Premier Insurance Partners

Our organization is here to serve you with Annuities, Life Insurance, Medicare Advantage Plans, and Medicare Supplement Insurance.

We focus on sales ideas and lead generation before the products.

If you are an organization or agent who demands a quality back room, let’s talk about partnering!

 
Helping Clients Avoid Tax Surprises with Annuity Rollovers

Helping Clients Avoid Tax Surprises with Annuity Rollovers

by | May 22, 2025 | Blog,Colorado FMO,Medicare,Medicare FMO,Selling insurance | 0 Comments

Annuity rollovers offer flexibility but can lead to tax problems if not managed properly. Whether it’s a 1035 exchange or a rollover from a retirement account, it’s...

Explaining Tax-Deferred Annuity Options to Clients

Explaining Tax-Deferred Annuity Options to Clients

by | May 20, 2025 | Blog,Colorado FMO,Medicare,Medicare FMO,Selling insurance | 0 Comments

When clients are looking for ways to grow their retirement savings without paying taxes right away, tax-deferred annuities can be a great option. As an agent,...

Summer Final Expense Lead Strategies That Fit Seniors’ Lifestyles

Summer Final Expense Lead Strategies That Fit Seniors’ Lifestyles

by | May 12, 2025 | Blog,Colorado FMO,Medicare,Medicare FMO,Selling insurance | 0 Comments

Summer can be a challenging time to connect with senior clients. Between vacations, family time, and school breaks, your usual outreach might fall flat. If you're...

…(Premier Insurance Partners) has proven to be essential partners to my financial planning firm. Regardless of your planning “specialty”, you would be well-advised to consider partnering with Premier Insurance Partners.
Edward D. Foy, RFC
President, Foy Financial Services, Inc.
Manager, SELECTOR Money Management

…(Premier Insurance Partners) is resourceful, creative, and solution oriented. (They) always relate their extensive industry knowledge to clients at a level of clear understanding. Jerry Hraban is a true team leader as well as an effective team member.
Mary A. Hertzberg, CIMA, CIMA
Senior Vice President
Wachovia Securities, LLC

Jerry is highly respected, both as a person and a professional. It has been our team’s pleasure to work with him over the past couple of years. I highly recommend (Premier Insurance Partners).
Robert Verkilen
Associate Vice President/Investment Officer
Wachovia Securities

I’ve seen their sales idea-based presentation and the reps were begging to work with them. It was magic…right time, right idea!
Chris Stovall Cain
FFP Securities

I’d like to say Premier Insurance Partners really lives up to their name. The partnership that they cultivated with me has been exceptional. I truly recommend them. You won’t regret it…
Juan Dominguez, RFC
Registered Representative
Money Concepts International

 

 

 

 

…(Premier Insurance Partners) has proven to be essential partners to my financial planning firm. Regardless of your planning “specialty”, you would be well-advised to consider partnering with Premier Insurance Partners.

 

 

 

 

Edward D. Foy, RFC

President, Foy Financial Services, Inc., Manager, SELECTOR Money Management