Question 1

What is the purpose of the Life & Annuity Brokerage Portal?

Accepted Answer

The Life & Annuity Brokerage Portal is a platform that provides resources and tools to help brokers grow their business and manage cases. It offers access to various features and services to support the growth and management of a broker's insurance and financial services business.

Question 2

How do I access the portal?

Accepted Answer

To access the Life & Annuity Brokerage Portal, you need to log in with your username, which is typically your National Producer Number (NPN), and your password. If you don't know your NPN, you can find it on the website.

Question 3

What type of products and services are offered through the portal?

Accepted Answer

The Life & Annuity Brokerage Portal offers access to a variety of insurance and financial products, as well as tools and resources to help brokers manage their cases and grow their business. The specific products and services available may vary, so it's recommended to explore the portal or contact the company for more information.

Question 4

Who is the company behind the Life & Annuity Brokerage Portal?

Accepted Answer

The Life & Annuity Brokerage Portal is operated by GBS Insurance and Financial Services, Inc. However, the securities offered through the portal are provided by The Leaders Group, Inc., a FINRA/SIPC member.

Question 5

What are the compliance requirements for using the portal?

Accepted Answer

Brokers and financial professionals who use the Life & Annuity Brokerage Portal must comply with the compliance requirements of their broker-dealer, registered investment advisor (if applicable), and the insurance carriers they represent. It's important for users to familiarize themselves with these requirements to ensure they are using the portal and its services in a compliant manner.

Partners Advantage Insurance Services, LLC

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Frequently Asked Questions about Partners Advantage Insurance Services, LLC

What is the purpose of the Life & Annuity Brokerage Portal?

How do I access the portal?

What type of products and services are offered through the portal?

Who is the company behind the Life & Annuity Brokerage Portal?

What are the compliance requirements for using the portal?

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