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About Us
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Partners Advantage Insurance Services, Inc., and MAXX Financial Partners, LLC, merged on October 1st, 2007, creating one of the largest, most comprehensive Insurance Marketing Organizations in the United States. The completion of this merger formed a new company, Partners Advantage Insurance Services, LLC. (PAIS). The merger combines two of the fastest growing insurance organizations in the United States. PAIS is a leading financial services wholesaler providing a complete offering of insurance based products and employs over 50 people in four state. PAIS employs 30 at its headquarters in Fargo, North Dakota, and 20 people in Colton, California. PAIS also has affiliated partner offices in 9 states. PAIS 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.
PAIS has established itself as the company of choice in the wholesale insurance marketplace. Topping $30-million in life insurance premium and $255-million in annuity premium, PAIS is poised for the upcoming boom in insurance sales. “Through our carrier relationships and over 7,000 licensed life insurance agents doing business with us, we believe we have the right formula to build the most compelling insurance marketing organization for the independent financial professional,” says Partners Advantage CEO Scott Tietz. “We’re able to offer independent financial professionals a complete experience when they are looking for the best products available for their clients.” “Partners Advantage Insurance Services, LLC is the comprehensive source for independent life insurance agents, general agents, and agencies looking to become even larger agencies,” said Partners Advantage President Dan Peterson. “PAIS provides superior carrier product and service support that producers expect and need. At PAIS, we can offer insurance professional a one-of-a-kind experience.” PAIS has distribution contracts with over 40 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. Read the testimonial from RDA Financial Advisors, LLC to see what others are saying about us. Founding Partners Scott Tietz, CLU Partners Advantage San Bernardino, CA
Scott Tietz founded Partners Advantage in 1993 in San Bernardino, California. The office has grown to a thriving wholesale insurance agency employing 22 people. Partners Advantage works with over 3,800 agents across the country including Mortgage Lead Producers working with a Lead Program developed by Partners Advantage.
stietz@partnersadvantage.com 944 Via Lata Colton, CA 92324 Tel: 909-254-2300 x103 Fax: 909-254-2404 
Brian Mann
Brian D. Mann is the Co-Founder and Chief Marketing Officer for Partners Advantage Insurance Services, LLC. 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 kids, Caden Michael and Brianna Victoria.
bmann@partnersadvantage.com Tel: 888-251-5525 ext. 102 Fax: 701-356-6797 
James WongSenior Vice President, Chief Information Officer Fargo, ND
I entered the insurance industry in 1999 working as a temp for an insurance and financial services firm. Upon graduating from the University of California, San Diego with a degree in economics, I pursued a career as an independent Life Agent. As the internet boom changed the way insurance information and products were delivered to the client, I focused my efforts on internet lead generation.
Working with Low Cost Financial, over 2,000 clients were added to our database primarily through internet leads. In 2004, I helped co-found Loyalty Performance Marketing, a company dedicated to providing the independent agent with superior insurance sales tools and service. The company later merged with Partners Advantage Insurance Services in 2006. As the Senior Vice President and Chief Information Officer, I have the honor of ensuring PAIS provides technology leadership and vision to independent agents, agencies, and partner offices. I also oversee the Advanced Markets Case Division that continues to experience exponential growth. With our knowledgeable team paired with the right technology, PAIS is poised to dramatically increase its reach and influence on the insurance industry. jwong@partnersadvantage.com 4733 Amber Valley Parkway Fargo, ND 58104 Tel: 888-251-5525 Fax: 701-356-5663 Jerry Cantrell Marketing Resources, Inc. Atlanta, GA
Jerry Cantrell is President of Marketing Resources, Inc., a life insurance and annuity marketing company located in Atlanta, Georgia and operating primarily in the Southeast. With over 30 years of experience in the life insurance and financial services industry, Jerry has worn many hats from agent to Field Vice President.
jmcatlanta@aol.com 4080 McGinnis Ferry Rd Ste 1201 Alpharetta, GA 30005 Tel:800-330-5801 X106 Fax: 678-352-0377 Richard Lankow CLU, ChFC Pacific Producers Financial Group, Inc. Olympia, Washington
Richard W. Lankow is a Chartered Financial Consultant and Chartered Life Underwriter that has been in the insurance business for more than 35 years. His organization, Pacific Producers Financial Group, Inc. is located in Olympia, Washington and primarily serves the states of Washington, Oregon, California, Hawaii, Idaho, and Montana.
rlankow@pacificproducers.com P.O. Box 1516 Olympia, WA 98507 Tel: 360-754-1444 Fax: 360-534-9954 360-754-7723 Mike McIntire McIntire & Associates Boston, MA
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 Webber Terrace 668 Main St Suite 9 Wilmington, MA 01887 Tel: 978-657-7011 Fax: 978-657-6165 
Carl Stern, CFPImeriti, Inc. Del Mar, CA
Carl R. Stern founded Imeriti, Incorporated in 1979. Since that time, he has built numerous marketing plans, which have resulted in over five billion dollars in business.
Carl graduated from the University of Michigan in 1956 with a Bachelor of Arts in Economics. He entered the insurance industry in 1959, starting his own agency. Carl obtained his Series 7 securities license in 1964 and by 1965 became the leading producer for a Variable Annuity Life Insurance Company. In 1967, he started wholesaling variable annuity products and was instrumental in the success of marketing variable annuities for California Western Insurance Company and Harford Variable Life Insurance Company. In 1973, Carl became Executive Vice President and Chief Operating Officer of a leading tax shelter annuity sales group. He was designated a Certified Financial Planner in 1986 and a Registered Investment Advisor in 1989. In 1989, Carl also became a stockholder in a national firm which designed, developed and took to the marketplace the first Equity Index Annuity. Currently, Carl is an instructor for various continuing education courses for financial planners. Imeriti, Inc. 445 Marine View Avenue, Suite 130 Del Mar, CA 92014 Phone 800.921.3100 Fax 858.481.5768 info@imeriti.com www.imeriti.com 
Brad Tison, CFP, CLUThe Achievement Group - "TAG" Des Moines, IA
TAG and PAIS is it... when it comes to your success! Brad Tison leads this Iowa based team focused on Partnering with Financial Institutions, agents and Independent Agent Advisors. Case Design, advanced markets know-how and relentless case management follow thru are hallmarks of TAG . TAG believes in PAIS ... that Partnering with right people is always to your Advantage!
bradtison@tagpartners.org 4515 Fleur Drive Suite 200 Des Moines, IA 50321 Tel: 515-256-6421 Toll Free: 800-604-9658 Fax: 515-953-5300 
Dan Peterson, LLIF, LUTCFFargo, ND
I have over 19 years of experience in the insurance industry. Previously, I was Chief Marketing Officer of Clarica Life Insurance Company-U.S., Fargo. There I developed sustainable top-line revenues while successfully managing long-term relationships in the Brokerage and Independent agent channels of distribution. I helped start Maxx Financial Partners, LLC in 2003 that merged with Partners Advantage in 2007.
Before that, I had also been with another life insurance company in both agent and leadership roles so I know what it takes to do the job of being a successful agent day after day. At Partners Advantage, we're passionate about providing the products, services, and tools today's independent agents need to succeed in a highly competitive marketplace. My energetic and enthusiastic team is here to help you get your clients the products they deserve with the kind of competent and friendly service you deserve! Give us a call today! dpeterson@partnersadvantage.com 4733 Amber Valley Parkway Fargo, ND 58104 Tel: 888-251-5525 
Dan Fullenkamp, CLU, ChFC, LUTCFSioux City, IA
My career in the Insurance Industry began as an Independent Life Insurance Agent and Real Estate Broker in 1980. After 4 years of personal production, I joined Freking Brokerage in a sales and marketing support roll introducing product information and sales concepts to Life & Health Producers in the Midwest. In July 1985, I was involved in the creation of Independent Brokerage Network, Inc. A company founded to provide a full portfolio of Life, Annuity, Disability and Health products to over 3,000 agents in 37 states. I served as Vice President of Sales until January of 2003 when I assumed the duties of President & COO. The company of Independent Brokerage Network, Inc. merged with Partners Advantage Insurance Services in April of 2008. As a member of the Senior Management Group, I look forward to working with this dynamic, energetic PAIS Team. It will be a privilege to provide the resources and support for Independent Agents, Agencies and Partners to become the most successful professionals in the Insurance Industry. 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 401 Douglas Ste. 100 Sioux City, IA 51102 Tel: 888-251-5525 ext. 264 
Steve Freking, CLUSioux City, IA
I joined Partners Advantage through the merger with Independent Brokerage Network in April of 2008. I am Sales Vice President focusing on expanding the health division here at Partners. Our suite of long term care, disability income, and health products is fabulous and we have the team to help you grow your business! Prior to joining PAIS, I was Director of Marketing for IBN for 10 years. I am a graduate of Drake University with a degree in Actuarial Science, receiving my Associate designation from the Society of Actuaries in 1992. To help you grow your LTC or DI practice, be sure to call me today! 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 401 Douglas Ste. 100 Sioux City, IA 51102 Tel: 888-251-5525 ext. 267 
Kevin Gotto, CPASioux City, IA
I joined Partners Advantage through the merger with Independent Brokerage Network in April of 2008. I am a Sales Vice President and the OSJ Principal for ING Financial Partners* here at PAIS. Prior to that, I spent 22 years as CFO of IBN and worked closely with all of IBN’s field force on commissions, marketing, and case placement. I am an Iowa State University graduate and have my MBA from the University of South Dakota. I look forward to growing the securities business at PAIS along with supporting the growth of our former IBN business. If you are interested in working with an industry leader poised for tremendous growth, please give me a call today. *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 401 Douglas Ste. 100 Sioux City, IA 51102 Tel: 888-251-5525 ext. 266 
Brian SchneierImeriti, Inc. Del Mar, CA
In 1996, I began my career in the insurance industry. My path began as I enjoyed working as an independent insurance agent. After a few years, I joined the fastest growing web-based sports portal, Active.com and became a Regional Sales Manager and Business Development Specialist. Hungry to start my own company, I founded Low Cost Financial. One year later, we became one of the largest providers of Internet Life Insurance, with over 2,000 clients.
Later, I helped co-found Loyalty Performance Marketing, an independent insurance based wholesaler in Temecula, CA. Our rapid growth soon brought together our merger with Partners Advantage Insurance Services. Serving as the Vice President of Sales and Marketing, I successfully accomplished our goals of doubling our sales in a single year and expanding our client base across the country. After nearly two years working with Partners Advantage, I joined Imeriti, Inc. in September 2008 as the President. bschneier@imeriti.com 445 Marine View Avenue, Suite 130 Del Mar, CA 92014 Tel: 800-921-3100 Fax: 858-481-5768 www.imeriti.com 
Kyle Mann
Kyle Mann has joined Partners Advantage as the Vice President of Annuity Sales. Previous to First Choice Financial and PAIS merging, Kyle was the Vice President of FCF for the last 7 years. He attended Brigham Young University in Provo, UT where he studied Chemical Engineering, but once out of school decided that the insurance business was the place for him. During his time at BYU, he took a 2 year break to go to Argentina to be a missionary for his church and through that experience became fluent in Spanish. Due to that, Kyle works with many of our Spanish speaking agents. The excitement of working with agents and helping them grow their business drives him every day. Kyle has recently moved to Fargo, ND to join the Partners Advantage team there. Kyle enjoys all things sports and spending time with his wife, son, and their two dogs.
kmann@partnersadvantage.com Tel: 888-251-5525 ext. 249 Fax: 701-356-6759 Testimonial I've been working with a great partner that serves as my independent insurance brokerage firm called Partners Advantage Insurance Services, LLC. In my day-to-day business (and I assume in a majority of other RIA businesses around the country), I develop financial plans for my clients. More often than not, there is an insurance need to fulfill for them, which can represent a significant supplemental revenue stream to complement my management fees. Rather than turning the business away or going through the pain of forming my own agency, I chose to partner with Partners Advantage. As a firm, they are licensed in all 50 states and have producing agents/advisors in each of those states. They offer insurance products that I can write through any of 46 companies. Several times, by utilizing their services, I have been able to find significantly lower premium products without sacrificing quality of insurance companies when writing UL, DI, LTC, and term life cases through their firm. Partners Advantage is web-integrated, and most of their business can be conducted online. Quotes, proposals, case status, company appointment information, forms for writing insurance, and other essential services are all available through their website at www.partnersadvantage.com. Partners Advantage adds tremendous value to my RIA, and I feel they could enhance the value of other businesses which operate similar to my own. Sincerely, Ross Almlie RDA Financial Advisors, LLC 4340 18th Ave. SW Fargo, ND 58103 www.rdafinancial.com |
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