Amber Turner of Portland, OR is the winner of the personal insurance referral program for the first quarter of 2018. As part of our referral program, Amber has received a $100 VISA Gift Card. Also, The Partners Group will make a $10 donation for every referral received to the non-profit of the quarter. This quarter, The Partners Group will be donating $130 to Doors of Grace.
Dear Friends and Clients,
In this bi-monthly Wealth Management Newsletter we would like to focus on a lesser-known retirement savings strategy, the “backdoor Roth IRA”.
A backdoor Roth IRA is a great way for high income earners, particularly ones with minimal IRA assets (see aggregation rule below), to save for retirement.
As you may recall, there are a number of differences between traditional IRAs and Roth IRAs, but the biggest is contributions to Roth IRAs are made with after-tax dollars, grow tax-free and can be pulled out in retirement tax-free, provided all withdrawal requirements are met. […]
Acting quickly can save you time and headaches.
Q. I’ve been in an accident – what now?
A. Start by reporting your claim to your insurance carrier. They need to know:
- When the accident occurred
- Where the accident occurred (be as specific as possible)
- How the accident happened
- What kind of vehicle or vehicles were involved (including the year, make and model)
- A description of the damage on each vehicle
- The names and contact information of people involved in the accident
- The extent of any injuries to people involved in the accident
- The names and contact information of anyone who witnessed the accident
- The name of the […]
Portland, OR – The Partners Group (TPG) announces it has added Tim Deggendorfer as Team Lead, Commercial Insurance Division – Portland. Tim brings extensive industry knowledge to TPG after 20 years’ experience in sales and account management. Most recently he was Managing Principal at RiskPoint Insurance advisors. Previously, Tim started and developed a full-service agency focusing on commercial markets in addition to providing employee benefits and personal insurance. In his role at TPG, Tim focuses on developing commercial business organically and integrating current clients into TPG’s suite of commercial services. […]
Bozeman, MT- The Partners Group (TPG) is excited to add Joshua Lever as an Employee Benefits Account Manager to the Bozeman, MT team. TPG’s Employer Services Division specializes in providing employee benefits, retirement plan consulting, data analytics, plus health and wellness services.
Josh brings extensive knowledge and industry insight to TPG after working with a large independent health insurance brokerage in Montana. During that time, he led the sales team and became an insider expert in small group funding strategies and group disability benefits. Josh holds a Montana Life & Disability Producer License and […]