Purvis Agency Partner Alliance
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Program Overview

A Professional Life Insurance Referral Partnership

Dave Purvis  ·  Purvis Agency  ·  Farm Bureau Insurance of Michigan  ·  Birmingham, Michigan

What This Is

A Referral Partnership Built for Professionals

Purvis Agency Partner Alliance is a formal referral partnership for trusted professionals who regularly work with individuals and business owners who have life insurance needs — but who don't have a reliable, expert resource to send those clients to.

You make the introduction. Dave handles everything from that point forward. Your client gets taken care of. You get compensated. Your relationship with your client stays yours.

Who This Is For

Designed for Professionals Who Serve the Right Clients

This program is designed for professionals who:

You are a fit if you...

  • Work with individuals and families at financial transition points
  • Work with business owners who need key-man, buy-sell, or executive coverage
  • Are approached by clients asking about life insurance but don't write it yourself
  • Want a trusted resource to refer to without losing the client relationship

Ideal partner types

  • CPAs and accounting firms
  • Divorce attorneys and estate planning attorneys
  • Independent insurance agents without a life division
  • Commercial and SBA loan officers
  • Health insurance agents and brokers
  • Mortgage brokers and commercial bankers
  • Payroll firms and HR consultants
Why Partner With Dave

Track Record, Carrier Access, and a Process That Protects You

$100M+
Life insurance currently in force
Top 40
Life agents company-wide at Farm Bureau
4×
Top 50 life company nationally — four consecutive years
100+
Carriers available for specialty cases

Carrier Access

What This Means for Your Clients

Dave can write cases that most agents can't. He is not limited to one carrier. His experience with complex cases — business owners, high net worth, specialty underwriting — means your clients are in capable hands.

What This Means for You

Your client gets a specialist who handles the entire process. You stay in the relationship. You earn compensation. And you don't have to worry about the referral reflecting poorly on you.

What You Do

Three Steps — That's It

1

Identify the Opportunity

When a client conversation touches on life insurance — a new home, a new child, a business change, an SBA loan, a divorce, an estate question — that is a referral moment.

2

Reach Out to Dave

Email or call with a brief overview: who the client is, what the situation is, what their concerns are.

3

Make the Introduction

A warm email introduction to Dave and your client is all that's needed. Dave takes it from there.

You do not need to know life insurance. You do not need to explain products. You do not need to follow up on the case. Dave handles all of it and keeps you updated.

What You Earn

Real Compensation — Paid Monthly

For Licensed Insurance Professionals

  • 100% of the first-year commission Dave earns from the carrier on every placed policy
  • Commissions paid monthly
  • Bonuses paid at year-end
  • Two partners can work together toward the same bonus threshold

Placed Policies Year-End Bonus
10 policies$4,000
15 policies$6,000
20 policies$10,000

For Non-Licensed Professionals

  • Referral fee structure — flat fee per qualified referral
  • Compensation structure complies with Michigan insurance regulations
  • Specific terms documented in your partner agreement
$7,336.50 Combined — 2024

Partners who worked with Dave earned a combined $7,336.50 in commission from 12 placed life policies in 2024. That is an average of approximately $611 per placed policy — before any bonus consideration.

How Dave Handles the Case

From Introduction to Commission — Dave Manages Everything

Once you make the introduction:

  1. Dave schedules time with your client to understand their goals
  2. Dave takes the client through the product options and underwriting process
  3. Dave provides you with a weekly update on the status of the case
  4. Dave loops back with you before finalizing the solution — you can weigh in if you choose
  5. Dave closes the case and handles all paperwork
  6. Dave pays your commission at the end of the month

Your client gets a thorough, professional experience. You get a clean update throughout. No surprises.

Products Available

A Full Product Suite — Plus 100+ Carrier Backup

Term (10, 20, 30 Year) Term to 70 Return of Premium Term Select Whole Life Premier Whole Life Indexed Universal Life IUL with Long-Term Care Rider Annuities

If a case falls outside Farm Bureau's appetite, Dave has access to 100+ additional carriers through FB Partners.

Ready to Get Started?

Contact Dave directly to discuss whether the program is a fit. Or schedule a brief 30-minute conversation to review the program and identify any immediate opportunities in your current client base.

Request Program Information
Dave Purvis
Purvis Agency
Farm Bureau Insurance of Michigan
Birmingham, Michigan

248-644-6364  ·  david.purvis@fbinsmi.com