FP Partner Inc.About FP PartnerOur Vision
One service that brings this vision to life is “Money Doctor.” With a presence in all 47 prefectures, we make it easy for anyone to consult a Financial Planner—supporting financial literacy and long-term asset building.
For Our Customers
We are a multi-carrier insurance agency offering life and non-life insurance products for both individual and corporate customers.
We support clients throughout the entire journey—from insurance consultations and product explanations to application procedures and after-sales support.
In addition to insurance agency services, we also provide financial instruments intermediary services (including investment trusts and securities transactions) and mortgage referral services.
As your “Family Doctor for Money,” we provide comprehensive support tailored to each customer’s life stage.
For Our Employees
To better understand and respond to our customers’ needs, we promote digital transformation (DX) and continuous learning across our workforce.
* What is CRM?
CRM stands for “Customer Relationship Management.” It refers to strategies and systems used to manage customer information and strengthen customer relationships.
We aim to further strengthen customer-centric business operations by enhancing service etiquette and improving service quality.
To do so, we hold hands-on role-playing competitions for all sales employees and recognize employees who receive outstanding evaluations from customers.
For Local Communities
With a presence in all 47 prefectures, we provide an environment where anyone can consult a Financial Planner.
Through a wide range of businesses and initiatives—such as Money Doctor, Omise-ya-san Gokko (Social Experience Program; A Hands-On Financial Learning Program), and Money School—we support financial education and help improve financial literacy.
By continuing these efforts, we contribute to improving financial literacy and supporting long-term asset building.
For All Households
A comprehensive financial service in which Financial Planners (FPs) work closely with customers to develop the most suitable financial plans tailored to their needs.
For Preschool Children
A hands-on learning program designed to give children an early opportunity to engage with money, allowing them to learn about finance through fun, self-directed activities.
For Working Professionals
A video-based financial education program that allows participants to learn about topics aligned with their individual interests. To support each person’s learning journey, our “Money Teachers” provide personalized guidance.