Partners Advantage Insurance Services, LLC, is an independent, national insurance marketing organization. A privately held company led by CEO Scott Tietz, CLU, and President James Wong, Partners Advantage Insurance Services celebrated its 20th anniversary in 2013. With 70 associates located in offices across the country, our staff is available by phone 12 hours each business day from 7AM to 7PM CT. Our sales, contracting and licensing, and new business teams are complemented by our special services teams, which include:
- In-House Underwriting Team
- Compliance and Suitability Team
- Advanced Markets Consultant
We also offer access to relationships for financial professionals and agencies seeking a Registered Investment Advisory (RIA) firm or broker-dealer association.
So how do we "make growing business easy"? We accomplish this with our cutting-edge sales technology, vast experience and expansive growth via mergers and acquisitions; providing new growth opportunities within the industry; and our training and education first philosophy. We put what we've learned from our many years in the financial services industry to work helping financial professionals, agencies and our national accounts to innovate, expand and thrive.
The corporate headquarters for Partners Advantage is located in Riverside, CA. Our regional offices are located in Huntington Beach, CA, Palm Beach, FL, Sioux City, IA, Ada, MN, Florham Park, NJ and Henderson, NV.
Mission, Vision and Core Values
At Partners Advantage, our MISSION is to deliver solutions and opportunities for financial professionals to succeed with the highest standard of integrity. Working with dedicated financial professionals, we strive to achieve our VISION of keeping American families protected and secured.
- Striving for excellent communication with our teammates and customers
- Courage to say and do the right thing
- Deep appreciation for our customers