Partners Square
Partners Square is a privately held life insurance and long-term care retail and brokerage firm, headquartered in Wilmington, North Carolina, serving individual, family, and business-owner clients alongside financial advisors, insurance agencies, banks, and RIAs nationwide through multi-carrier placement and advanced planning services.
- Company typePrivate
- Founded2015
- HeadquartersWilmington, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Partners Square does
Partners Square, LLC is a privately held life insurance and long-term care retail and brokerage firm headquartered in Wilmington, North Carolina, serving clients nationwide. The firm operates a dual-channel model: a retail arm placing policies for individuals, families, and business owners, and an institutional arm providing advanced markets support, technology, and operational assistance to financial advisors, multi-line insurance agencies, employee benefit agencies, banks, and registered investment advisory firms. Its revenue is generated through carrier commissions earned by shopping rates and placing policies across a network of 12+ insurance carriers including AIG, AXA, Met Life, John Hancock, Lincoln, Mutual of Omaha, Genworth, Voya Financial, Transamerica, Symetra, West Coast Life, and Assurity.
The firm's technology layer consists of proprietary tools — Quick Life Technology, a case management system, email and direct marketing platforms, and streamlined application workflows (including expedited underwriting that may bypass blood/urine samples and paramed visits for qualifying cases) — supplemented by the third-party LifePipe (iPipeline) term quote engine for agent quoting. Its product portfolio spans term life, universal life, index universal life, whole life, long-term care, disability income, simplified issue life, life settlements, risk-impaired underwriting, annuities (including MYGA), and a suite of advanced planning services covering estate planning, business succession, executive compensation, non-qualified deferred compensation, capital transfer, key person insurance, premium finance, wealth transfer, and tax consulting.
Go-to-market is direct and agent-assisted for both retail and institutional clients, supported by a content marketing resource center (articles, calculators, videos) and a LinkedIn presence. The firm positions itself on four pillars — strategy, operations, support, and technology — under a leadership team holding advanced industry credentials (MSFS, ChFC, CLU, RICP, AEP). The business is privately held with no disclosed funding, parent company, or institutional investors.
Partners Square firmographics
Firmographics- Name
- Partners Square
- Legal name
- Partners Square, LLC
- Website
- https://partnerssquare.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Partners Square is a privately held life insurance and long-term care retail and brokerage firm, headquartered in Wilmington, North Carolina, serving individual, family, and business-owner clients alongside financial advisors, insurance agencies, banks, and RIAs nationwide through multi-carrier placement and advanced planning services.
- Ownership category
- akta.pro rank
Partners Square industry classification
Industry- Product category
- Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
Keywords
Where Partners Square is headquartered
LocationHeadquarters
- HQ city
- Wilmington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Partners Square business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Insurance Brokerage and Commissions: Partners Square operates as a life insurance and long term care retail and brokerage firm. They earn commissions from placing insurance policies with carrier partners including AIG, AXA, Met Life, John Hancock, and others. The firm provides access to competitive rates across multiple carriers and shops rates on behalf of clients to ensure cost-effective coverage.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Quote-based insurance and planning services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Partners Square product offering
Product offeringCore offering
Partners Square is a life insurance and long-term care retail and brokerage firm that places policies with multiple carrier partners (AIG, AXA, Met Life, John Hancock, Lincoln, Mutual of Omaha, Voya, Genworth, Transamerica, and others) and offers advanced planning services such as estate planning, business succession, executive compensation, wealth transfer, and tax consulting. It also provides technology, operational, and practice expansion support (case management, Quick Life tools, email/direct marketing, advanced sales training) to financial advisors, multi-line insurance agencies, employee benefit agencies, banks, and RIAs.
Product overview
Partners Square is a Life Insurance and Long Term Care retail and brokerage firm that offers a comprehensive suite of insurance products and advanced planning services. Their insurance portfolio includes Term Life, Universal Life, Index Universal Life, Whole Life, Long-term Care Insurance, Disability Income Insurance, Simplified Issue Life, Life Settlements, Risk Impaired Underwriting, and Annuities. They complement these products with Advanced Planning services such as Business Succession/Buy-Sell Planning, Estate Planning, Executive Compensation, Non-Qualified Deferred Compensation, Capital Transfer, Key Person Insurance, Premium Finance, Wealth Transfer, and Tax Consulting. For agents and agency partners, they provide Technology Support services including Email Marketing, Case Management, Quick Life Technology, Direct Marketing, and Streamlined Application Processes, alongside Practice Expansion support with Advanced Sales Training. The company operates through four pillars: strategy, operations, support, and technology.
Differentiator
Problem solved
Functional benefit
Products and services
- Term Life Insurance
- Universal Life Insurance
- Index Universal Life Insurance
- Whole Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
- Simplified Issue Life Insurance
- Life Settlements
- Risk Impaired Underwriting
- Annuities
- MYGA (Multi-Year Guaranteed Annuity)
- Business Succession/Buy-Sell Planning
- Estate Planning
- Executive Compensation
- Non-Qualified Deferred Compensation
- Capital Transfer
- Key Person Insurance
- Premium Finance
- Wealth Transfer
- Tax Consulting
- Advanced Sales Training
- Case Management
Companies that use Partners Square
Customer profileSegments5 records
Ideal customer profiles3 records
Partners Square technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Partners Square partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core.
- AIG Life InsurancecoreInsurance carrier partner providing life insurance products through Partners Square's brokerage platform. Part of a network of carriers enabling rate shopping and competitive coverage options for clients.
- Assurity Life Insurance CompanycoreInsurance carrier partner providing life insurance products through Partners Square's brokerage platform.
- AXA Life Insurance CompanycoreInsurance carrier partner providing life insurance products through Partners Square's brokerage platform.
- GenworthcoreInsurance carrier partner providing long-term care insurance products through Partners Square's brokerage platform.
- Voya FinancialcoreInsurance carrier partner providing retirement and insurance products through Partners Square's brokerage platform.
- John HancockcoreInsurance carrier partner providing life insurance and annuity products through Partners Square's brokerage platform.
- Lincoln Life InsurancecoreInsurance carrier partner providing life insurance products through Partners Square's brokerage platform.
- Met LifecoreInsurance carrier partner providing life insurance and related products through Partners Square's brokerage platform.
- Mutual of OmahacoreInsurance carrier partner providing life insurance and long-term care products through Partners Square's brokerage platform.
- West Coast LifecoreInsurance carrier partner providing life insurance products through Partners Square's brokerage platform.
- Symetra FinancialcoreInsurance carrier partner providing life insurance and annuity products through Partners Square's brokerage platform.
- TransamericacoreInsurance carrier partner providing life insurance, annuity, and retirement products through Partners Square's brokerage platform.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Partners Square competitors and assessment
Company assessmentDirect peers
- Brokers International: Brokers International is a life insurance and annuity IMO offering multi-carrier placement, lead generation, and back-office support to independent agents and agencies. Comparable to Partners Square's B2B distribution model serving financial advisors and agencies with technology and case support.
- Dataline / Brokers Service Marketing Group: Brokers Service Marketing Group is a life insurance brokerage and BGA with multi-carrier access and advanced case support for producers. Comparable to Partners Square's wholesale life brokerage model with carrier relationships and producer support tooling.
- Lion Street: Lion Street is a private equity-backed life insurance brokerage and advanced planning firm focused on high-net-worth and business-owned life insurance cases. Comparable to Partners Square's advanced markets focus and B2B service to financial advisors and wealth managers.
- Ash Brokerage (Advisor Group): Ash Brokerage operates as a large life insurance brokerage and advanced planning firm serving financial professionals, with deep carrier relationships and sophisticated case-design support. Comparable to Partners Square in its multi-carrier wholesale life brokerage and advanced planning offering.
- Highland Capital Brokerage: Highland Capital is a leading life insurance brokerage and BGA providing multi-carrier access, advanced planning, and case management tools to financial advisors and producers. It is a direct peer, operating in the same multi-carrier life brokerage niche with comparable services to advisors and agencies.
- Crump Life Insurance Services: Crump is one of the largest US life insurance brokerage firms, operating as a wholesale brokerage/IMO serving financial advisors, agents, and institutions with multi-carrier placement, advanced underwriting, and case-design support. It directly mirrors Partners Square's wholesale life insurance brokerage model with a substantially larger carrier panel and scale.
- InsurMark: InsurMark is a life insurance brokerage and BGA providing multi-carrier access, advanced underwriting, and technology tools to financial advisors in the US. Directly comparable to Partners Square's multi-carrier brokerage and case management offering.
Broad incumbents
- MassMutual Financial Group: MassMutual is a major US mutual life insurance carrier with a large captive and brokerage distribution network offering life, disability, annuities, and advanced planning services. Significantly larger and broader than Partners Square but competes on the same product set and advanced planning capabilities.
- Prudential Advisors (Insurance Solutions): Prudential is a major US life insurance carrier that also operates captive and multi-channel distribution serving financial advisors and retail clients. Significantly larger and broader than Partners Square but competes in the same life insurance and advanced planning distribution space with overlapping products.
- OneDigital (formerly Westwood Insurance Group): OneDigital is a large US insurance brokerage and financial services firm offering employee benefits, P&C, and retirement planning to employers and individuals. Broader and much larger than Partners Square but overlaps on life insurance distribution and employee benefit agency support.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks3 records
Key highlights6 records
Customer concentration
Partners Square social profiles
Digital presencePartners Square financial estimates
Financial estimateRevenue estimate
Valuation estimate
Partners Square leadership team
Management profileNumber of profiles
Profiles4 records
Partners Square funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Partners Square M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Partners Square
What does Partners Square do?
Partners Square is a life insurance and long-term care retail and brokerage firm that places policies with multiple carrier partners (AIG, AXA, Met Life, John Hancock, Lincoln, Mutual of Omaha, Voya, Genworth, Transamerica, and others) and offers advanced planning services such as estate planning, business succession, executive compensation, wealth transfer, and tax consulting. It also provides technology, operational, and practice expansion support (case management, Quick Life tools, email/direct marketing, advanced sales training) to financial advisors, multi-line insurance agencies, employee benefit agencies, banks, and RIAs.
Is Partners Square a public or private company?
Partners Square is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Partners Square founded?
Partners Square was founded in 2015. It employs 1 to 10 people.
Where is Partners Square based?
Partners Square is headquartered in Wilmington, United States, in the North America region.
How does Partners Square make money?
One revenue line is on record: insurance Brokerage and Commissions.
Who are Partners Square's main competitors?
Direct peers on record are Brokers International, Dataline / Brokers Service Marketing Group, Lion Street, Ash Brokerage (Advisor Group), Highland Capital Brokerage, Crump Life Insurance Services and InsurMark. Broad incumbents are MassMutual Financial Group, Prudential Advisors (Insurance Solutions) and OneDigital (formerly Westwood Insurance Group).
Does Partners Square have an API?
No public API is recorded for Partners Square.
What industry is Partners Square in?
Partners Square's product category is Insurance Brokerage. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting. Its NAICS code is 524210 and its SIC code is 6411.