Access to Specialist

Director of the Gulf Coast

Jay Stubbs, CLU (251) 604-7024
jstubbs@jaystubbs.com

Managing Partner Alabama

Andy Martin, CLU, ChFC (205) 222-1225
amartin@providencebenefits.com

Executive Assistant

Vicki Miller
(205) 848-8100, ext 3
vmiller@providencepartners.org

Life Insurance Solutions

  • ➢ Direct with Lincoln Financial
    • Term, Indexed Universal Life Insurance
  • ➢ Direct with American National
    • Whole, Indexed Universal Life Insurance
  • ➢ Direct with One America
    • Whole Life Insurance
  • ➢ Brokerage with Milner Financial
    • All Life Insurance Products
    • Impaired Underwriting Specialists

Life Specialists to Call

Lincoln : American National : One America
Jay Stubbs – Andy Martin – Vicki Miller

Milner Financial
Matt Carter : (770) 558-8910

Long Term Care Solutions

  • ➢ Direct with Lincoln Financial
    • MoneyGuard, Hybrid Product
  • ➢ Direct with One America
    • Asset Care, Hybrid Product
    • Annuity Care
  • ➢ Brokerage with Milner Financial
    • Nationwide’s Care Matters, Hybrid Product
    • Nationwide’s Care Matters Together, Hybrid
    • Securian’s Secure Care, Hybrid Product
    • Mutual of Omaha Traditional LTC

LTC Specialists to Call

Lincoln MoneyGuard
Mark Buehner : (484) 626-3822
One America Asset / Annuity Care
Kevin Riley : (205) 999-9972
Milner Financial
Kandi Williams : (678) 252-1728

Disability Income Solutions

  • ➢ Brokerage with Secura Consultants
    • Individual Disability, Executive Carve-out
    • Special Markets, Impaired Risk
    • Multi-life Disability

Secura Consultants

Carter Kowalski
(952) 641-5203

Corporate Owned Life Solutions (COLI)

  • ➢ Brokerage with National Benefits Group
    • Business Owner Planning Market
      • Non-Qualified Deferred Compensation
      • Corporate Buy-Sell
      • Corporate Key Person
      • Multi-Life Guaranteed Issue
    • Banking Market
      • Bank Owned Life Insurance (BOLI)

National Benefits Group

Dave Soczek
(952) 449-4055

Group Benefit Solutions

  • ➢ Core Employee Benefits
    • Small-Medium-Large Employers
    • Plan Design
    • Enrollment
  • ➢ Medical GAP Coverage
  • ➢ Third Party Administration Services
    • Bay Bridge Administrators
Keith Scott : Chris Harris : Mitchell
Henderson GAP & Benefits Proposals
(205) 848-8100
GAP Customer Service:
Sharon Smith ssmith@providencebenefits.com
Bay Bridge Administrators
Andy Goodwin : (770) 843-3982

Annuity Solutions

  • ➢ Direct with Lincoln Financial
    • MYGAs, Indexed Annuities
  • ➢ Direct with American National
    • MYGAs, Indexed Annuities
  • ➢ Direct with One America
    • LTC Annuity
  • ➢ Brokerage with Milner Financial
    • All Annuity Products

Specialists to Call

Lincoln Annuity
Matt Wunderlich : (484) 626-3822
American National Annuity
Dana Boren : 888-501-4043 Ext 5826
One America Annuity Care
Kevin Riley : (205) 999-9972
Milner Financial
Chris Long : (770) 558-8904

With Providence Partners, You Have a Choice in How You Do Your Business

  • 100% Agent of Record
  • Joint-Work / Specialist
  • Refer to Providence
  • Partner with Providence

*** START ORIGINAL CONTENT ***

At Providence Partners, you have access to our team of specialists to talk to that will serve you
as a “partner” in business, making sure you have the resources you need to be successful.

At Providence Partners, we work with other financial professionals that do not specialize in the use of insurance-based solutions on a day-to-day basis.

Our team offers specialist in:

  • Business Succession Planning and Planning for Business Owner
  • Employee Benefits
  • Estate Planning
  • Working with Multi-Agencies
  • Working with Investment Professionals
  • Income Protection -Disability Specialist
  • Planning for Long Term Care Solutions


Why would a TEAM of specialists be important?

Having access to specialists can help financial professionals serve their clients better and create additional revenue streams through the unique and professional application of insurance-based solutions. We truly partner with professionals to provide synergy and efficiency that can benefit all parties involved.

Business Succession Planning for Advisors – at Providence Partners we work with advisors who are seeking a business succession plan for their own business. We have a team of experienced advisors with multiple specialties that can bring peace of mind to these professionals as they ponder these concerns.

Bring Leverage & Scale to Solo Practitioners – at Providence Partners we can help a solo practitioner further their knowledge to bring a fresh perspective in planning and assist them in developing relationships with accounts that may be unattainable to an individual working alone.

*** END ORIGINAL CONTENT ***