See what’s new – and in the news – at The Partners Group.
Samantha Balin of The Partners Group has earned the Designation of Certified Insurance Counselor (CIC)
July 23, 2015 – The designation of Certified Insurance Counselor (CIC) has been conferred upon Samantha Balin, Personal Insurance Provider of The Partners Group in Bellevue, Washington. She has earned this designation through the successful completion of a rigorous insurance education program sponsored by the Society of Certified Insurance Counselors.
The announcement was made by Dr. William T. Hold, President of the Society of CIC, who conferred the designation on Balin in an official ceremony conducted recently at the Double Tree Guest Suited in Seattle.
The Society of CIC is a key member of The National Alliance for Insurance Education & Research, the nation’s pre-eminent provider of insurance and risk management education. The National Alliance conducts more than 2,500 programs annually, throughout all 50 states, Puerto Rico, and Mexico. Currently, more than 31,000 agents and […]
The Partners Group to Host a Seminar Focusing on Learning about Strategies for Maximizing the Core of your Benefits Offering and Engaging the Budget Hot Spots.
As part of its seminar series, The Partners Group announces a lunch seminar to be held on August 18th in Portland, OR from 12:00-1:30 pm. The seminar is entitled: Evolution of Employee Benefits: the Convergence of Health and Wealth.
We invite you to a discussion of strategies employers and their providers can use to help drive better outcomes for their employees in the form of better readiness for retirement benefiting both the employer and employee. We will answer common questions we get from employers who struggle with the business case for supporting their employees’ visions of retirement. Each employer and employee population is unique, so understanding issues preventing retirement preparedness and […]
The Same Team, Senior-Level Principal Engagement, and Focused Expertise…
And now with expanded capabilities, deeper expertise and enhanced analytics management
These are a few of the benefits resulting from the new affiliation between Benefit Partners and The Partners Group.
- Comprehensive management of data and analytics
- Broader resources for special projects
- Deeper, focused expertise
- Greater leverage with insurance carriers and other benefit providers
Additionally, Brad Nantz has recently joined the executive staff to team up with Benefit Partners, by supporting and expanding this growing business that will continue to focus on meeting the needs of physician practices with employee benefits and insurance strategies. Nantz is a seasoned veteran who has worked with three large national employee benefits carriers over the past 30 years; including MetLife, […]
Bellevue, WA – July 2, 2015 – The Partners Group, a leading Northwest based provider of employee benefits, insurance and financial consulting services, is pleased to announce it has been selected as one of the best companies to work for in Washington. The “100 Best Companies to Work For” award is based solely on employee feedback.
The Partners Group was selected by its employees who participated in an in-depth, anonymous, and extensive survey that focused on company qualities such as: values, execution, leadership and culture. According to Michael Romoser of the Seattle Business Magazine, “There are no judges for this program and no amount of PR, marketing or advertising… nothing a company can do to make the list besides foster fantastic work environments.” WorkplaceDynamics, LLP, a leading research firm on organizational health and employee engagement, conducts the employee survey […]
Portland, OR – June 25, 2015 – The Partners Group announces it has added Brad Nantz to its executive management team in Portland, OR. Nantz will team up with our newest member company, Benefit Partners, by supporting and expanding this growing business that focuses on meeting the needs of physician practices with employee benefits and insurance strategies.
Nantz is a seasoned veteran who has worked with three large national employee benefits carriers over the past 30 years; including MetLife, The Standard and Unum. Through his career Nantz has had progressive experience starting as a sales representative and working up to senior officer positions, including VP of National Accounts, VP of Operations, and VP of Sales. Rod Cruickshank, President and CEO of The Partners Group, said “I’ve known Brad for many years and […]
Rod Cruickshank of The Partners Group has been named Director of the Council of Employee Benefits Executives
June 12, 2015 – Rod Cruickshank, President and Chief Executive Officer at The Partners Group, has been named director of the Council of Employee Benefits Executives (CEBE), effective May 29, 2015.
CEBE is an advisory board of The Council of Insurance Agents & Brokers (CIAB) and was chartered in 2001 to represent the benefits business interests of The Council’s member firms. The advisory board is comprised of 30 benefits executives from leading brokers and consultants across the U.S. who guide The Council’s benefits-focused advocacy, business intelligence and peer-share forums, including the annual Employee Benefits Leadership Forum.
Rod Cruickshank said, “Being named director of CEBE is an honor for both myself and The Partners Group. I look forward to participating in the council and working to benefit the industry as a whole. ”
|Pictured Above (from left to right):|
Amber Rhemrev, Analytics Manager; Adam Fuller, Senior Business Analyst;
Katherine Azurdia, Business Development Analyst
June 2, 2015 –Three team members of The Partners Group Business Consulting Division have been promoted as a result of their development into seasoned problem solvers: Amber Rhemrev to Analytics Manager, Adam Fuller to Senior Business Analyst, and Katherine Azurdia to Business Development Analyst.
As Analytics Manager, Amber Rhemrev will manage the processes between the TPG Employee Benefits Division and the Business Consulting Division, and will directly supervise staff on the Business Consulting team. Case Escher, Managing Partner of the Business Consulting Division said “Amber Rhemrev’s promotion to Analytics Manager is a recognition of the role Amber has grown into over the past […]
Four Members from The Partners Group Investment Services Team Have Been Selected as 2015’s Five Star Professional Wealth Managers!
Pictured Above (from left to right):
PORTLAND, OR (April 2015) – The recipients of the award are: KC Mink, Sheryl Olson, Lauren Reed and Doug Van Allen. Five Star Professionals partnered with Portland Monthly Magazine to recognize a select group of Portland area wealth managers who provide quality services to their clients.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with […]
The Partners Group to Host Seminar on Corporate Employee Retirement Plans Covering Legislative Updates and Crucial Plan Design Options
As part of its seminar series, The Partners Group announces a breakfast seminar to be held on May 12th in Portland, OR, from 7:30-9:00 am entitled: The Lost Art of Retirement Plan Design – What Your Record Keeper Doesn’t Want You to Know.
This corporate retirement seminar is designed for Human Resource and Finance executives, business owners and plan trustees. Understanding what the retirement rules say is important and understanding how retirement rules affect your employer’s plan is even more important. This fast paced presentation highlights the potential ramifications of impending federal and state retirement initiatives. In addition, plan design issues and common concerns will be reviewed along with a frank discussion of why plan sponsors may […]
Portland, OR – March 23, 2015– The Partners Group announces it has added Michael Gallagher as a Portfolio Manager to its Private Client Services team in Portland, OR. Gallagher will focus on acting as a financial advisor managing existing and newly developed client relationships.
Gallagher comes to The Partners Group with over 10 years of experience in Wealth Management, with responsibilities ranging from financial planning to portfolio management. Shawn Higley, Managing Partner of the Personal Wealth Team of The Partners Group said “Michael is a perfect fit for The Partners Group’s culture of collaboration and client centric teams. He adds a unique analytical skill around investment portfolio construction. He is the next generation of wealth advisors for The Partners Group as an independent and privately held financial services firm. We are delighted to have Michael, […]
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Bozeman, MT 59772
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