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!
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.
From advanced planning concepts to electronic tools, we help make selling easy.
Listen to the team slice and dice estate planning, individual retirement and business insurance categories – then roll it all up with tips for selling.
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.
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.