Our Strategic Vision

To all,

This business isn’t about us – it’s about you and the client(s) you serve. If we partner together and put your client first, everyone wins, resulting in your financial services business growing and even soaring over time.

I have been in the financial services business for over 32 years. I have been recruiting and serving producers for 27 of those years. There is one thing that helps most in sustaining and growing your business, and that is putting the client first. We believe your continued success will not come from purchasing the latest marketing program or newest lead system. They may occasionally help, but I assure you, building loyal long-term relationships must be goal number one.

Not surprisingly then, a loyal long-term relationship built on a foundation of trust is exactly what we vigorously endeavor to pursue and earn with you. This is our vision now and into the future!

As we share strategies or ideas that create new sales opportunities; as we research and improve on the selected product you are after; as we secure that better rating class; as we provide that better annuity rate or payout factor; as we help you solve the planning problem; as we help educate you on the product details; or as we get your case issued in record time (all of which we do daily), we will have brought measurable value to your client and to you.

The end result is that your client is pleased with you, and both you and we get to go home knowing we have truly benefited those we serve — above that which is commonly experienced in our industry. Today and into the future, our industry is in need of this kind of loyal and dedicated service that you, together with our team at PFN will provide.