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    Scott Turner

    Brokerage Consultant for Partners Advantage

    Scott has always been passionate about the financial services industry, more specifically helping others achieve their financial goals. In 2000, he got his start in the mortgage industry as co-owner of a mortgage bank. Through his direction and leadership, the company grew to seven offices across the country. Scott knows running your own business can be exciting, nerve-racking, rewarding and often challenging. As a National Vice President for AMZ Financial, he knows the challenges that independent advisors face and is there to provide stability and guidance as your grow your practice.

    In 2006 Scott earned his life and health license and spent years helping families protect their assets and stabilize their retirement. As a life-long learner, Scott set out to learn all aspects of the industry, and as a result he has obtained extensive experience with indexed life, annuity and long-term care products. When you choose to work with Scott, the advice he provides on case design comes from experiencing and solving the same challenges and circumstances in his own practice. Insurance producers and advisors who have the privilege to work with Scott appreciate his candor and friendship.

    Scott is an active resident in Ankeny, IA where he has been coaching his three sons in wrestling and baseball for several years. Together they enjoy attending baseball games, going to the lake, and attending University of Iowa and Iowa State University wrestling meets.

    Recent Posts

    Life Insurance Products for Clients Focused on Wealth Accumulation

    Posted by Scott Turner on Wed, Feb 14, 2018 @ 12:00 PM

    There are many cash-value life insurance products for clients who are focused on protecting their loved ones, wealth accumulation and tax-free distributions. The differences between these products can significantly impact the wealth accumulation potential of the policies. Let's examine the various cash-value products available and determine the top life insurance products for this purpose. 

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    Tags: IUL, strategies

    How Your Clients Can Increase Future IUL Contributions

    Posted by Scott Turner on Wed, Jan 24, 2018 @ 12:00 PM

    Financial professionals often look at clients solely through the eyes of an illustration. We assume what a client looks like today will continue into eternity, instead of realizing that life changes over time. One example of this has to do with clients being able to afford higher contributions to an indexed universal life insurance (IUL) policy in the future than what they can afford today.

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    Tags: IUL, strategies

    Questions You Should Ask Clients to Reduce Delayed Applications

    Posted by Scott Turner on Thu, Sep 28, 2017 @ 12:00 PM

    To no surprise of anyone in our business, financial professionals often express to me their frustrations with the life insurance underwriting process. When I consult with them, I find myself asking the same important questions:

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    Tags: strategies, IUL, business management

    Why and How Financial Professionals Should Fire a Client

    Posted by Scott Turner on Wed, May 17, 2017 @ 05:39 PM

    “You’re fired!” is something most financial advisors would never think of saying to one of their clients.Financial professionals are often afraid to let a client go, but there are times that they should. Let's look at the main reasons why you should fire a client and how to do so in a professional way.

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    Tags: business management

    Create a Complete Financial Plan for Clients with Your Team

    Posted by Scott Turner on Mon, Mar 06, 2017 @ 11:26 AM

    I have talked to many advisors in my career and I have lost count how many times I have heard “I only sell annuities” or "I only sell life insurance”. There are several things wrong with this picture. Agents that think like this are not fully helping their clients. They are leaving cracks in their financial plans and as an advisor they are leaving dollars on the table. 

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    Tags: business management, consistent advisor

    Do You Talk Yourself Out of a Financial Product Sale?

    Posted by Scott Turner on Mon, Sep 26, 2016 @ 05:21 PM

    You just gave the sales presentation of your life. It couldn't have gone any better.  You look at your clients. They have a glazed look in their eyes and they have no idea what you just said. Where did it go wrong?

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    Tags: sales management, prospecting, business management, selling style


    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

    The third party tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage.  Third party vendors are not affiliated with Partners Advantage.  Each Financial professional should carefully consider and research the merits of any third party materials that are provided to their clients.