The Professional Life Advisors Network (PLAN) is comprised of prominent life brokerage agencies across the US that are dedicated to and have depth of experience in assisting financial advisors to develop and execute the life insurance planning portion of their practice.
PLAN is sharply focused on providing superior Point-of-Sale support to the Financial Advisors within national and regional wirehouses. PLAN is a recognized leader in assisting a firm’s financial advisors to identify life insurance needs, determine solutions, provide case design and sales assistance, and complete the backroom requirements, thus making life insurance simple and, ultimately, enhancing and solidifying customer relationships.
Our Value Proposition:
- Nationally Managed Organization with Local Support
- Experienced, Highly Trained Field Point-of-Sale Specialists
- Consistent Countrywide Sales Approach Using Compliant Products & Concepts
- 200+ Feet On The Street Across the US
- Top of Class Member Firms with Experienced & Talented Back Offices
- Exceptional Carrier Relationships
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