Partner with us to generate additional revenue with minimal risk.
Life, disability, and long-term care insurance are essential tools for protecting your clients’ wealth, assets, and financial well-being. Yet, many financial services and risk management professionals choose not to make it part of their client offering because of the intricacies involved in insurance planning, Partnering with us enables you to extend this necessary service to your clients, while keeping your time, resources, and attention focused on your core business. Even better, there’s no additional cost to you or your clients.
We partner with:
Wealth Advisors
Financial Planners
Investment Managers
Property & Casualty Brokers
Health Benefits Brokers
Our strategic partnership can strengthen your business.
3P Insurance Services is a full-service outsourced protection portfolio planning resource. Acting as an extension of your business, we round out your existing offerings to include life, disability, and long-term care insurance planning. We work with the clients who you
introduce to us, creating new opportunities to support your business growth.
What we can do for you:
Unlock new revenue streams that can generate supplemental income for those who are licensed to share in commissions, potentially boosting your bottom line.*
Diversify your business with new product offerings, without you hiring employees, training staff, or implementing new systems.
Keep clients in house for their life, disability and long-term care insurance planning, instead of working with outside sources who could chip away at your strategy, and, in turn, your business.
Deepen client relationships by handling more of their asset growth and protection needs in one place, adding value and convenience.
We look out for your clients’ best interests.
One size does not fit all when it comes to Protection Portfolio Planning. That’s why we take the time to get to know your clients, assess their situation, and design a customized insurance plan that aligns with the foundation you set.
What we do for your clients:
Protect your clients’ assets, wealth, family, and lifestyle with the proper mix of life, disability, and long-term care insurance to cover against a decline in health, an inability to work, or a loss of life.
Provide specialized insurance expertise and unbiased guidance, with plain language explanations, so your clients understand the insurance plan we recommend and why we recommend it.
Ensure your clients get the exact right coverage since we have access to major carriers and can search across their policies to find the ones that fit their short-term needs and long-term goals.
Deliver the same high level of service and attention that your clients expect and receive from you, so they enjoy a unified, harmonious experience.
Why partner with 3P Insurance Services
As protection portfolio planning specialists, we’re a turnkey way for you to extend life, disability, and long-term care insurance to your clients. Everything, from front-end infrastructure to back-end processing, is already in place. We drive the operational process from initial client meetings through underwriting to policy delivery—you choose how involved you want to be. At every point along the way, we’ll serve as a trusted point of contact, for you and your clients. We recognize we’re representing you and your business, and we take that very seriously.
Plus, partnering with us gives you access to our connected professional network that can generate referrals for your business and even more resources for your clients.
