• Customer Needs:

    Premier Partners' purpose is to help customers achieve their financial goals.

  • Prospecting

    Collecting and understanding customer needs from a wide variety of sources (Insurance proposals, emails, meetings, etc.) would be presented to the client's advisors

  • Best Opinion

    Premier Partners will help the customer to choose the best option that will fit the customer needs

  • Process

    Premier Partners submits life insurance application for approval.

  • Funding

    Once approved, the lending institution will fun the life insurance contract.

  • Closing

    Premier Partners completes transaction.