Professional Partners Program
Partnervest and Paradigm Insurance Marketing Services are proud to offer the following specialized services to help tax professionals build a book of business:
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Pre-Licensing Continuing Education
Carrier Appointment
Continuing Education
- Preferred pricing on California Department of Insurance 52-Hour Pre-Licensing Course
- Registration test date assistance with California Department of Insurance
- Appointment services with top life, health, annuity and long-term care insurance carriers
- LTC-2004 and California Partnership continuing education certification training
- Product orientation
- Advanced markets training
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Top Insurance Carriers
On-Going Agent & CPA Continuing Education
Tax Professional Service Menu
- Life, annuity, health and long-term care insurance products from the top insurance carriers in the industry
- Economic Impact Modeling Software™ training
- Continuing education offerings for your insurance license and other professional requirements
- Partner with allied professionals to offer your clients the best insurance advice, elder law and estate planning
- On-line term life and medical insurance quoting service, forms on-line, and more
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Broker Dealer Services Offered By:
Partnervest Securities Inc.
- Investment advisor Mentoring Program
- Independent unbiased service and product platform
- Registration & licensing support services
- Investment, Retirement, Estate & Business Succession planning solutions
- In-house Advanced Advice Service Team
- 24/7 online access for Advisors and their Clients
- STAR™ Asset Management Program
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