Partners Square, LLC Email Format
Financial ServicesNorth Carolina, United States2-10 Employees
Partners Square, LLC operates in the financial services sector as a firm that combines sophisticated market strategy with life insurance brokerage. It pairs decades of planning experience with modern technology to support financial advisers, multi-line insurance agencies, employee benefit firms, banks, and registered investment advisory practices in managing their life insurance activities. Its services span strategy development, operational guidance, technology enablement, and case management to streamline policy placement and administration. Based in Wilmington, North Carolina, the company operates with a small professional team. It serves a range of financial professionals seeking specialized support to navigate changes in tax law and underwriting processes that affect life insurance planning. The client base includes financial advisers, insurance agencies, banks, and RIAs looking for focused expertise in life insurance initiatives.