Be a Preferred Resource Partner for our cutting edge new community of driven and committed business leaders.

Here’s what we offer you for being a Preferred Resource Partner:

  • Listed in our directory with a full page description of your services
  • An opportunity to exhibit at our conferences
  • An opportunity to spotlight your business through our newsletter and other member communication
  • An opportunity to capitalize on growth of this new exciting cutting edge company

You will be listed as one of our Preferred Resource Partners. There is no upfront cost to be listed as a Preferred Resource Partner only a referral fee when we refer one of our Team Members and you are engaged to provide services.

We are the future of how leaders collaborate and grow through our online “face-to-face” peer forums.We are attracting participants who have a strong desire to grow their business, professional career path and leadership skills.

Our model is based upon a safe environment, built upon trust and respect, for business leaders to discuss their toughest challenges with their trusted peers. It’s a proven model that is used by top business leaders around the world. We add the ability to reach across geographies and meet online in a state of the art technology with experts in multiple disciplines. Our members are expanded beyond CEOs – many executives at different levels of organizations find a need for support and collaboration.

As a Preferred Resource Partner you would add value to our community. We do not allow our peer group members to conduct business with each other as it only creates a vendor/customer relationship and disrupts the openness and value of the group. When a member has a need we prefer to refer them to a Preferred Resource Partner to fulfill that need.

Our groups are currently forming, and with leaders in all parts of the world there is an opportunity to offer local resources when needed. For example, a London member may need a patent attorney in Los Angeles. Looking through our directory would be a much safer option than a Google search. Equally a member in Paris may need a resource in London. Our Expert Teams Leaders each invite their resources to join our community.

Insurance Services

Grant, Hinkle & Jacobs
Grant, Hinkle & Jacobs
With over 50 years’ combined experience, Grant, Hinkle & Jacobs is proud to be one of the country’s leading life insurance planning resources, assisting families, business owners, and other planning professionals to meet their estate, business succession, and retirement planning needs. By collaborating with other trusted advisors (attorneys, accountants, investment managers, commercial insurance agents), our clients feel more comfortable knowing their entire team is working together on their behalf.
Families & Individuals
Grant, Hinkle & Jacobs works with successful families and individuals who have spent their lives working hard to accumulate assets, and now want to focus on the “highest and best use” of their wealth.

We can help you gain peace of mind knowing that, with a properly designed and funded estate plan, you and your spouse can spend as much as you need during your lifetime, and have any remaining assets pass to your children and grandchildren, protected from probate, estate taxes, divorcing spouses, and creditors. If you are charitably inclined, we can show you ways to benefit your favorite causes while taking full advantage of available tax benefits.

Life insurance is often used as a critical tool in wealth transfer planning. Properly designed life insurance issued by high-quality carriers can:
• Help support a surviving spouse
• Provide liquidity to children for estate tax payment or division of illiquid inherited assets
• Maximize your IRA and qualified plans
• Serve as the source of funds for a grandchild’s education

For clients facing divorce, we have unique experience in designing life insurance that is required under a marital settlement agreement. We are also familiar with special planning techniques for second marriages and same-sex couples.

Privately-held Businesses
In addition to working with families, we also serve privately held businesses. Small and mid-size business owners have worked hard to build successful companies. The departure of a key employee or active owner can devastate the value and profitability of a business.

Our objective is to create a solid foundation to protect your business against the loss of an owner or key employee, and to perpetuate your business to the next generation and beyond. We have developed and have access to highly effective programs and proprietary designs that address succession planning among owners and family members, as well as “golden handcuff” strategies to attract, retain and reward key employees who are critical to the company’s success.

For the business owner, succession planning is often tied directly to individual estate planning. We can also help solve the unique problems faced by family-owned businesses, especially during an ownership transition.

Because of its tax advantages and leverage, life insurance is a powerful financial vehicle to assist in accomplishing the goals of successful business owners. When it comes to life insurance, Grant, Hinkle & Jacobs maintains complete independence and is not tied to a particular carrier or program. This allows us access to the most competitive products on the market and to custom-design these products to meet your unique situation.