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PLAN agencies bring the latest sales ideas, concepts and point of sale assistance to our advisors. We also employ the latest technology to efficiently process your business. In addition PLAN agencies have access to all the top rated carriers and products that will provide the best fit for clients.
Our carriers include:
Transamerica
ING
AIG
Sun Life
John Hancock
Met Life
Prudential
Genworth
And many others.
Our agencies life consultants have been trained to offer a consistent approach to helping advisors clients protect and transfer their wealth. We understand the relationship between advisor and client and we serve as a strategic partner to bring the advisor life insurance expertise.
Some of the concepts that we can assist on include:
Life Insurance Reviews
Wealth Transfer
Annuity Maximization
Premium Financing
Estate Planning
Business Planning
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