
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
Licensed Professional
Explore Key Topics
Simple, clear education on the financial strategies that matter most for your family's future.
Indexed Universal Life (IUL)
Build tax-advantaged wealth while protecting your family. Market-linked growth without the risk of losing money.
Annuities
Secure guaranteed income for your retirement years. Peace of mind that your money lasts as long as you do.
Life Insurance
Protect your loved ones with the right coverage. We find the best policy from A/A+ rated carriers nationwide.
Wills & Trusts
Ensure your wishes are carried out and assets protected. Don't leave your family without direction.
Roth Conversion
Move funds from a traditional IRA into a tax-free Roth account. Understand the tax implications and timing strategies that fit your plan.
Strategic Partnership
Assets Under Management Partnership
We service both individuals and companies to help grow and protect their wealth.
Understanding Roth Conversions

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.
View All VideosI 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
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.
Read My StoryFrequently Asked Questions
Clear, honest answers to help you make confident financial decisions.
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.
Start a Conversation
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.
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 ConsultationWe 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.
