that offer exceptional value to our advisors and their clients.

Personal & Family Applications

Evaluate competitiveness of active insurance policies

Establish and fund estate plans that preemptively anticipate 2026 legislative changes

Safeguard wealth with tax-efficient planning

Optimize required minimum distribution and wealth transfer strategies

Protect generational liquidity

Explore flexible long-term care alternatives and safeguard advisory assets

Business Applications

Retain Key-Employees

Build tax-advantaged and executive bonuses for your clients (and yourself)

Ensure business continuity with protection from loss of owner or other business interruptions, or creation of succession plans for future generations

Help owners retire or establish a self-funded retirement, separate from the business

Equalize estate in the event not all children follow in parent's footsteps

Support spouses in the event business owners pass

Leverage life insurance for retirement protection.

Our goal at Strategic Partners, Inc is to show you how you can leverage the asset of life insurance to help your clients enjoy amazing retirements by improving their overall financial position while driving more revenue to your practice. Though the main purpose of life insurance is to provide a tax-free death benefit, life insurance offers so much more!

User our product expertise to offer clients better solutions.

We equip you with incredibly unique tax-advantaged strategies and tools. Through comprehensive training, ongoing coaching and relentless support, you’re able to tap into these solutions and offer client’s what they really want and need. That is, more control, predictability and flexibility to shape the life and legacy they’ve worked so hard to build.

We’ve got your back with full service help and support.

We understand the value of support, case design and sales ideas that can grow your practice. Our insight translates into bigger sales and better business.

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.

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