As a Professional Services Firm, you want to meet all of your customer’s financial needs. Brookfield Insurance Partners Strategic Alliances Program can help you do just that by providing access to our portfolio of products, along with a local insurance professional, who has the experience and expertise with our products to fully service and support your clients.

Through our Strategic Alliance Model, your firm will be able to offer Life, Disability, Long Term Care and Health Insurance Products through a wide array of insurance carriers.

Our Model differentiates itself from similar models in the marketplace due to:

  • Proprietary software program built to strategically analyze tax data to uncover insurance planning needs and opportunities.
  • The Alliance enables you to leverage the time and talent of an experienced independent insurance professional to build and grow your insurance business.
  • Unique focus on retirement distribution and wealth protection planning.
  • Practice management consultation to assist the Firm in building an insurance planning practice with transferable enterprise value.
  • On-going focused education and training to promote insurance services in the Firm.
  • Advanced Case Design team to assist with complex estate and business planning needs.

Through our Strategic Alliance Program, it is not necessary that the member be licensed. For more information, please contact: brad@brookfieldpartners.com

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