For licensed agents
Partners Insurance Service is an Arizona-based Medicare agency contracted through Western Asset Protection in Scottsdale, Arizona. I'm taking on a small number of licensed agents — 5 before the next Annual Enrollment Period — with a long-term vision of 25–30 agents within five years.
If you want top carrier contracts, real compliance support, and someone who actually answers the phone — without giving up your independence — let's talk.
What you get
"Field Marketing Organization" is a misleading name — they're not a marketing agency. Here's what they actually do for you, through me.
A dedicated compliance officer reads the CMS manuals so you don't have to. You get plain-English guidance on what you can and can't say, current TPMO disclosures, and marketing pre-review — not a legal PDF dropped in your inbox.
Direct introductions to the major Medicare Advantage, Medigap, and Part D carriers — plus the ancillary carriers that round out a client's plan. One onboarding, many carriers.
Enter a client's doctors, prescriptions, and preferences — get back an apples-to-apples comparison of plans that actually fit. No spreadsheets, no carrier-by-carrier slog.
First Looks on plan changes starting in July, crosswalks when a plan exits, commissionable vs. non-commissionable visibility, and plan-exit reports by county. Know what's changing before your clients do.
Skill builders, Taco Tuesdays, commission deep-dives, and sales training through the FMO's knowledge base — plus direct mentorship from me on what's actually working in Arizona.
A dedicated partner to help you build your business plan, set goals that survive AEP, and think about where you want your book to be in 3 and 5 years — not just this enrollment cycle.
No pressure, no scripts. Here's what to expect if you reach out.
A 20–30 minute conversation about where you are in your career, what you want to build, and whether this is the right fit — both directions.
I'll send you the full written value proposition with carrier details, commission structure, and what support looks like day to day. You take your time with it.
If we're a mutual fit, contracting goes through Western Asset Protection. You keep your book. I help you hit the ground running before AEP.
Send me a quick note and I'll email you the full agent overview — no sales pitch, no follow-up nagging.
