Offices Locations In

• Fort Lauderdale, Florida
• Tampa, Florida
• Orlando, Florida
• Atlanta, Georgia
• Fountain Hills, Arizona
• Raleigh, North Carolina
• San Diego, California
• Corona, California
• Los Angeles, California
• Dickinson, North Dakota
• Watford City, North Dakota

Welcome to Partners South

Partners South Insurance and Estate Planning is one of the country’s premier firms specializing in Asset and Wealth protection. We work with individuals to plan for protecting their existing savings and retirement accounts to make sure they never outlive their money. We also work with individuals on setting up new plans to prepare for their future retirement. The plans Partners South work with are different in many ways from a number of traditional approaches in the fact that we only work with guaranteed products. We only want to work with the money you want back, in other words the money you never want to lose. There are many options for guaranteeing you never out live your money. There are also options for qualified plans such as IRAs, SEP Plans, ROTH Plans and 401k Plans that also provide these guarantees. The best option is to set up a tax-free retirement income you cannot outlive.

When working with professionals and business owners it is extremely important to plan for financial strength to weather the ups and downs in the economy. Guaranteeing not to lose assets is extremely important. Using necessary business protection to help fund retirement is a great option. Buy-Sell agreements and Key-Man plans, funded by insurance contracts to provide for tax-free income at the time of retirement, cover many company needs.

Partners South welcomes the opportunity to work with you in conjunction with your tax and legal advisors to make sure the plans we show you conform to the objectives you have in mind. tim fussell, fox news, ira, iras, sep, sep plans, 401k, 401k plans, tax-free, tax-free income, tax free, tax free income, asset, wealth, protection, retirement, patrick kelly, sage college fund, sage college plan, management, annuity, annuities

Published Articles

Can A Life Insurance Policy Or Annuity Protect Your Wealth From a Lawsuit?
Did you know the lawsuit industry is $233 billion dollars strong in the USA? The number of lawsuits is rising, too. When economic times get tough, some people see a civil suit as an easy way to get rich. Lawsuits always target those who have money and...
Indexed Universal Life Insurance Policies: The Perfect Option For Professionals And Business Owners
For a professional such as a doctor, attorney or CPA, the Indexed Universal Life is perfect for your retirement needs. Often as a professional, you operate as a P. A. being taxed as a sole proprietor, an S Corporation or a C Corporation, and under...
Is There Really A Perfect Life Insurance Contract?
Is there a life insurance policy that can solve everyone’s needs, whether it is low-cost death benefit protection, premium flexibility and/or solid cash value accumulation potential with very good contract guarantees? Is there one that fits...


Partners South - Fox Business News

Partners South articles have appeared on Fox Business News.  We are also an invited contributor to CNN Money and Fortune Magazine.

Featured On...


Keep up-to-date with Partners South products and news. Enter your e-mail and subscribe to our newsletter.

Go to top