Financial service providers are challenged with the need to provide comprehensive wealth management solutions for their customers that include life insurance planning.
The Professional Life Advisors Network (PLAN) is your partner in providing creative insurance strategies for complex personal, business, and estate planning issues. Financial Advisors don’t have to take the time to develop specialized life insurance expertise to offer their clients professional solutions when partnering with PLAN’s Point-of-Sale experts. This partnership will help accelerate and enhance the development of the Financial Advisor's Wealth Management Practice.
PLAN members have long-standing relationships with the premier life carriers that wirehouse firms have chosen to represent. Each PLAN member comes with 20-plus years in the insurance industry and has a track record of working in and understanding the financial advisor and wirehouse culture.
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Interested in Becoming a PLAN Member Firm?
We are always looking for qualified BGA's to become part of PLAN. We are looking for the following:
- Firms with Well Trained Outside Point-of-Sale Staff
- Firms Already Working in Wirehouses with a Solid Understanding of the Environment & Process
- Reputation for Innovative and Creative Financial Solutions
- Quality, Well-Respected Firms with Experienced Staff
- Firms with Superior Back Office Operations
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