Advanced Planning Services partners with financial advisors, insurance professionals, insurance carriers, general agents, broker dealers, certified public accountants, attorneys and producer groups to bring advanced sales concepts to the market. It also provides resources and materials necessary to promote these concepts in the marketplace. From marketing qualified plans and life settlements to premium financing, the company provides guidance and education to full underwriting with more than 30 carriers. Advanced Planning Services has its head office in San Diego.
Services/Products
General InfoAdvanced Planning partners with financial advisors, insurance professionals, insurance carriers, general agents, broker dealers, certified public accountants, attorneys and producer groups to bring advanced sales concepts to the market. It also provides resources and materials necessary to promote these concepts in the marketplace. From marketing qualified plans and life settlements to premium financing, the company provides guidance and education to full underwriting with more than 30 carriers. Advanced Planning has its head office in San Diego.,Advanced Planning partners with financial advisors, insurance professionals, insurance carriers, general agents, broker dealers, certified public accountants, attorneys and producer groups to bring advanced sales concepts to the market. It also provides resources and materials necessary to promote these concepts in the marketplace. From marketing qualified plans and life settlements to premium financing, the company provides guidance and education to full underwriting with more than 30 carriers. Advanced Planning has its head office in San Diego.