The company has the people to assist you, the tools needed to grow your business and the technology to support you along the way. See what we can do for you!
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Support centered around you
Whether you prefer to go at your own pace or want more structure and personalized attention, we have people, tools and programs to support. Put us to the test and see how we’re going above and beyond.
Unique ways we help
People
From product marketing and case design to underwriting and new business support to contract and compensation questions – there’s always someone here to help you succeed
Tools
With a variety of tools and technology options, we can help you do business in whatever way is most comfortable for you
Programs
If you’re new or an industry veteran, we have programs and processes in place to assist you at every step and with every need
Resources to support your business
From advanced planning concepts to electronic tools, we help make selling easy.
Advanced Planning podcast
Listen to the team slice and dice estate planning, individual retirement and business insurance categories – then roll it all up with tips for selling.
Custodial Executive Bonus
Learn about a popular business life insurance fringe benefit that uses cash value life insurance. Advanced Planning’s David Szeremet explains how Virtus IUL was positioned to help retain a valued employee with a simple concept.
Planning for RMDs
Prepare to navigate required minimum distributions this year. Hear from Advanced Planning’s Jim Barbee, JD and Carlos Zarate, ChFC, as they discuss RMD basics, timely strategies, and new rules on inherited accounts.
