Anne O’Keefe – Insurance Specialist2018-11-30T12:16:45+00:00
 

Anne O’Keefe – Insurance Specialist:

Anne has been with The Partners Group since 2003. As a personal insurance specialist on the Wealth Management team, Anne offers expertise in personal and business life insurance, long-term disability insurance and long-term care insurance. Previously, Anne was an individual marketing consultant for a large insurance provider.

Anne’s level of experience and product knowledge gives her the ability to harness the marketplace for the benefit of our clients. Knowing how to customize products and which carriers work best with a client’s occupation and lifestyle, allows for the best coverage available to clients.

Anne holds her Life and Health license in Oregon and Washington.

When she’s not at work, Anne keeps very busy running, swimming, golfing, watching college football and spending time with her dog, Luka.

 
 
Download Anne’s Bio

Contact:

aokeefe@thepartnersgroup.com

503.726.5696

Events & Education:

Honored as a Guardian disability sales leader in 2010, 2011, 2012 and by MetLife in 2015

Bachelor of Science in Business Administration and Marketing from Ohio State University

Employee Benefits

The Employee Benefits Division of The Partners Group serves the employee benefit needs of over 500 West Coast employers, with offices in Portland, Lake Oswego, and Bend, OR; Bellevue, WA; and Bozeman MT. Our benefits consulting team specializes in providing a highly-consultative approach coupled with problem-solving wellness analytics, to help employers reduce healthcare costs, improve employee health, and create long-term health plan stability.

Business Consulting

The Business Consulting Division of The Partners Group is dedicated to consulting with healthcare systems and jumbo employers to manage the health and well being of their employees, families, and communities. Our focus is to provide an innovative, solution-oriented service that capitalizes on data to pinpoint potential problems. Whether it be uncovering potential sources of escalating healthcare costs, or other anomalies in data, this service provides endless, problem-solving advantages to a variety of industries.

Commercial Insurance

The Partners Group Commercial Insurance Division manages the business risks for hundreds of employers. We provide an unmatched depth and breadth in commercial insurance and risk management services combined with extraordinary people who possess an unusual ability to connect on a personal level. We work hard to understand the unique risks and exposures of your business, and identify the solutions to provide the right coverage for the right price. As an independent company The Partners Group can tailor solutions to work specifically for you, even creating new policies and programs, if that’s what you need.

Private Client Services

The Partners Group Private Client Services Division advises business owners and high income shareholder groups comprising just over 3,200 successful individuals, families and medical professionals on investment services, retirement planning, and personal insurance. We’ve been in business for over 30 years as a privately held company based in the Northwest, and we’re here to stay. Additionally, we are not tied to products and plans. We provide various platforms and a multitude of options to fit your needs, which can change over time as your life changes. When you work with TPG Private Client Services, you’re dealing with the shareholders of this firm, and we are honored to play a role your life, your family’s lives, and your next generation’s lives.