Exit & Retirement Strategies, Inc

Exit & Retirement Strategies, Inc

  • 23461 S Pointe Dr Ste 100
  • Laguna Hills, California
  • 92653

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Description

Founded in 1998, National Financial Partners Corp. (NYSE: NFP) brought together nearly 500 premier independent financial firms specializing in wealth transfer, wealth management, corporate services, and business transitions.

National Financial Partners Corp. is a national network of 500 owned or affiliated independent financial advisors specializing in life insurance and wealth transfer, corporate and executive benefits, as well as financial planning and investment advisory. Founded in 1998, NFP provides its independent financial advisors access to financial products and services offered by some of the industry's leading companies, along with the support of its infrastructure and intellectual capital.

Founded in 1987, PartnersFinancial is a client-focused community of select, independent life insurance members dedicated to exceptionally high standards and premiere client service.

Recognizing the sophistication of our client base, financial services institutions welcome our client advocacy in product development, design, underwriting, and administration services to support your wealth transfer plan. They meet our high standards with dedicated resources and responsive systems to make sure every element of your plan is regularly monitored, measured, and modified to take control of change.

We provide underwriting advocacy to negotiate favorable pricing offers based upon unique client situations rather than statistical models.

Products & services

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