Partner Opportunities

We are currently recruiting agency partners. We offer our partners the opportunities to build and grow an agency as our agency managing partner. Our agency partners represent our financial group companies in the presentation and representation of the following solutions:

  • INSURANCE SOLUTIONS
  • Personal Lines
  • Property and Casualty
  • Business Coverages
  • Benefits
  • Life Insurance
  • HR SOLUTIONS
  • Payroll Processing
  • Comprehensive HR Solutions (PEO)
  • Benefits Management
  • HR Administration
  • ACCOUNTING SOLUTIONS
  • Outsource Accounting for Small Businesses
  • Enterprise Level Accounting Solutions
  • CFO Services and Support
  • Capital Raising and Development
  • CPA SERVICES
  • Tax Preparation and Planning
  • Audit and Attest Services
  • Consulting and Advisory Services
  • WEALTH MANAGEMENT
  • Investment Planning
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • STAFFING AND RECRUITING
  • Technology
  • Healthcare
  • Industrial