Life Insurance | Retirement
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Advanced planning with expert guidance

Grow your practice in advanced markets. Whether it’s estate planning, individual retirement planning or working with business owners, we provide expert support.

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Helping you chart the often complex course of your clients’ financial futures

Our Advanced Planning team is made up of attorneys and financial industry experts who are committed to providing you with top-notch service across three broad planning categories:

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Individual retirement planning

Including general planning support for individual qualified plans with an emphasis on the appropriate uses of annuities in the individual retirement planning market.
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Estate planning

Wills, trusts, family gifting, estate equalization, charitable giving, transfer tax planning and advanced life insurance and annuity strategies are just some of the ways we help individuals and families protect and optimize their legacies.
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Business insurance planning

Supporting small and closely held businesses with key person insurance, buy-sell agreements, succession planning, and executive benefits like bonus plans, split-dollar life insurance, and golden handcuffs.

Full-service support every step of the way

Our Advanced Planning team provides end-to-end support including case consultation, advanced illustrations, legal document review, business valuation, marketing resources covering dozens of topics, and ongoing training through podcasts, interactive webinars, videos, and more.

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Let’s connect!

With extensive experience and deep knowledge, the Advanced Planning team can assist you in a variety of ways while opening new doors to advanced markets and other planning opportunities to grow your practice.

Call the team at 877.655.2468 (option 1, 3)

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