A family spending time together at home, representing the people Partnership Solutions helps protect through life insurance and financial planning.

Life Insurance, IUL & Annuities, Roth Conversions Nationwide

Protect what you've earned and confidently grow what comes next.

Financial security is not just for the wealthy, it's for every family and every business that wants protection, clarity, and a plan.

Rebekah Stangl, founder of Partnership Solutions

Rebekah Stangl

Licensed Professional

Featured Video

Understanding Roth Conversions

Roth Conversion Explained
10 min

A clear breakdown of how Roth conversions work, including the tax implications, timing strategies, and how to move funds from a traditional IRA into a tax-free Roth account.

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Independent & Unbiased

I Work for You, Not the Insurance Company

As an independent, non-captive provider, I'm free to shop across the nation's top carriers to find the best product for your unique situation. I only partner with A or A+ rated companies, so you get strength, stability, and the best coverage available.

Independent & Non-Captive

A / A+ Rated Carriers Only

No Company Quotas

Your Needs Come First

Our Mission

Protect what you've earned and confidently grow what comes next

Partnership Solutions exists to ensure every family and every business has access to protection, education, and a clear plan.

It's never too late to take control. It's never too early to prepare.

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Common Questions

Frequently Asked Questions

Clear, honest answers to help you make confident financial decisions.

For Professionals & Businesses

Collaborate With Us

We're proud to serve businesses directly, and we love collaborating with professionals who serve both companies and the individuals within them. If you advise clients, manage a team, or protect a workforce, let's work together.

Business Protection

Group life & disability coverage, key-person insurance, and benefit planning that scale with your team.

Owner & Key-Person Coverage

Safeguard what matters most, the people and assets that keep your business running.

Professional Partnerships

We collaborate with CPAs, attorneys, bookkeepers, and benefits brokers to deliver coordinated, holistic plans.

Employees & Individuals

The same strategies we protect families apply to your staff and clients, education-first, no pressure.

Why Partner With Us

  • Joint planning sessions with your existing advisors
  • Co-branded education for your clients or employees
  • Revenue-sharing arrangements for referring professionals

Are You a Professional?

CPAs, attorneys, bookkeepers, benefits brokers, HR managers, and business owners, we'd love to collaborate. Let's build something that serves your clients and their employees.

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Strategic Partnership

Rebekah Stangl × Partnership Solutions

Partnership Solutions operates under the leadership of Greg Zastrow, supporting CPAs, financial advisors, and tax professionals with advanced case design, client acquisition, and specialized planning strategies.

Get Started

Schedule a Consultation

Tell us a bit about yourself and we'll connect you with the right plan. No spam, ever, your information is private and secure.

Schedule a Consultation

We don't use an automated calendar link, and that's intentional. We prefer a more personal approach to onboarding, with direct communication so everyone gets the treatment they deserve through our dedicated support team.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be construed as financial, legal, tax, or investment advice. Partnership Solutions is an independent insurance agency offering insurance-based solutions. We do not provide legal, tax, accounting, or investment advisory services. We encourage clients to consult with qualified professionals regarding their individual circumstances. Insurance products are subject to underwriting approval, policy terms, and state availability. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. We work directly with licensed securities professionals and can direct you to them for more information on investment-related matters. Read our full disclaimer & licensing.

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