News 2017-08-16T00:13:00+00:00

TPG’s Personal Insurance Referral Program Winner

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.

Door to Grace exists to bring safe and loving family to sexually exploited children. Their journey began in 2009 as a group of Portlanders felt their hearts […]

Backdoor Roth IRA’s

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. […]

What to Do if You Have a Claim

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 […]

The Partners Group Welcomes Tim Deggendorfer to the Portland Commercial Insurance Team

Commercial Insurance Portland ORPortland, 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. […]

The Partners Group Expands Bozeman, MT Office with New Hire in Employee Benefits

employee-benefits-bozeman-montanaBozeman, 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 […]

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.