Multicultural Inclusionary Firm with Vast Resources and Partnerships

At Preferred Financial Partners, financial professionals are our most valued asset. We maximize each professional's productivity through teamwork by building relationships based on trust, accountability, ownership and respect. Our people-inspired, forward-looking vision ties us to the clients and communities we serve. The diversity we represent is the diversity we continuously nurture and cultivate. We also embrace the transparency made possible through digital channels, from open architecture to social media, to stay on the pulse of our industry and its possibilities.

Taking Value Creation Full Circle

The value we have is proportional to the value we create. To our communities, we add value through active engagement supporting worthy causes. For the consumer, we aim to be the single resource for insurance and financial services, elevating financial awareness and strategies for a better quality of life. We strive, through impact and community outreach, to be the advocate for all people by providing a sense of purpose and relevance. This mainstream commitment aligns us with the philosophy of National Life Group, the major life insurance group of companies we represent: “Do Good. Be Good. Make Good.”


“As a company we understand our why, our purpose, which is in our vision.”

- Mehran Assadi, President and CEO, National Life Group
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.  Equity Services, Inc. is a Registered Broker/Dealer affiliate of National Life Insurance Company.