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 several sales strategies using AuguStar’s new Protection IUL product in the advanced planning marketplace. Hear from Advanced Planning’s David Szeremet and Jim Barbee in this round-table discussion.
Advanced Planning’s David Szeremet and Jim Barbee discuss Connelly v. United States, a recent U.S. Supreme Court case involving a family business and the federal estate tax.