Our PartnersPartners Advantage Insurance Services is a one-stop shop for all your Life, Annuity, and Health (LTC, DI, CI and Medicare Supplement) business. We are a leader in the Advanced Life Case Marketplace and offer insurance professionals a one-of-a-kind, white glove experience. Our brand and tagline focuses on the ADVANTAGES that Partners Advantage has to offer you and the fact that we are leading our agents and the industry into the future with:
Although we have a new brand our commitment to you remains the same…Everything at Partners Advantage begins and ends with our producers’ best interests in mind – building loyalty and profitable customer relationships. Experience the Advantage. Our dedicated team of 80 associates in offices throughout the U.S. will work harder for you and your business than anyone in the industry! Partners Advantage works with independent insurance agents, financial advisors, broker dealers, and banks in all 50 states. Insurance representatives have a centralized home which brings together all the necessary tools available in the insurance marketplace and a new level of white glove customer service. “We’re able to offer independent financial professionals a complete experience when they are looking for the best products available for their clients,” says Partners Advantage CEO Scott Tietz. Partners Advantage has distribution contracts with 50 major Life Insurance companies in the United States. The company specialized in developing product and new proprietary insurance based programs that continue the cutting edge experience agents expect. As one of the insurance industry’s top independent marketing organizations, Partners Advantage Insurance Services, LLC is poised to forever change the way agents work in today’s insurance industry.
Founding Partners Scott Tietz, CLU
Scott Tietz joined the insurance industry in 1982 and opened Partners Advantage Insurance Services in 1993. Prior to the formation of PAIS, he worked as an Agent, Sales Manager, Home Office Regional, and General Manager. Through these experiences, Scott has piloted PAIS to be one of the most successful insurance marketing companies offering the total platform for Insurance Professionals to grow their businesses and agencies. stietz@partnersadvantage.com
Brian D. Mann
In 1997, Brian founded First Choice Financial (FCF), and led the company as its Chairman and Chief Executive Officer for over a decade prior to merging FCF with Partners Advantage in May of 2008. The combined company of Partners Advantage and FCF now proudly serves as a one-stop shop to over 20,000 independent insurance agents, financial planners, and broker-dealers. Brian has continued to build his personal practice well into the Top of the Table production levels. He is a licensed insurance agent and holds several securities licenses. He enjoys sharing the knowledge and success he has gained from his own experiences with others. He has invested hundreds of hours providing practice management coaching and mentoring to independent agents throughout the country. Brian and the entire staff at Partners Advantage are focused on providing producers with an unforgettable service experience, effective tools and valuable resources to assist in the growth of their business. Brian is the co-author of Chicken Soup for the Financial Advisor’s Soul and Chicken Soup for Every Retiree’s Soul. He attended Utah State University. He loves to play golf, exercise, read, travel, and spend quality time with his family which includes his wife Heidi and their two children. bmann@partnersadvantage.com
James Wong
jwong@partnersadvantage.com
Jerry Cantrell
jmcatlanta@aol.com
Mike McIntire Mike McIntire has been in the insurance business since 1977. He founded McIntire & Associates in 1992 as an independent marketing organization located in Wilmington, Massachusetts. Mike's key to running a flourishing business is to build strong relationships with agents, thereby helping them to become more successful and run an effective business the old-fashioned way: with a personal touch! Mick1213@aol.com
Brad Tison, CFP, CLU
bradtison@tagpartners.org
Dan Peterson, LLIF, LUTCF
On May 1, 2003 he helped start Maxx Financial Partners, LLC from scratch and is one of the founding Partners. In October of 2007, Maxx Financial and Partners Advantage merged. Peterson served as President and CEO of Maxx Financial Partners from 2003 through 2007 and President of Partners from 2007 through 2008. Peterson studied Business Administration at Liberty University in Lynchburg, VA. He has received the LUTCF designation through the American College and the LLIF designation through LIMRA and Babson College. Peterson has been married to his wife Annette for 20 years and they have two young boys, Jordan and Jesse, ages 7 and 5. They reside in Fargo, ND and enjoy their lake cabin in Minnesota. Dan also is a tournament walleye fisherman and an avid hunter. dpeterson@partnersadvantage.com
Dan Fullenkamp, CLU, LUTCF
Registered Representative of and Securities offered through ING Financial Partners Member SIPC. Partners Advantage is not a subsidiary nor controlled by ING Financial Partners. dfullenkamp@partnersadvantage.com
Steve Freking, CLU
Registered Representative of and Securities offered through ING Financial Partners Member SIPC. Partners Advantage is not a subsidiary nor controlled by ING Financial Partners. sfreking@partnersadvantage.com
Kevin Gotto, CPA
*Securities and Investment Advisory Services offered through ING Financial Partners Member SIPC. Partners Advantage is not a subsidiary nor controlled by ING Financial Partners. kgotto@partnersadvantage.com
Kyle Mann
kmann@partnersadvantage.com
Jim Lehmann
Partners Advantage Senior Vice President Costa Mesa, CA
jlehmann@partnersadvantage.com
Dan Tucker, LTCP
Partners Advantage Palm Beach, FL
dtucker@partnersadvantage.com
Bruce Wing
Partners Advantage Chief Distribution Officer Colton, CA
Bruce Wing, CLU, ChFC, joined their leadership team at Partners Advantage in 2011. Wing has more than 20 years experience in the life insurance and financial services industry. He has been a member of the leadership team at several insurance companies including Transamerica, Jackson National and Old Mutual Financial Network. He is an expert on life insurance products and is a popular speaker on their use in personal, business and estate tax planning. bwing@partnersadvantage.com
Nate Bergland
USAdvisors Insurance Agency, LLC Eden Prairie, MN
David Hubbard
Exemplar Financial Network Crystal Lake, IL
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Exceptional Experience with the Advanced Case Market 
After serving at the helm of his own IMO for many years, Jim Lehmann merged his company with Partners Advantage in 2011 and joined the executive management team at Partners Advantage as a Senior Vice President. He currently heads up the Direct Division
I am excited to be part of the Partners Advantage team in North Palm Beach, Florida. I first started my career in the insurance industry more than 20 years ago as an independent agent and later expanded my expertise to Life, Disability, and Annuities. Additionally, I became certified as a Long Term Care Planner. Through these unique and varied experiences, I came to respect the daily challenges each independent agent faces, further equipping me to assist you with your every need. I think of myself as a problem solver, and love to work with agents who bring me a prospect so that I can match them with the companies and products that best suit their needs. I look forward to assisting you and showing you exactly how Partners Advantage makes life easy